- Bachelor's degree in Finance, Economics, Business, or a related field.
- Professional certifications such as CFA, CFP, or equivalent are highly desirable.
- Proven experience as a Financial Consultant or Investment Advisor.
- Strong knowledge of investment products, financial markets, and economic trends.
- Excellent interpersonal and communication skills.
- Ability to build and maintain strong client relationships.
- Client Consultation:
- Conduct in-depth consultations with clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide comprehensive financial advice, including investment strategies, retirement planning, and wealth management solutions.
- Portfolio Management:
- Develop and manage investment portfolios that align with clients' financial objectives and risk profiles.
- Monitor and analyze market trends, economic indicators, and investment opportunities to make informed recommendations.
- Financial Planning:
- Collaborate with clients to create personalized financial plans that encompass investment goals, retirement planning, estate planning, and other financial objectives.
- Continuously review and update financial plans to ensure alignment with clients' changing circumstances and market conditions.
- Client Education:
- Educate clients on investment products, market trends, and financial strategies to empower them to make informed decisions.
- Provide ongoing communication and education to clients about the performance of their investment portfolios.
- Compliance and Regulatory Adherence:
- Ensure compliance with relevant financial regulations and industry standards in all client interactions and recommendations.
- Stay informed about changes in financial regulations and update clients accordingly.
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Investment Consultant
4 days ago
Marsh McLennan Dubai, United Arab EmiratesInvestment Consultant · **Company**: · Mercer · **Description**: · Investment Consultant - Mercer Wealth Team UAE · Mercer Wealth is a globally recognized leader in investment consulting services, providing customized advice throughout the investment decision-making process. With ...
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Investment Consultant
1 week ago
City Field Marketing Management Dubai, United Arab EmiratesWe are looking for Sales and Marketing/Investment Consultants who must have DRIVE, HUNGER, and COMMITMENT to become **High Earners.** · **Skills** · You will need to: · - Minimum 2 years of Sales/Marketing experience with strong work ethic · - Financial Product Sales or Real Esta ...
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Investment Consultant
1 week ago
MC Recruitment Consultancy Dubai, United Arab EmiratesWe are looking for an **Investment Consultant (Real Estate/Sales in Citizenship & European Residences)**, to work for our client based in Dubai. · **Responsibilities**: · - Mainly to identify new prospects, follow up on qualified leads from marketing campaigns, and carry out the ...
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Investment Consultant
5 days ago
Meer Group of Investments Dubai, United Arab Emirates**Position: Investment Consultant** · **About Us**: · Meer Group of Investment in Commercial Enterprises and Management Co. LLC is a Global Investment Conglomerate headquartered in Dubai. Meer Group invests its capital in diversified asset classes including Software Engineering, ...
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Client Investment Consultant
1 week ago
Classic Paramount Real Estate Dubai, United Arab EmiratesWe are hiring for Client Investment Consultant (Multi language speaker) to be joining our team at Barsha Heights, Dubai. · **Responsibilities**: · - Ensure good professional relationships with owners, developers, and clients. · - Ensure all leads and inquiries are attended to as ...
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Client Investment Consultant
2 days ago
Classic Paramount Real Estate Dubai, United Arab EmiratesWe are looking to hire Self Motivated, Highly Ambitious, young and energetic Client Investment Executive in a reputed Real Estate Company. · **Responsibilities**: · - Contact potential or existing customers to inform them about a product or service using scripts · - Manage large ...
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Client Investment Consultant
1 week ago
Classic Paramount Real Estate Dubai, United Arab EmiratesWe are looking to hire Self Motivated, Highly Ambitious, young and energetic Client Investment Executive in a reputed Real Estate Company. · **Responsibilities**: · - Contact potential or existing customers to inform them about a product or service using scripts · - Manage large ...
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Client Investment Consultant
1 week ago
Classic Paramount Real Estate Dubai, United Arab EmiratesWe are hiring for Off Plan Specialist to be joining our team at Barsha Heights, Dubai. · **Responsibilities**: · - Ensure good professional relationships with owners, developers, and clients. · - Ensure all leads and inquiries are attended to as per best customer service practice ...
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Ad Astra IRC Dubai, United Arab Emirates**These are the main requirements**: · 1-A minimum of 1-3 years' experience in UAE, either in real estate or immigration. · 2-Applicants must have native-level proficiency in Arabic. Russian and English language knowledge will be advantageous. · 3-Available in the UAE to join imm ...
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Investment Consultant
5 days ago
PHOREE Real Estate Dubai, United Arab EmiratesQualifications · To excel in this role, you should possess the following qualifications: · 1-3 Years of Real Estate Experience: You have a proven track record as a Real Estate Broker, and you're ready to take your career to new heights with PHOREE. · Negotiation Savvy: Your negot ...
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Investment Consultant
5 days ago
PHOREE Real Estate Dubai, United Arab EmiratesQualifications · Toexcel in this role, you should possess the followingqualifications: · 1-3Years of Real Estate Experience: You have a proventrack record as a Real Estate Broker, and you're ready totake your career to new heights withPHOREE. · NegotiationSavvy: Your negotiation ...
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Property Investment Consultant
5 days ago
PHOREE Real Estate Dubai, United Arab EmiratesThis is a remote · This is a fully remote position, working from home for South African · We are looking for a super creative graphic designer to deliver thoughtful, on-brand and forward-thinking designs for our The Graphic Designer will work with a team of marketing special ...
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Property Investment Consultant
5 days ago
PHOREE Real Estate Dubai, United Arab EmiratesThis is a remote · This is a fully remote position, working from home for South African · We are looking for a supercreative graphic designer to deliver thoughtful, on-brand andforward-thinking designs for our The Graphic Designer will workwith a team of marketing specialists t ...
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Connect West Gateway HR Consultancy Sharjah, United Arab EmiratesWe are currently seeking motivated individuals to join our team as financial Consultants. The position offers a competitive basic salary along with an attractive commission structure. · **Responsibilities**: · - Fix appointments with cleints based on the prospective client base · ...
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EDARI uae Dubai, United Arab EmiratesResponsibilities: · 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 in ...
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Private Equity
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NSI & Bluefin Talent Dubai, United Arab EmiratesThe Role · Client is a Tier 1 Management Consulting Strategy Firm, is growing their Private Equity & Investments Practice and is looking to recruit Managers / Team Leaders who have top tier strategy consulting experience in either, the PE or Investment Management, M&A sector. Res ...
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Immigration Consultant
1 day ago
caribbean paradise LLC Dubai, United Arab EmiratesAs an Immigration Consultant at caribbean paradise, you will play a pivotal role in assisting individuals and families navigate the complex process of obtaining alternative citizenship and residency through investment. You will provide expert guidance, support, and personalized s ...
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Project Finance Consultant
3 days ago
Anderson McQue Dubai, United Arab Emirates**Job details**: · - Posted 25 January 2023- LocationDubai- Job type Permanent- DisciplineFinance, Investment & Trading**Consultant**: · **Mark Canning**: · **Director**: · **Project Finance Consultant, Dubai**: · **Job description**: · Anderson McQue has been appointed by a lead ...
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Property Consultant
1 week ago
THE ROYAL NEST REAL ESTATE BROKER Dubai, United Arab Emirates**Property Consultant** · As a property consultant, you will be responsible for providing professional guidance and expertise to clients seeking assistance with their real estate needs. You will be a trusted advisor, helping clients make informed decisions regarding property inve ...
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Financial Consultant
2 days ago
Indo pacific general trading llc Dubai, United Arab EmiratesFinancial Consultants · These professionals assist corporates in making optimal finance and investment decisions and developing a comprehensive business plan. Personal Financial Consultants help clients with the planning of financial decisions for important milestones such as ret ...
Financial Investment Consultant - Dubai, United Arab Emirates - Caliberly
Description
Responsibilities: