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investment advisor

Eiffel Management

Job Posting: Investment AdvisorRole OverviewWe are seeking a seasoned, strategic Investment Advisor to support our Business Group in navigating complex investment landscapes. The ideal candidate will bring deep market expertise and a proven ability to craft bespoke investment strategies aligned with our financial goals, risk appetite, and long-term objectives. This role requires strong analytical capability, sound judgment, and a proactive approach to portfolio oversight and optimization.Key Responsibilities<ul><li>Design, lead, and implement customized investment strategies that reflect market conditions and innovative financial solutions.</li><li>Provide expert guidance on investment decisions, identify opportunities, and deliver insights on market trends, ensuring full regulatory compliance.</li><li>Monitor market developments and portfolio performance, making timely strategic adjustments to enhance returns and mitigate risks.</li><li>Conduct comprehensive financial assessments to understand client objectives, constraints, and risk profiles.</li><li>Stay current on industry trends, macroeconomic developments, and regulatory updates.</li><li>Oversee and advise on the structure and performance of existing invested portfolios.</li></ul>Required Qualifications<ul><li>Master&rsquo;s degree in Finance, Economics, or a related field.</li><li>Professional certifications such as CFA, CFP, or equivalent.</li><li>Minimum of 6 years of experience in investment advisory, wealth management, or related financial services.</li><li>Proven track record managing high-net-worth portfolios and delivering strong strategic investment outcomes.</li><li>Advanced analytical skills and deep understanding of financial markets and instruments, including equities, fixed income, derivatives, structured products, and alternative assets.</li><li>Demonstrated ability to drive growth through strategic initiatives and client-focused solutions.</li></ul>Preferred Qualifications<ul><li>Experience with portfolio management software and investment analysis tools.</li><li>Knowledge of estate planning, tax optimization strategies, and risk management frameworks.</li><li>Strong problem-solving skills and strategic, long-term thinking.</li><li>Established professional network within the investment community and experience working with private clients.</li></ul>Technical Skills<ul><li>Strong proficiency in financial modelling and investment analysis.</li><li>Expertise in investment platforms, CRM systems, portfolio software, and trading technologies.</li><li>In-depth knowledge of asset allocation, portfolio construction, and risk assessment methodologies.</li></ul>Soft Skills &amp; Cultural Fit<ul><li>Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.</li><li>Ability to work independently while collaborating effectively and mentoring team members.</li><li>High ethical standards, integrity, and professionalism in all financial dealings.</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary package starting from AED 50,000 (negotiable based on experience and expertise).</li><li>Opportunities for professional development and career progression.</li></ul>Annual leave with a company-sponsored travel ticket.Job Type: Full-timePay: From AED50,000.00 per month

Investment Advisor

OB LUX PROPERTIES

Job Description&#9989; Achieve daily and monthly KPIs/targets set by the company.Packaged Offered:&#9989;Attractive Commission structure&#9989;Strong marketing &ndash; premium package on property portals&#9989;International and local leads given by the company.&#9989;Continuous training sessions and Development provided.&#9989;International &amp; Local Property Events arranged by the company.&#9989;Dedicated Team to look after your listing and paperwork&#9989;Positive &amp; friendly working environment&#9989;Good Sim Card PackageQualification &amp; Requirements:&#9989;Applicants MUST have UAE real estate experience&#9989;Proven record of successfully closed deals&#9989;Knowledge of Dubai real estate market&#9989;Driving license and car preferably&#9989;Available in Dubai and willing to join immediately&#9989;Passionate, punctual, and a team player&#9989;A positive, determined, self-motivated, smart and enthusiastic attitude&#9989;Highly organized with attention to detail and computer competent.&#9989;Desire and open to learn new skills.&#9989;Have good communication, negotiation, and closing skills.&#9989;Provide excellent customer service&#9989;Multilingual (English, Arabic, Russian, Chinese, French, Italian,German, Spanish, Dutch, Polish etc.)*Job Type: Full-timePay: To be discussed during the interviewAbility to commute/relocate:<ul><li>Dubai: Reliably commute or planning to relocate before starting work (Required)</li></ul>For interested and qualified applicants feel free to send your CV to bassam@ob-lux.com Thank youJob Type: Full-timePay: AED4,000.00 - AED5,000.00 per month

Tisoro Global

Citizenship by investment consultant working across all migration programs in Europe and Caribbean.Relevant experience required with CBI and golden visa programs.Job Types: Full-time, Permanent

Citizenship by investment advisor

Elite Asset Capital

The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.What are we looking for:<ul><li>Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.</li><li>Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.</li><li>Good financial acumen is very important for this role alongside networking and sales skills.</li><li>Primarily responsible for selling India based investment products</li><li>Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .</li><li>Well versed with financial product offerings, both in domestic and international markets</li><li>Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .</li><li>Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.</li><li>Must be able to effectively handle client servicing for wealth management needs.</li></ul>Job Type: Full-timePay: AED4,000.00 - AED9,000.00 per month

Relationship Manager

Real Estate Company - Dubai

We Are Hiring: Female Wealth Advisor Location: UAE (Immediate Joining Required) Experience: Minimum 6 months in Wealth Advisory, Real Estate, Sales, or Client Relationship rolesAbout the RoleWe are looking for a highly articulate and professional Female Wealth Advisor to join our growing team. The ideal candidate will have excellent communication skills, a clear and polished accent, and the ability to confidently engage with both local and international clients. This role focuses on client interaction, lead management, and guiding potential clients through the wealth advisory process.What We Offer<ul><li>Attractive and competitive salary package</li><li>Monthly incentives for achieving performance targets</li><li>Reimbursements covered</li><li>Fresh new leads provided daily</li><li>Opportunity to interact with a global client base</li><li>Supportive team environment with opportunities for professional growth</li></ul>Key Responsibilities<ul><li>Conduct professional consultations with clients through phone, email, Zoom, and other communication channels.</li><li>Handle 150 &ndash; 250 client interactions per day, maintaining a high standard of service.</li><li>Generate new leads, schedule meetings, and follow up with potential clients.</li><li>Present wealth advisory solutions clearly to both local and international clients.</li><li>Promote company campaigns, services, and events.</li><li>Prepare a Daily Sales Report (DSR) at the end of each day.</li><li>Understand client needs and recommend suitable wealth or investment options.</li><li>Achieve performance targets and support overall business growth.</li></ul>Required Qualifications &amp; Skills<ul><li>Minimum 6 months of experience in Wealth Advisory, Real Estate, Sales, or Client Relationship roles (UAE or home country).</li><li>Excellent English communication skills with a clear, professional accent &mdash; this is essential.</li><li>Graduate or undergraduate with strong client-handling and presentation skills.</li><li>Previous experience in high-volume client interaction roles is preferred.</li><li>Ability to confidently communicate with local and international clients.</li><li>Must be based in the UAE with immediate availability.</li><li>Female candidates only (as required for this position).</li></ul>Job Type: Full-timePay: AED4,000.00 per month

Wealth Advisor

Al Hodood Technologies 

We are seeking an experienced Relationship Manager &ndash; Wealth Management (Mutual Funds) to manage and grow a portfolio of High-Net-Worth (HNI) and Non-Resident Indian (NRI) clients. The ideal candidate will have strong expertise in Mutual funds investment advisory, portfolio management, and financial planning, along with a solid understanding of UAE Securities and Commodities Authority (SCA) regulations.This role requires a proactive professional who can deliver high-quality advisory, drive AUM growth, and build long-term relationships in a competitive financial market.Key Responsibilities<ul><li>Manage and grow a portfolio of HNI/NRI clients, ensuring high levels of client satisfaction and retention.</li><li>Provide investment advisory across mutual funds</li><li>Conduct risk profiling, develop tailored financial plans, and ensure suitability of all recommended products.</li><li>Ensure full compliance with UAE SCA regulations, internal policies, and all regulatory requirements.</li><li>Acquire new clients through networking, referrals, and business development strategies.</li><li>Prepare and present portfolio reviews, performance updates, and investment recommendations.</li><li>Achieve AUM, revenue, and sales targets consistently.</li></ul>Requirements<ul><li>8+ years of experience in Wealth Management, Private Banking, or Investment Advisory, Mutual funds experience</li><li>Proven track record managing HNI/NRI portfolios in the UAE or GCC.</li><li>Strong knowledge of UAE SCA rules, compliance standards, and investment suitability guidelines.</li><li>Excellent understanding of financial markets and investment products.</li><li>Outstanding communication, relationship-building, and negotiation skills.</li><li>Ability to work independently and manage high-value clients with discretion and professionalism.</li><li>Bachelor&rsquo;s degree in Finance, Business, Economics, or related field (professional certifications like CFA, CFP, CISI are an advantage).</li></ul>What We Offer<ul><li>Competitive salary + performance-based incentives</li><li>Health insurance and standard UAE benefits</li><li>Strong platform for growth within a leading financial institution</li><li>Access to premium investment products and research</li></ul>Job Type: Full-timePay: AED10,000.00 - AED20,000.00 per month

Mutual Fund Advisor (Financial services - Hindi speaker)

Oceano Apex LLC

Job Title: Client Acquisition Specialist &ndash; Wealth Management (HNI Segment)Company: Oceano Apex LLCLocation: Meydan Grandstand, 6th floor, Meydan Road, Nad Al Sheba, Dubai, UAEEmployment Type: Full-TimeAbout Us:Oceano Apex LLC is a dynamic and forward-thinking wealth management startup based in Dubai. We are committed to providing tailored investment solutions and financial advisory services to a diverse portfolio of High Net Worth Individuals (HNIs). As a growing company, we are seeking passionate and driven individuals who thrive in a startup environment and are ready to contribute to our ambitious growth plans.Job Overview:We are looking for a fresher which is highly motivated Client Acquisition Specialist with a strong command of the Dubai financial market and proven knowledge in handling HNI clients. The ideal candidate will play a critical role in sourcing, engaging, and managing key client relationships while providing them with superior investment advisory services.Key Responsibilities:Identify, connect with, and onboard High Net Worth Individuals (HNIs) in the UAE, especially Dubai.Develop and maintain long-term client relationships by offering personalized wealth management services.Provide financial planning, investment advisory, and portfolio management services tailored to client needs.Monitor market trends, investment instruments, and regulatory changes to recommend suitable products.Collaborate with internal teams to design and implement strategic client acquisition initiatives.Represent Oceano Apex LLC at networking events, industry conferences, and client meetings.Maintain confidentiality and ensure all client interactions comply with local financial regulations.Qualifications &amp; Skills:Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or related field (CFA, CFP is a plus).Minimum 3+ years of experience in wealth management, private banking, or financial advisory roles and fresher can also apply.Strong understanding of investment products, financial markets, and wealth management principles.Excellent communication, negotiation, and interpersonal skills.Demonstrated experience in managing HNI clients in the UAE.Ability to work independently in a startup environment with a growth mindset.Fluency in English is mandatory; Arabic proficiency is an advantage.What We Offer:Competitive salary and performance-based incentives.Opportunity to be part of a fast-growing startup with a collaborative culture.A chance to build your own client portfolio and grow within the company.Exposure to high-value clients and innovative financial products.Job Type: Full-timeJob Type: Full-timePay: AED3,000.00 - AED4,000.00 per month

Client Acquisition Specialist – Wealth Management (HNI Segment)

Explore 583+ Investment advisor in Dubai Jobs In Dubai United Arab Emirates this December. Find roles across top companies and apply now to boost your career.

583 investment advisor jobs IN Dubai Jobs In Dubai United Arab Emirates

Investment Advisor

Investment Advisor

Citizenship by investment advisor

Relationship Manager

Wealth Advisor

Mutual Fund Advisor (Financial services - Hindi speaker)

Client Acquisition Specialist – Wealth Management (HNI Segment)