Job Description

Key Responsibilities:

• Analyze clients' financial needs and investment objectives to provide tailored investment advice.
• Monitor financial markets and trends to identify lucrative investment opportunities.
• Develop and implement investment strategies that align with clients' goals.
• Prepare and deliver investment presentations and reports to clients.
• Build and maintain strong, long-lasting client relationships through regular communication and engagement.
• Stay updated on regulatory requirements and industry changes.
• Collaborate with other team members to enhance service offerings and investment products.

Qualifications:

• Bachelor's degree in Finance, Business, Economics, or a related field; a Master's degree or relevant certification (CFA, CFP) is a plus.
• Minimum of 3 years of experience as an Investment Advisor or in a similar role within the financial services industry.
• Proven track record of successful investment management and client retention.
• Strong analytical skills and proficiency in financial modeling and investment analysis.
• Exceptional communication and interpersonal skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Knowledge of local and international financial markets.

Job Type: Full-time

Pay: From AED15,000.00 per month

Education:

• Bachelor's (Preferred)

Language:

• English, Arabic (Preferred)

Location:

• Abu Dhabi (Preferred)