investment advisor

Elaan Marketing

E*stablished in 1988, House of Elaan, Ovaisco Builders &amp; Developers* are based in Islamabad. Key ongoing and delivered projects include The Magnus Mall, Gulberg Trade Center, GRC, Mall of Korang, Gulberg Icon I &amp; II, Islamabad Square, Twin City Towers, Swiss Suites Ayubia &amp; Bhurban, The Delicacy in Bahria Town, and PWD Islamabad.Elaan needs Investment Advisors with 3 years' experience, a strong background in high-rise projects. The ideal candidate must possess an active and verified network of investors, dealers, and end-users, along with proven expertise in real estate sales and development across Islamabad.Please forward your CV 0300-8523878 (NO CALLS AT ALL).Candidate MUST be able to:Develop and maintain a strong network of valid investors, certified dealers, and serious end-user buyersDrive sales strategies specifically tailored for high-rise residential and commercial projects in Islamabad&rsquo;s real estate marketBuild and manage long-term relationships with key stakeholders, including developers, brokers, and property consultantsIdentify new business leads, joint venture opportunities, and strategic partnerships aligned with project goalsCoordinate client meetings, site visits, and deal closures while ensuring premium customer experience and satisfactionEnsure up-to-date market knowledge on competing projects, buyer trends, and investor expectations in IslamabadCollaborate with marketing teams to align sales campaigns with project timelines, inventory, and positioningRegularly report sales performance, client feedback, and pipeline status to senior leadership for strategic decision-makingJob Type: Full-timePay: Rs60,000.00 - Rs80,000.00 per monthWork Location: In person

Investment Advisor

York Towers

<div>
 York Towers is a global luxury real estate development leader of York Holding Group. Since 2016, we have delivered exceptional properties and managed six dynamic projects across five countries and three continents. With eight offices worldwide, we leverage cutting-edge technology and market insights to create multicultural residential communities that redefine modern living.
 
 
 
 Scope:
 
 The Real Estate Investment Advisor is responsible for guiding clients through the process of making profitable real estate investments in Georgia. This role requires a combination of sales expertise, investment knowledge, and real estate market insight to provide clients with tailored advisory services.
 
 
 
 Responsibilities
 
 
 
 Lead Management &amp; Client Engagement
 
 
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 Make initial contact with potential clients once leads are received.
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 Conduct follow-up calls, emails, and messages to engage and qualify potential clients.
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 Arrange meetings (virtual or in-person) with clients to present investment opportunities.
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 Maintain timely and professional communication with all clients.
 
 
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 Investment Advisory
 
 
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 Advise clients on real estate investment opportunities, including ROI, NPV, and rental yield analysis.
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 Prepare and deliver tailored investment proposals based on client financial goals.
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 Conduct property presentations, site visits, and investment briefings.
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 Track and monitor client portfolios, ensuring consistent value delivery.
 
 
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 Reporting &amp; Coordination
 
 
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 Provide regular updates and client feedback reports to the Investment Advisory Manager.
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 Document all client interactions in CRM systems.
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 Collaborate with Legal, Finance, Portfolio Management and Marketing teams to ensure smooth transaction processes.
 
 
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 Market &amp; Knowledge Development
 
 
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 Stay updated on Georgian real estate laws, regulations, and market trends.
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 Maintain awareness of construction, architectural, and property development aspects to better advise clients.
 
 
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 Qualifications &amp; Skills
 
 
 
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 2&ndash;4 years of experience in sales (preferable in real estate), or investment advisory
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 Good financial acumen, with knowledge of ROI, NPV, IRR, and property valuation.
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 Excellent communication, negotiation, and presentation skills.
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 Fluent in Arabic and English (Russian or other languages an advantage).
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 Proficiency with CRM systems and MS Office tools.
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 Highly self-motivated, results-driven, and client-focused.
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Real Estate Investment Advisor

Metropolitan Capital Real Estate

Job Title: Investment Real Estate Sales Advisor Company: Metropolitan Capital Real Estate Location: Abu Dhabi, United Arab Emirates Job Type: Full-Time Industry: Real EstateAbout Metropolitan Capital Real EstateMetropolitan Capital Real Estate is a premier real estate agency in Abu Dhabi, specializing in residential and commercial property sales, leasing, and investment advisory. With exclusive access to high-potential developments and a reputation for market intelligence, we help investors identify and capitalize on strategic opportunities across the UAE.Role OverviewWe are seeking a results-driven and financially savvy Investment Real Estate Sales Advisor to join our dynamic team. This role is ideal for professionals with a strong understanding of property investment, market analysis, and client relationship management. You will guide investors through the acquisition process, offering tailored advice and data-driven insights to maximize returns.Key Responsibilities<ul><li>Advise clients on real estate investment opportunities across residential, commercial, and off-plan sectors</li><li>Conduct financial analysis, ROI projections, and market research to support investment decisions</li><li>Present investment proposals and guide clients through the sales process</li><li>Build and maintain relationships with investors, developers, and financial institutions</li><li>Stay informed on market trends, regulatory updates, and emerging investment zones</li><li>Negotiate and close deals with professionalism and strategic insight</li><li>Use CRM systems to manage leads, interactions, and transaction records</li><li>Achieve monthly performance targets and contribute to team growth</li></ul>Qualifications<ul><li>Minimum 2&ndash;3 years of experience in real estate investment sales or advisory</li><li>Strong knowledge of the UAE property market and investment dynamics</li><li>Excellent communication, negotiation, and presentation skills</li><li>Fluent in English; additional languages are an advantage</li><li>UAE driving license and own vehicle preferred</li><li>Proficiency in CRM platforms and financial modeling tools</li><li>Professional demeanor, analytical mindset, and client-focused approach</li></ul>What We Offer<ul><li>Competitive commission structure with uncapped earning potential</li><li>Access to exclusive investment listings and developer partnerships</li><li>Full marketing, legal, and administrative support</li><li>Ongoing training and career development programs</li><li>Collaborative and multicultural team environment</li></ul>Job Type: Full-time

Investment Real Estate Sales Advisor

Orient Insurance

We are looking for financial advisor to sell our life insurance and investment products across UAE region.We offer salary, commission, visa and medical insurance card.Job Type: Full-time

Financial Advisor

Talent Unlimited- Recruitment and Client Services

Company : EFU LIFE Assurance CompanyEducation : Minimum BachelorFinancial Advisor duties and responsibilitiesA Financial Advisor is responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals. This professional&rsquo;s job duties include:<ul><li>Meeting individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets</li><li>Offering strategic advice on products and services, such as investments, insurance coverage and debt management tools</li><li>Securing stocks and bonds and establishing progressive savings accounts</li><li>Moving money from accounts per industry and federal regulations</li><li>Performing market research to stay current with financial trends</li><li>Preparing financial documents, such as income projections and investment reports</li><li>Maintaining compliance with all rules and regulations in the financial industry</li><li>Identifying and pursuing potential clients to maintain a strong client base.</li></ul>Job Type: Full-timeAbility to commute/relocate:<ul><li>Hyderabad: Reliably commute or willing to relocate with an employer-provided relocation package (Required)</li></ul>Education:<ul><li>Bachelor's (Required)</li></ul>Job Type: Full-timePay: From Rs30,000.00 per monthWork Location: On the road

Young Indian Scientist Pvt Ltd

<ul><li>Connect with individuals, schools, and community leaders to explain company projects.</li><li>Build and maintain strong public relationships to encourage funding participation.</li><li>Guide contributors through the process of supporting our educational mission.</li><li>Represent the organization professionally in public interactions and meetings.</li><li>Coordinate with the company&rsquo;s management team for progress reporting and updates.</li><li>Ensure enough Investment is coming to the company</li><li>Recruit Train and maintain team if Needed</li></ul>Job Types: Full-time, PermanentPay: &#8377;50,000.00 - &#8377;80,000.00 per monthApplication Question(s):<ul><li>Are you ready to Work as a Financial Advisor to a Startup company?</li></ul>Work Location: In person

Abu Dhabi Islamic Bank - Egypt

<div>
 
 
 
 KEY ACCOUNTABILITIES
 
 
 
 
 Client Relationship
 
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 Building and maintaining strong relationships with high networth clients to understand their financial goals, investment preferences and risk appetite. Acting as a trusted advisor, providing the highest level of personalized service to meet clients&rsquo; expectations
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 Portfolio Management
 
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 Developing and implementing investment strategies that align with clients&rsquo; goals and risk profiles. Performing regular financial reviews and making investment recommendations to optimize clients&rsquo; investment portfolios
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 Business Development
 
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 Identifying and acquiring new clients through networking, referrals and targeted marketing activities.
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 Collaborating with internal teams to leverage cross selling opportunities and expand the bank&rsquo;s private banking business
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 Financial Planning
 
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 Conducting comprehensive financial analysis, including cash flow management, estate planning and risk management
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 Providing tailored financial plans to help clients achieve their long term financial objectives
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 Market Research and analysis
 
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 Keeping up to date with market trends, economic news and industry development to provide timely market insights and investment recommendation to clients.
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 Conducting thorough research on investment products, assets classes and investment opportunities
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 Compliance and Risk Management
 
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 Ensuring compliance with regulatory requirements and internal policies to mitigate potential risks.
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 Conducting due diligence on clients&rsquo; accounts and investment opportunities to evaluate risks and ensure suitability
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 Financial KPIs
 
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 Grow customer base by attracting new customers
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 Grow AUMs including investments, deposits and other financial products
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 Maintain positive net new money (NNM) by attracting fresh funds either from existing or new clients
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 Responsible for generating revenue for the bank through various products and services offered to clients. Including but not limited to investment fees, transactional activities fees etc&hellip;
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 Effectively manage clients&rsquo; portfolio profitability by maximizing profitability and being cost effective
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 Achieving revenue targets including revenue growth, AUMs growth, and profitability including number and value of investment products
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 Increase Cross selling and product penetration by deeply understanding clients&rsquo; financial needs and offer them suitable product and services
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 Team Collaboration
 
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 Collaborating with internal teams such as wealth advisors, investment advisors, product specialists and operations teams, to deliver holistic financial solutions and services to clients
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 Minimum Qualifications:
 
 
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 A bachelor degree or more (preferably MBA) in Finance, economics or a related field
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 Certified Financial Planner or Certified Financial Analyst or Certified Investment Management Analyst
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 Solid and proven knowledge of Financial markets and investment instruments and trading strategies
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 Proven 7 years in branches preferably out of which 4-5 years&rsquo; experience in private banking or wealth management with focus on high net worth clients
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 Solid Financial analysis skills conducting quantitative and qualitative analysis and evaluating investment opportunities with experience in assessing risks and returns profiles of various investment options
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 Generic Skills:
 
 
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 Strong Sales skills to attract and retain clients
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 Build trusted relationships and tailor personalized investment advice based on client&rsquo;s individual needs and objectives
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</div>

Private Banking Advisor

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