Job Description

Key Responsibilities:

Advise clients on investment opportunities, portfolio management, and risk management strategies. Conduct financial analysis and evaluate investment products including equities, bonds, mutual funds, and alternative investments. Develop and maintain long-term relationships with clients to understand their financial goals and objectives. Monitor clients' investment portfolios and recommend adjustments based on market trends and changes in client objectives. Prepare reports and presentations for clients regarding their investment performance. Stay updated with financial markets, economic trends, and regulatory changes. Collaborate with internal teams, including research and compliance, to ensure alignment with company policies. Meet and exceed sales and business development targets by identifying and acquiring new clients.

Qualifications & Skills:

Bachelor's degree in Finance, Economics, Business Administration, or related field; Master's or CFA certification preferred. Proven experience as an Investment Consultant, Financial Advisor, or similar role. Strong understanding of financial markets, investment instruments, and portfolio management. Excellent analytical, research, and problem-solving skills. Exceptional communication and interpersonal skills with the ability to explain complex financial concepts clearly. Client-focused with strong relationship-building skills. Ability to work independently and in a team environment.
Job Type: Full-time

Pay: AED3,500.00 - AED4,000.00 per month