Job Description

Company: iWA Group
Location: Dubai, UAE
Job Type: Full-time

:
As an Investment Advisor, you will play a crucial role in developing and managing client relationships. You will provide personalized investment advice, develop comprehensive financial plans, and ensure your clients are on track to achieve their financial objectives.

Key Responsibilities:

• Build and maintain long-term relationships with clients by understanding their financial needs and goals.
• Develop customized investment strategies and portfolios aligned with clients' objectives, risk tolerance, and time horizon.
• Conduct regular reviews and updates of clients' investment plans.
• Monitor market trends and provide timely advice on market conditions and investment opportunities.
• Collaborate with internal teams to deliver a seamless client experience.
• Ensure compliance with regulatory requirements and company policies.
• Proactively acquire new clients through networking, referrals, and other business development efforts.

Requirements:

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Proven experience as an Investment Advisor or similar role in financial planning and investment management.
• In-depth knowledge of financial products, markets, and investment strategies.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills, with the ability to build trust and rapport with clients.
• A client-centric approach with a commitment to delivering exceptional service.

What We Offer:

• Competitive compensation package.
• Opportunities for professional development and advancement.
• A collaborative and supportive work environment.

Take the next step in your career and join iWA Group as we help shape brighter financial futures together!

Job Type: Full-time

Pay: AED3,000.00 - AED3,500.00 per month

Application Question(s):

• Do you have your own visa?