Overview
Investment Advisor Jobs in Dubai, UAE at iWA Group
Company:iWA Group
Location:Dubai, UAE
Job Type:Full-time
Job Description:
As an Investment Advisor, you will play a crucial role in developing and managing client relationships. You will provide personalized investment advice, develop comprehensive financial plans, and ensure your clients are on track to achieve their financial objectives.
Key Responsibilities:
Build and maintain long-term relationships with clients by understanding their financial needs and goals.
Develop customized investment strategies and portfolios aligned with clients’ objectives, risk tolerance, and time horizon.
Conduct regular reviews and updates of clients’ investment plans.
Monitor market trends and provide timely advice on market conditions and investment opportunities.
Collaborate with internal teams to deliver a seamless client experience.
Ensure compliance with regulatory requirements and company policies.
Proactively acquire new clients through networking, referrals, and other business development efforts.
Requirements:
Bachelor’s degree in Finance, Economics, Business, or a related field.
Proven experience as an Investment Advisor or similar role in financial planning and investment management.
In-depth knowledge of financial products, markets, and investment strategies.
Strong analytical andproblem-solving skills.
Excellent interpersonal andcommunication skills, with the ability to build trust and rapport with clients.
A client-centric approach with a commitment to deliveringexceptional service.
What We Offer:
Competitive compensation package.
Opportunities forprofessional developmentandadvancement.
Acollaborativeand supportivework environment.
Take the next stepin your career and join iWA Group as we help shape brighter financial futures together!
Pay:AED3,000.00 – AED3,500.00 per month
Application Question(s):
Do you have your own visa?
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Title: Investment Advisor
Company: iWA Group
Location: Dubai, UAE
Category: Finance & Banking, Sales
