Alternative Investment Advisor

Independent Resourcing Consultancy Ltd; Dubai; On-site; AED 300,000 - 540,000; Full time

Benefits offered by this job

Competitive salary and commission

Health and wellness benefits

Career growth opportunities

Collaborative work environment

Access to cutting-edge digital tools

Job summary

Independent Resourcing Consultancy Ltd is seeking an Alternative Investment Advisor in Dubai to provide expert financial guidance and tailored investment strategies. The role focuses on client engagement, financial planning, and efficient use of digital tools to enhance the advisory experience.

The ideal candidate has strong analytical and communication skills, fluency in English, and the ability to navigate UAE regulatory requirements while delivering personalized solutions.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration or related field.
• A Masters degree or professional certifications (e.g., CFA, CFP) is a plus.

Responsibilities

• Engage with clients to understand financial goals, risk tolerance and preferences.
• Develop comprehensive financial plans including retirement, tax optimization and estate planning.
• Create and implement personalized investment strategies using company products.
• Stay updated on global markets and provide informed advisory recommendations.
• Use digital tools to conduct virtual meetings and provide real-time updates.
• Ensure compliance with regulatory standards and company policies.
• Educate clients on financial products and market trends.

Skills

Analytical skills

Communication

Interpersonal skills

Digital tools

Independent & team work

Education

Bachelor’s in Finance/Economics/Business

Masters or professional CFA/ CFP (plus)

Tools

Digital platforms

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.

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.