Estate Wealth Advisor - Abu Dhabi

Only for registered members Abu Dhabi, United Arab Emirates

1 day ago

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Company DescriptionProperty Shop Investment (PSI), founded in 2007, is a leading and recognized real estate company in Abu Dhabi and Dubai. · Known for unparalleled service quality, PSI has established itself as a platinum partner with esteemed market developers in the UAE. · The ...
Job description
Company Description

Property Shop Investment (PSI), founded in 2007, is a leading and recognized real estate company in Abu Dhabi and Dubai.

Known for unparalleled service quality, PSI has established itself as a platinum partner with esteemed market developers in the UAE.

The company is committed to delivering a seamless real estate experience through a wide range of services, setting industry benchmarks and exceeding client expectations.

PSI continues to shape the real estate landscape with a focus on sustainable growth and consistent success.

Role Description
This is a full-time on-site role for an Estate Wealth Advisor, located in Abu Dhabi. Key responsibilities include providing financial planning, wealth management, and investment advisory services tailored to clients' needs.

You will assist clients with retirement and long-term financial strategies, managing their real estate investment portfolios, and identifying growth opportunities.

The role also involves maintaining strong client relationships, ensuring a high-quality advisory experience, and meeting the financial objectives of clients.

Qualifications
Expertise in Financial Planning and Retirement Planning
Strong understanding of Investments and Finance
Proficiency in providing Wealth Management Services
Exceptional communication, interpersonal, and negotiation skills
Ability to work independently and collaboratively in a fast-paced environment
Proven experience in the financial and real estate sectors is advantageous
Bachelor's degree in Finance, Business Administration, or a related field
Professional certification in wealth or financial management is a plus
Pocket money+ Commission


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