Alternative Investment Advisor

Client of Independent Resourcing Consultancy; Dubai; On-site; AED 60,000 - 100,000; Full time

Job summary

An innovative wealth management firm in Dubai is seeking an Alternative Investment Advisor to join their dynamic team. This role offers the opportunity to provide expert financial advice and personalized investment strategies to clients, leveraging cutting-edge digital tools for a seamless advisory experience. The ideal candidate will have a strong background in finance, with excellent analytical and communication skills, and a passion for helping clients achieve their financial goals. Join a collaborative environment that values professional growth and offers a competitive package with attractive commissions.

Benefits

Competitive Package with Attractive Commission

Comprehensive health and wellness benefits

Opportunities for professional growth and development

Collaborative work environment

Access to cutting-edge digital tools

Qualifications

• 3-5 years of experience in investment advisory or wealth management.
• In-depth understanding of financial markets and investment products.

Responsibilities

• Build and maintain strong relationships with clients.
• Develop comprehensive financial plans tailored to client needs.
• Create and implement personalized investment strategies.

Skills

Analytical Skills

Communication Skills

Digital Tools Proficiency

Interpersonal Skills

Education

Bachelor's degree in Finance

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

Tools

Digital Platforms

Job description

Client of Independent Resourcing Consultancy

Bachelor of Business Administration(Management)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Description

Job Description
Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree 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 well-being 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 real-time 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 3-5 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: In-depth 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.
- Comprehensive health and wellness benefits.
- Opportunities for professional growth and development.
- A collaborative and innovative work environment.
- Access to cutting-edge digital tools and platforms.

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Client of Independent Resourcing Consultancy