Alternative Investment Advisor

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading wealth management firm in Dubai is seeking an Alternative Investment Advisor to join their team. The candidate will provide expert financial advice and personalized investment strategies while engaging with clients to understand their financial goals. Ideally, the candidate should have 3-5 years of experience in investment advisory, strong analytical skills, and proficiency in digital tools. The firm offers a competitive package, health benefits, and professional growth opportunities in an innovative work environment.

Benefits

Competitive package with attractive commission

Comprehensive health and wellness benefits

Opportunities for professional growth

Collaborative and innovative work environment

Access to cutting-edge digital tools and platforms

Qualifications

• Minimum of 3-5 years of experience in investment advisory or wealth management, preferably within the UAE market.
• In-depth understanding of financial markets, investment products, and regulatory requirements in the UAE.
• Fluency in English is required.

Responsibilities

• Build and maintain strong relationships with clients, understanding their financial goals and investment preferences.
• Develop comprehensive financial plans tailored to each client's needs.
• Create and implement personalized investment strategies utilizing a wide range of financial products.
• Stay updated with global financial markets and investment opportunities.
• Utilize digital tools and platforms for client communications and updates.
• Ensure advisor activities comply with regulatory standards.

Skills

Strong analytical and quantitative skills

Excellent communication and interpersonal skills

Proficiency in using digital tools and interactive platforms

Ability to work independently and as part of a team

Education

Bachelor's degree in Finance, Economics, Business Administration, or related field

Master's degree or professional certifications (e.g. CFA, CFP)

Job description

Job Title: Alternative Investment Advisor

Location: Dubai UAE

About Our Client:

Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client ensuring their financial wellbeing and growth.

Job Description:

Role Overview:

Our client is seeking an Alternative Investment Advisor to join their dynamic team. The successful candidate will provide expert financial advice and personalized investment strategies to clients leveraging digital tools and interactive platforms to ensure a seamless and efficient advisory experience.

Key Responsibilities:

Client Engagement: Build and maintain strong relationships with clients understanding their financial goals risk tolerance and investment preferences.

Financial Planning: Develop comprehensive financial plans tailored to each clients needs including retirement planning tax optimization estate planning and more.

Investment Strategy: Create and implement personalized investment strategies utilizing a wide range of financial products and services offered by the company.

Market Analysis: Stay updated with global financial markets economic trends and investment opportunities to provide informed advice.

Digital Interaction: Utilize interactive platforms and digital tools to communicate with clients conduct virtual meetings and provide realtime investment updates.

Compliance: Ensure all advisory activities comply with regulatory standards and company policies.

Client Education: Educate clients on various financial products market trends and investment strategies to empower them to make informed decisions.

Qualifications

Education: Bachelors degree in Finance Economics Business Administration or a related field. A Masters degree or professional certifications (e.g. CFA CFP) is a plus.

Experience: Minimum of 35 years of experience in investment advisory or wealth management preferably within the UAE market.

Skills:

Strong analytical and quantitative skills.

Excellent communication and interpersonal skills.

Proficiency in using digital tools and interactive platforms.

Ability to work independently and as part of a team.

Knowledge: Indepth understanding of financial markets investment products and regulatory requirements in the UAE.

Language: Fluency in English is required

What Our Client Offers:

Competitive package with attractive commission package.

Comprehensive health and wellness benefits.

Opportunities for professional growth and development.

A collaborative and innovative work environment.

Access to cuttingedge digital tools and platforms.

How to Apply:

Interested candidates are invited to apply with their resume and a cover letter detailing their qualifications and experience.