Investment Advisor Mutual Funds
Dubai, DU, AE, United Arab Emirates
Job Description
Job Summary:
We are seeking an experienced
Investment Advisor
to manage and grow a portfolio ofNRI clients
, offering tailored investment solutions with a strong focus onmutual funds
and wealth management products. The ideal candidate must have in-depth knowledge of investment products and proven experience in client relationship management.Key Responsibilities:
Manage and develop a portfolio of
NRI clients
, ensuring strong long-term relationships. Recommend suitablemutual fund
products based on clients' financial goals, risk appetite, and investment horizon. Conduct periodic portfolio reviews and provide market updates to clients. Achieve sales targets for mutual funds and other investment/wealth management products. Ensure compliance with internal guidelines and regulatory requirements. Identify new business opportunities and proactively acquire new NRI clients. Assist clients with onboarding, documentation, KYC, and investment transactions. Maintain accurate records of client interactions and investment activities.Requirements:
Minimum
4-7 years
of experience inMutual Funds / Investment / Wealth Management
. Strong understanding ofmutual fund products
, portfolio management, and financial markets. Proven experience handlingNRI client portfolios
. Excellent communication, presentation, and interpersonal skills. UAE/GCC experience preferred. Ability to work independently and achieve sales targets. Strong analytical and client advisory skills.Job Types: Full-time, Permanent
Pay: AED10,000.00 - AED20,000.00 per month
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Job Detail
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Job IdJD2204586
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, DU, AE, United Arab Emirates
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EducationNot mentioned