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Al Hodood Technologies 

We are hiring For Investment Advisor .Job position: Investment Advisor .Fluent English communication .multilingual is a plusSalary: Up to AED 6000<ul><li>Contacting potential or existing customers to inform them about a product or service using scripts</li><li>Answering questions about products or the company</li><li>Asking questions to understand customer requirements and close sales</li><li>Enter and update customer information in the database</li><li>Take and process orders in an accurate manner</li><li>Handle grievances to preserve the company&rsquo;s reputation</li><li>Go the &ldquo;extra mile&rdquo; to meet sales quota and facilitate future sales</li><li>Keep records of calls and sales and note useful information</li></ul>Job Types: Full-time, PermanentPay: AED5,000.00 - AED6,000.00 per month

Investment Advisor(Russian, arabic, german speakers)

Mashreq Corporate & Investment Banking Group

To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.The job holder is required to enhance Private Banking sales / revenues and promote the cross selling of bank products to all existing clients.Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.Financial Advisor must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customersAbility to communicate with HNW clients to structure advise based on client needsAbility to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.Safeguard the bank from potential loss / AML fraud/ and ensure ethical behaviorSafeguard banks reputation by ensuring ethical professional behavior at all times before/during after salesEnhance market profile and awareness.Achieve revenue goals, sales &amp; portfolio growth targets across a range of products &amp; services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)Acquire 'new to bank' NHW clientsMaintain a superior customer service experience for clients including pre-empting issues and proactive servicing.Minimize customer attritionMaintain proactive client contactUniversity GraduateStrong numbers, selling &amp; investments/ Financial Market KnowledgeStrong Interpersonal skills and cultural sensitivityRelationship Management &amp; Networking skills. Extrovert / Amiable personalityAt least, 5 years of experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities &amp; Investment Institute (SII) for selling investment.Behavioral Competencies

Associate Director.RBG - Private Banking Front Office.

To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.The job holder is required to enhance Private Banking sales / revenues and promote the cross selling of bank products to all existing clients.Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.Financial Advisor must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.Optimize the potential value of the client base through the delivery of Private Banking products and services and actively identify new customersAbility to communicate with HNW clients to structure advise based on client needsAbility to recognize opportunities to partner with other bank professionals to service client needs and maximize bank revenues.Maximizing profitability from the Private Banking base whilst countering competition from other providers offering alternative investment / WM opportunities.Safeguard the bank from potential loss / AML fraud/ and ensure ethical behaviorSafeguard banks reputation by ensuring ethical professional behavior at all times before/during after salesEnhance market profile and awareness.Achieve revenue goals, sales &amp; portfolio growth targets across a range of products &amp; services (Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)Acquire 'new to bank' NHW clientsMaintain a superior customer service experience for clients including pre-empting issues and proactive servicing.Minimize customer attritionMaintain proactive client contactUniversity GraduateStrong numbers, selling &amp; investments/ Financial Market KnowledgeStrong Interpersonal skills and cultural sensitivityRelationship Management &amp; Networking skills. Extrovert / Amiable personalityAt least, 8-10 years of experience of a similar job with another bank / financial services co in UAE, they should be certified from the Securities &amp; Investment Institute (SII) for selling investment

Director- Private Banking Front Office

StashAway

<ul><li>StashAway is a digital investment platform that was launched in 2017 to empower people to build and protect wealth in the long term. Offering simple, intelligent, and cost-effective investment and cash management solutions, with dedicated offerings for retail and high-net-worth investors. StashAway has led the way in transforming the way people invest and grow wealth. Today, StashAway operates in five markets, Singapore, Malaysia, Hong Kong, the UAE, and Thailand, with billions of dollars in assets under management. We were ranked among CNBC’s World’s Top Fintech Companies in 2023 and 2024.

We are looking for an experienced Wealth Advisor to guide our existing and prospective high value clients in their investment decisions with StashAway. This is a unique opportunity to join a start-up team to further build StashAway UAE. You will report directly to the Country Manager to strategise and execute AUM impacting initiatives. Within this role, you will work on both short-term and long-term goals, build customer and prospecting relationships, identify AUM growth opportunities, hit quarterly targets and deliver on weekly input KPIs. As part of our dynamic team, you'll also have the opportunity to work alongside industry leaders and innovators, shaping the future of finance.

Responsibilities

Develop a continuous prospect pipeline to achieve AUM targets and expand StashAway's customer base

Proactively assist clients to understand their needs and objectives; effectively communicate StashAway's product value proposition through proposals and presentations

Manage and deepen client relationships to retain and grow existing HNW clients and reinvigorate churned clients

Provide understanding of the markets and StashAway products for the benefit of the client and to deepen loyalty with the brand

Deliver seminars on a variety of financial and market topics to nurture current and prospective clients

Have up-to-date knowledge of financial products for HNW, and be able to communicate on it to clients in both written and verbal form

Projects They Might Work On:

Establishing a Financial Wellness Program where you are required to proactively reach out to companies to deliver educational sessions.

Organizing client facing events

Revamping our client engagement model

Accountabilities of the role:

Driving existing HNW / Premium client AUM

Proactively identifying and onboarding new clients

Hands-on and build long-term client relationships

Benefits

Employee financial and physical well-being

Compensation package: You will receive a competitive total compensation package that includes employee stock options if you are a full-time employee.

Comprehensive insurance coverage: Free panel outpatient GP clinic visits, group hospitalisation and surgical insurance, and Covid hospitalisation insurance coverage (conditions apply).

Management fee discount: You will receive an employee discount on your asset management fees when you invest with StashAway.

Flexible work arrangements and policies

Work-from-home policy: You may choose to work from home or the office depending on what works best for you and your team.

Work-from-anywhere policy: You may request to work remotely for up to eight weeks in another country.

Unlimited paid annual leave: It should be simple for you to decide if you would like to take more or fewer days off. We trust that you are accountable for your work and know best if you need 10 or 30 days of paid annual leave that year.

Personal work equipment budget: It’s important that you have a workstation that’s optimal for you wherever you are.

Learning and development opportunities

Annual L&D budget: You will be given an annual Learning and Development budget to help you continuously learn in your pursuit of your professional and personal development. You may use the budget for resources and tools that may help you perform better at work.

Team bonding budget and initiatives

Quarterly team bonding budget: We encourage you to socialise with colleagues across job functions, departments, and entities to know them better as individuals beyond what they professionally do.

Annual off-sites (Sept): Each off-site gathers all employees for a full day of company-wide team bonding activities and challenges.

Minimum 5 years of client-facing experience in sales development with affluent/HNW clients</li></ul>

Wealth Advisor

IGC Middle East

Key Responsibilities<ul><li>Provide expert financial analysis, forecasting, and strategic planning support to clients</li><li>Develop and maintain financial models for budgeting, valuation, and investment decisions</li><li>Advise on tax planning, compliance, and regulatory matters</li><li>Collaborate with cross-functional teams to optimize financial performance</li><li>Deliver client presentations and reports with clarity and precision</li></ul>Qualifications<ul><li>ACCA accreditation (mandatory)</li><li>4&ndash;6 years of experience in financial consulting, auditing, or corporate finance</li><li>Strong command of financial modeling tools and ERP systems</li><li>Excellent communication and client-facing skills</li><li>Ability to manage multiple projects and meet tight deadlines</li><li>AML and other compliance expereience</li></ul>Job Types: Full-time, PermanentPay: AED9,000.00 - AED15,000.00 per month

Financial Consultant

Nexus Insurance Brokers LLC

The job involves helping prospective clients to manage their money by understanding their needs, financial goals and long term objectives. We extend our services to a wide array of clients ranging from affluent to high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. This incorporates structuring and planning to help them grow their wealth, preserving and protecting wealth. The job brings together estate planning, succession planning, insurance planning, tax planning, children education planning and retirement planning. This will be followed by developing personalized financial plans tailor made as per the the client&#x27;s needs, goals and objectives. Specializing in both personal financial planning and general insurance.

Independent Financial Planner / Wealth Manager / Insurance Advisor

Beaufond PLC

<ul><li>Conduct detailed financial audits to ensure compliance with regulations and accuracy in financial reporting.</li><li>Prepare and analyze complex financial statements, offering strategic insights to support decision-making.</li><li>Manage tax compliance and planning, ensuring adherence to local and international tax laws.</li><li>Advise clients on financial strategies, including budgeting, forecasting, and investment opportunities.</li></ul>

Chartered Accountant

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