Dubai-Based 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

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.