- Working with clients to identify their unique investment goals.
- Formulating investment strategies based on client goals.
- Issuing client documents, including monthly or yearly portfolio reports.
- Managing client documents for tax reporting.
- Suggesting investment products based on client needs.
- Analyzing various markets and conducting research.
- Making adjustments to client investments over time, such as switching to a lower-risk investment as a client reaches retirement age.
- Communicating openly, consistently, and honestly with clients and always keeping them informed about changes to your investment strategy.
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University Intern-mea
1 week ago
Marriott International, Inc Dubai, United Arab Emirates**No do Cargo** · **Categoria de emprego** Management Development Programs/Interns · **Local** Delta Hotels Dubai Investment Park, Dubai Investment Park, Dubai, 0, United Arab Emirates VER NO MAPA · **Horário** Full-Time · **Localização remota?** N · **Remanejamento?** N · **Tip ...
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Fund Manager
1 day ago
LAND KING FOR IT FOR NETWORK SRVC Dubai, United Arab EmiratesAE Capital Investment is a leading asset management company based in Dubai, specializing in gold trading, futures, commodities, and other financial instruments. With a strong focus on delivering exceptional returns for our clients, we are dedicated to providing innovative investm ...
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Quantitative Portfolio Manager
1 week ago
High Street Resources Dubai, United Arab EmiratesQuantitative Portfolio Manager · Our client is a global investment management firm. They are looking for a talented Quantitative Portfolio Manager to join their team. · As a Quantitative Portfolio Manager, you will be responsible for: · - Creating and implementing sophisticated i ...
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Stock Trader
3 days ago
Sourcing Solution Technologies Dubai, United Arab Emirates1. Manage Company's Investment Portfolio, Identify and evaluate investment opportunities. Provide an insight into economic trends and evaluate investment potential, new markets and financial products. · 2. Regular monitor Portfolio performance, ensure it is well managed and that ...
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Portfolio Manager
6 days ago
AX PROPERTY Dubai, United Arab Emirates**Responsibilities**: · 1. Develop and implement investment strategies tailored to clients' objectives and risk profiles. · 2. Conduct thorough research and analysis on potential investment opportunities. · 3. Make informed investment decisions based on market trends, economic in ...
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Portfolio Manager
5 days ago
AX PROPERTY Dubai, United Arab Emirates**Responsibilities**: · 1. Develop and implement investment strategies tailored to clients' objectives and risk profiles. · 2. Conduct thorough research and analysis on potential investment opportunities. · 3. Make informed investment decisions based on market trends, economic in ...
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Business Investor Manager
1 week ago
GEMCO GROUP Dubai, United Arab Emirates**Job brief** · We are looking for a Portfolio Manager who will assess our clients' risk tolerance and perform significant market research to develop portfolios that maximize their financial gains. · A Portfolio Manager's responsibilities include crafting investment packages and ...
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Portfolio Manager
5 days ago
AX PROPERTY Dubai, United Arab Emirates**Job description-** · **Responsibilities**: · 1. Develop and implement investment strategies tailored to clients' objectives and risk profiles. · 2. Conduct thorough research and analysis on potential investment opportunities. · 3. Make informed investment decisions based on mar ...
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Head of Esg
1 day ago
Acre Dubai, United Arab EmiratesAre you looking for an opportunity in a quickly growing investment firm that is active in high-potential emerging markets and has strong sustainability ambitions? Acre is working with a leading emerging markets infrastructure investor to hire an experienced Head of ESG, who will ...
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Discretionary Portfolio Manager
1 day ago
Emirates NBD Dubai, United Arab Emirates**Company Introduction** · Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is ...
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Investment Analyst
6 days ago
WEETAZ Dubai, United Arab EmiratesEvaluate financial data, economic trends, and market conditions to identify investment opportunities. · Conduct thorough research on companies, industries, and asset classes. · Create financial models and perform valuation analysis to assess investment risks and returns. · Prepar ...
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Head of Strategy
1 day ago
Talent Pal Dubai, United Arab EmiratesHead of Strategy & Research, Middle East, SSGA · The Head of Strategy & Research, Middle East, (HS&R) is a highly visible role within SSGA's Investment Organization focused on representing our investment views and capabilities to clients and prospects across our Middle Eastern bu ...
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Associate (Pe)
3 days ago
EOS Recruitment Dubai, United Arab Emirates**The Company**: · A new established small family office based in Dubai - are opening their first office in Jan 2023. This would be their first hire. · **The Role**: · The Analyst / Associate will lead the efforts on managing the existing portfolio companies and multiple of new i ...
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Market Neutral Portfolio Manager
1 week ago
High Street Resources Dubai, United Arab EmiratesMarket Neutral Portfolio Manager · Our client is a global top tier multi strategy Hedge Fund. They are seeking an experienced Portfolio Manager to join their team based in Dubai. · **Responsibilities** · - Develop and execute market-neutral investment strategies within the equity ...
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Wealth Manager
1 day ago
Ecoway global llc Dubai, United Arab Emirates1) onboarding Advising clients on financial products and services · 2) Managing client investments & Portfolio onboading new clients with SIP or Lumbsum investment product and portfolio · 3) Building AUM · 4) maintaing client relationship and provide investment related services · ...
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Financial Broker
1 week ago
NALG Dubai, United Arab EmiratesExperienced in Dubai Financial Market & ADX Market · Meet with clients to understand their financial goals, risk tolerance, and investment preferences. · Provide personalized investment recommendations based on thorough research and market analysis. · Educate clients about differ ...
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Stock Market Investor
5 days ago
Cybertronix Technologies LLC Dubai, United Arab Emirates**Cybertronix Technologies LLC,** · **Job Location: Dubai** · **Job Type: Full time, Remote Based** · **Able to join immediately** · **Company Overview**: · With over 50 years of experience in the industry, Cybertronix is a trusted partner in the IT Infrastructure Finance and Con ...
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Investment Manager
6 days ago
Vendome Tea Group Dubai, United Arab EmiratesRoles & Responsibilities · - Develop and implement investment strategies that align with clients' goals and objectives. · - Conduct research and analysis to identify investment opportunities and risks. · - Monitor and manage investment portfolios on an ongoing basis. · - Evaluate ...
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Investment Fund Finance Manager
5 days ago
Plum Jobs Dubai, United Arab Emirates**Investment Fund Finance Manager** · Our client is a well-established family office based in Dubai with a strong track record in real estate development and proprietary global investments. · The investments are across equity, fixed income, structured products, derivatives and VC ...
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Head of Strategy
1 week ago
State Street Corporation Dubai, United Arab EmiratesHead of Strategy & Research, Middle East, State Street Global Advisors - MD · **Head of Strategy & Research, Middle East, SSGA** · The Head of Strategy & Research, Middle East, (HS&R) is a highly visible role within SSGA's Investment Organization focused on representing our inves ...