investment advisor

Metropolitan Capital Real Estate

<p><b>Investment Real Estate Sales Advisor</b></p><p><b>Metropolitan Capital Real Estate &ndash; Abu Dhabi, UAE</b><br/><b>Full‑Time | On‑Site | High Commission Earnings | Investment‑Focused Role</b></p><p><b>About Metropolitan Capital Real Estate</b></p><p>Metropolitan Capital Real Estate is one of Abu Dhabi&rsquo;s leading and fastest‑growing brokerages, specializing in residential, luxury, and investment‑grade properties. With exclusive developer partnerships and access to high‑performing off‑plan and ready assets, we provide our advisors with the strongest platform to succeed.</p><p>We are seeking a knowledgeable and results‑driven <b>Investment Real Estate Sales Advisor</b> to guide investors, analyze opportunities, and close high‑value transactions in Abu Dhabi&rsquo;s rapidly expanding real estate market.</p><p><b>Key Responsibilities</b></p><ul><li>Advise clients on <b>property investment strategies</b>, ROI, rental yields, and capital appreciation</li><li>Conduct detailed <b>investment consultations</b>, financial breakdowns, and market analyses</li><li>Promote high‑performing off‑plan and ready properties from top Abu Dhabi developers</li><li>Build and manage a portfolio of investors, high‑net‑worth individuals, and referral partners</li><li>Present tailored investment proposals, payment plans, and long‑term wealth‑building options</li><li>Stay updated on market trends, developer incentives, and new project launches</li><li>Negotiate offers and close investment‑driven transactions with accuracy and professionalism</li><li>Maintain CRM records and follow company sales processes</li></ul><p><b>Requirements</b></p><ul><li>Experience in real estate sales, <b>investment advisory</b>, or financial services is highly preferred</li><li>Strong analytical skills and understanding of ROI, yields, and investment metrics</li><li>Excellent communication, negotiation, and presentation abilities</li><li>Ability to build trust with investors and high‑net‑worth clients</li><li>Highly motivated, disciplined, and target‑driven</li><li>Valid UAE driving license and access to a car</li><li>Fluency in English; additional languages (Arabic, Russian, Mandarin, French, etc.) are an advantage</li><li>Knowledge of Abu Dhabi&rsquo;s investment market is a strong plus</li></ul><p><b>What We Offer</b></p><ul><li>Attractive <b>commission structure</b> with exceptional earning potential</li><li>Access to high‑performing investment properties and exclusive project launches</li><li>Full marketing, administrative, and CRM support</li><li>Professional training tailored to investment advisory and financial analysis</li><li>A multicultural, supportive, and high‑performance work environment</li><li>Clear career growth pathways within a leading real estate group</li></ul><p><b>Why Join Us</b></p><p>As an Investment Real Estate Sales Advisor at Metropolitan Capital Real Estate, you&rsquo;ll work directly with serious investors and high‑value opportunities. With premium inventory, strong developer relationships, and full operational support, you&rsquo;ll have everything you need to build a powerful investment‑focused real estate career.</p><p><b>How to Apply</b></p><p>Submit your CV through Indeed. Only shortlisted candidates will be contacted.</p><p>Work Location: In person</p>

Investment Real Estate Sales Advisor

JPMorganChase

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.<br>
</div><div></div><br>
<div><b>Job responsibilities</b>
</div><div><ul><li>Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients' needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b>
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b>
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor's degree preferred</li><br>
</ul></div><div></div><br>
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.
</div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
<br>
<p>Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</p>
<p>As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.</p></div>

J.P. Morgan Wealth Management - Private Client Advisor - Silverthorne, CO

<p><b>Investment Property Sales Advisor</b></p><p><b>Metropolitan Capital Real Estate &ndash; Abu Dhabi, UAE</b><br/><b>Full‑Time | On‑Site | High Commission Earnings | Investment‑Focused Role</b></p><p><b>About Metropolitan Capital Real Estate</b></p><p>Metropolitan Capital Real Estate is one of Abu Dhabi&rsquo;s leading and fastest‑growing brokerages, specializing in residential, luxury, and investment‑grade properties. With exclusive developer partnerships and access to high‑performing off‑plan and ready assets, we provide our advisors with the strongest platform to succeed.</p><p>We are seeking a knowledgeable and results‑driven <b>Investment Property Sales Advisor</b> to guide investors, analyze opportunities, and close high‑value transactions in Abu Dhabi&rsquo;s rapidly expanding real estate market.</p><p><b>Key Responsibilities</b></p><ul><li>Advise clients on <b>property investment strategies</b>, ROI, rental yields, and capital appreciation</li><li>Conduct detailed <b>investment consultations</b>, financial breakdowns, and market analyses</li><li>Promote high‑performing off‑plan and ready properties from top Abu Dhabi developers</li><li>Build and manage a portfolio of investors, high‑net‑worth individuals, and referral partners</li><li>Present tailored investment proposals, payment plans, and long‑term wealth‑building options</li><li>Stay updated on market trends, developer incentives, and new project launches</li><li>Negotiate offers and close investment‑driven transactions with accuracy and professionalism</li><li>Maintain CRM records and follow company sales processes</li></ul><p><b>Requirements</b></p><ul><li>Experience in real estate sales, <b>investment advisory</b>, or financial services is highly preferred</li><li>Strong analytical skills and understanding of ROI, yields, and investment metrics</li><li>Excellent communication, negotiation, and presentation abilities</li><li>Ability to build trust with investors and high‑net‑worth clients</li><li>Highly motivated, disciplined, and target‑driven</li><li>Valid UAE driving license and access to a car</li><li>Fluency in English; additional languages (Arabic, Russian, Mandarin, French, etc.) are an advantage</li><li>Knowledge of Abu Dhabi&rsquo;s investment market is a strong plus</li></ul><p><b>What We Offer</b></p><ul><li>Attractive <b>commission structure</b> with exceptional earning potential</li><li>Access to high‑performing investment properties and exclusive project launches</li><li>Full marketing, administrative, and CRM support</li><li>Professional training tailored to investment advisory and financial analysis</li><li>A multicultural, supportive, and high‑performance work environment</li><li>Clear career growth pathways within a leading real estate group</li></ul><p><b>Why Join Us</b></p><p>As an Investment Property Sales Advisor at Metropolitan Capital Real Estate, you&rsquo;ll work directly with serious investors and high‑value opportunities. With premium inventory, strong developer relationships, and full operational support, you&rsquo;ll have everything you need to build a powerful investment‑focused real estate career.</p><p><b>How to Apply</b></p><p>Submit your CV through Indeed. Only shortlisted candidates will be contacted.</p><p>Work Location: In person</p>

Investment Property Sales Advisor

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.</div><div><br>
</div><div><b>Job responsibilities</b></div><div><ul><li>
Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li><li>
Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li><li>
Demonstrate a deep understanding of financial markets and sound business judgement</li><li>
Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li><li>
Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li><li>
Provide a holistic view of clients' needs and financial coaching beyond investments</li><li>
Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li></ul></div><div><b>
Required qualifications, capabilities, and skills</b></div><div><ul><li>
At least 2 years in a Financial Advisor role or equivalent financial services experience</li><li>
Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li><li>
Demonstrated ability and commitment to goals-based planning and advice</li><li>
A valid and active Series 7</li><li>
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li></ul></div><div><b>
Preferred qualifications, capabilities, and skills</b></div><div><ul><li>
Certified Financial Planning (CFP&reg;) certification is preferred</li><li>
Bachelor's degree preferred</li></ul></div><div>
</div><p>FEDERAL DEPOSIT INSURANCE ACT:</p><p>
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.<br>
</p><div>INVESTMENT AND INSURANCE PRODUCTS ARE:</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.</div></div>
<b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p></div>

J.P. Morgan Wealth Management - Private Client Advisor - Lynwood, CA

<div><b>JOB DESCRIPTION</b><br>
<br>
<br>
<div><div>At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
</div><div><br>
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.<br>
</div><div></div><br>
<div><b>Job responsibilities</b>
</div><div><ul><li>Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity</li>
<li>Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management</li>
<li>Demonstrate a deep understanding of financial markets and sound business judgement</li>
<li>Exhibit unwavering integrity that points toward doing right by clients at every opportunity</li>
<li>Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments</li>
<li>Provide a holistic view of clients' needs and financial coaching beyond investments</li>
<li>Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want</li>
</ul></div><div><b>Required qualifications, capabilities, and skills</b>
</div><div><ul><li>At least 2 years in a Financial Advisor role or equivalent financial services experience</li>
<li>Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners</li>
<li>Demonstrated ability and commitment to goals-based planning and advice</li>
<li>A valid and active Series 7</li>
<li>A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
</li><li>A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment</li>
</ul></div><div><b>Preferred qualifications, capabilities, and skills</b>
</div><div><ul><li>Certified Financial Planning (CFP&reg;) certification is preferred</li>
<li>Bachelor's degree preferred</li><br>
</ul></div><div></div><br>
<div>INVESTMENT AND INSURANCE PRODUCTS ARE:
</div><div><br>
&bull; NOT FDIC INSURED &bull; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY &bull; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES &bull; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
</div><div><br>
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase &amp; Co. Products not available in all states.
</div></div><b>ABOUT US</b><br>
<br>
<br>
<p>Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
</p><p></p><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><p></p><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p></p><p>Equal Opportunity Employer/Disability/Veterans</p><br>
<br>
<br>
<b>ABOUT THE TEAM</b>
<br>
<br>
Our Consumer &amp; Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions &ndash; all while ranking first in customer satisfaction.</div>

J.P. Morgan Wealth Management - Private Client Advisor - Wilmington, DE

Bank Nizwa

<div>
 <p>
  <strong>
   Department:
  </strong>
  Treasury, Investment Banking and International Business Group (TIBIG)
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Purpose
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  The role is responsible for setting up inhouse portfolio and fund management businesses and assisting clients in managing their investment across asset classes through Shariah compliant strategies. The overall objective of this role is to set up the investment management function to act as strategic advisor to our clients by formulating investment strategies and raising assets under management (AUMs). The role is responsible for setting up public funds covering both sukuks and equities, pitching investment advisory services to bank&rsquo;s clients to get discretionary mandates and coordinating with internal stakeholders as well as external regulators for ensuring full compliance with rules and guidelines. This role requires a seasoned investment professional with extensive experience in cross asset portfolio management, fund structuring, and regulatory compliance, strong client relationships, and a track record in building AUMs. The role will be involved in other key aspects of the Investment Banking unit&rsquo;s activities including supporting the wealth management business, risk management, performance analysis reporting, and the continuous build-out of the team&rsquo;s operating infrastructure.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Role &amp; Responsibilities
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Business Development Strategy
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Set up public funds and develop investment strategies to attract AUMs
  </li>
  <li>
   Build relationships by providing sophisticated investment solutions tailored to the clients' needs in line with their risk/return objectives
  </li>
  <li>
   Manage specific investment mandates and communicating internally and externally on the changing risk/return characteristics of the asset class and securities held in the portfolio
  </li>
  <li>
   Review and recommend investment strategies for clients and identify criteria for evaluating and appointing third party investment managers
  </li>
  <li>
   Identify and pursue new business opportunities, leveraging industry contacts and market knowledge.
  </li>
  <li>
   Serve as the primary point of contact for clients, providing expert advice and guidance on Investment advisory transactions.
  </li>
  <li>
   Work on RFPs and EOIs for submission to prospective clients for the award of discretionary portfolio mandates
  </li>
  <li>
   Conduct market research and analysis to identify trends and opportunities
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Investment Management execution, Risk Management, Regulatory Compliance and Market Research
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Assist in areas including Investment Strategy, Risk management as well as Investment Operations
  </li>
  <li>
   Provide inputs on an ongoing basis with regards to potential opportunities or developing risks in the markets based on market research and trends
  </li>
  <li>
   Assist in developing internal presentations for Committee meetings, investment proposals, or other purposes as needed
  </li>
  <li>
   Manage the end-to-end process of setting up public funds including regulatory approvals and licenses, appointment of key service providers and marketing to core investors
  </li>
  <li>
   Coordinate with legal, compliance, and other internal and external teams to ensure seamless execution.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Performance Management and Brand Positioning
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Develop and implement strategic plans to achieve business objectives and drive growth
  </li>
  <li>
   Monitor industry developments and competitive landscape to formulate business strategy
  </li>
  <li>
   Achieve revenue and profitability targets for the IB unit
  </li>
  <li>
   Manage budgets and financial performance, ensuring efficient use of resources
  </li>
  <li>
   Position the bank as a top Islamic Investment Management Solutions provider in Oman and the GCC region
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Education
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in any discipline, preferably in Finance/Economics/Business
  </li>
  <li>
   Master&rsquo;s Degree is preferable
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Professional Qualifications
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   CFA, CAIA or FRM
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Work Experience
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Minimum 10 years work experience in banking/financial institutions with at least 5 years' experience in in asset management or investment advisory
  </li>
  <li>
   Deep expertise in domestic and regional financial markets, having strong relationships with Financial Institutions, NBFIs, takaful/insurance, pension funds, Corporates and regulatory bodies
  </li>
  <li>
   Well-versed with local and international capital market standards, rules &amp; regulations with track record of success in structuring funds and managing portfolios
  </li>
  <li>
   Proven track record of successful transaction execution and client relationship management
  </li>
  <li>
   Proven track record of driving revenue and AUMs growth
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   General Competencies
  </strong>
 </p>
 <p>
  <br/>
 </p>
 <ul>
  <li>
   Strong analytical and quantitative skills
  </li>
  <li>
   Excellent communication, negotiation and presentation skills
  </li>
  <li>
   Ability to multi-task, prioritize, and pivot efficiently
  </li>
  <li>
   Excellent organization and interpersonal skills
  </li>
  <li>
   Ability to build and maintain relationships with clients, colleagues, and stakeholders
  </li>
  <li>
   Competent with MS Office and comfortable with using platforms such as Bloomberg/Reuters
  </li>
  <li>
   Other core competencies: Strategic thinking, Problem-solving, Self-driven, Integrity, and passion for Customers
  </li>
 </ul>
 <p>
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 </p>
</div>


Portfolio Manager – Investment Advisory

Fidelity Investments

<div><h3 class="jobSectionHeader"><b>Job Description:</b></h3><p>
You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower professional flexibility, growth, and support thus enabling long-term success for you and our clients.</p><p><b>
The Purpose of Your Role</b></p><p>
Working in our Investor Center, you will develop customized financial plans through a wide range of products and services using your sound judgment, keen knowledge of products, and Fidelity&lsquo;s planning tools. Instead of spending your time sourcing new customers, you will engage with existing clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor.</p><p><b>
The Expertise We&rsquo;re Looking For</b></p><ul><li><p>
FINRA Series 7 &amp; 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire</p></li><li><p>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</p></li><li><p>
Leveraging technology, you can prepare for and conduct efficient one-on-one appointments to make the best use of the client&rsquo;s time, as well as plan for post-appointment follow-up</p></li><li><p>
Growing relationships through proactive outreach, you seek to understand clients&rsquo; goals and objectives and refer them to a wealth management partner based on needs and financial complexity</p></li><li><p>
Degree and/or other professional certifications such as a CFP are helpful; if you don&rsquo;t already have a CFP or degree, our Tuition Reimbursement program can help you obtain one!</p></li></ul><p><b>
The Skills You Bring</b></p><ul><li><p>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</p></li><li><p>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</p></li><li><p>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</p></li></ul><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><p><b>
Our Investments in You</b></p><p>
Fidelity&rsquo;s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!</p><p><b>
The Value You Deliver</b></p><p>
In this role you will work directly with clients to help them make investment decisions that are in their best interest. By effectively navigating Fidelity&rsquo;s planning and guidance tools, presenting and implementing solutions that best meet the client&rsquo;s needs, you will have a lasting impact on the client&rsquo;s financial future.<br>
<br>
Please note this role requires in-person attendance in the assigned Branch location.</p><p>
Note: Fidelity will not provide immigration sponsorship for this position.</p><h3 class="jobSectionHeader"><b>
Certifications:</b></h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader"><b>
Category:</b></h3>
Sales<p>
Please be advised that Fidelity&rsquo;s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.</p></div>

Investment Consultant - Fairlawn, OH

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