Investment Consultant

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