investment advisor

Freedom Finance MENAT

<div>
 
 Freedom Yat&inodot;r&inodot;m Menkul De&gbreve;erler A.&Scedil;. is the brokerage firm of Freedom Holding, a dynamic and rapidly growing financial services company operating in the banking, brokerage, and insurance sectors, now preparing to launch operations in Turkey.
 
 
 
 
 
 As part of our strategic expansion plans in the MENA region, we are looking for an experienced and proactive team member to join us in for the position of Investment Advisor (Assistant Manager, Manager, Senior Manager).
 
 
 
 
 
 
 Responsibilities
 
 
 <ul>
 <li>
 Actively acquire new clients (retail and corporate investors) for Freedom&rsquo;s licensed brokerage entity in Turkey;
 </li>
 <li>
 Present the company&rsquo;s investment products and capital market, including international stocks, ETFs, bonds, structured products, and, Sukuk- Mudaraba
 </li>
 <li>
 Advise clients on the account opening process, onboarding, KYC/AML requirements;
 </li>
 <li>
 Build and maintain long-term relationships with clients, managing an individual client portfolio;
 </li>
 <li>
 Support clients through the entire investment process &mdash; from onboarding to ongoing portfolio management;
 </li>
 <li>
 Organize and participate in client meetings, seminars, webinars, and other promotional events;
 </li>
 <li>
 Maintain accurate records in the CRM system and prepare sales reports as required;
 </li>
 <li>
 Liaise with internal departments (back office, legal, compliance) to resolve client-related matters.
 </li>
 </ul>
 
 
 
 
 
 Requirements
 
 
 <ul>
 <li>
 A candidate who holds a Capital Markets (SPL) Level 3 license/ Derivatives Licence
 </li>
 <li>
 Minimum 5 years experience as investment advisor in a brokerage company
 </li>
 <li>
 Experience selling investment products in brokerage firms
 </li>
 <li>
 Solid knowledge of local and international markets (Borsa Istanbul, US equities)
 </li>
 <li>
 Active and proven personal client base
 </li>
 <li>
 Successful track record with HNW/UHNW clients
 </li>
 <li>
 Strong communication and sales skills
 </li>
 <li>
 Client-oriented, persuasive, and motivated
 </li>
 <li>
 High discipline and drive to grow in an international company
 </li>
 </ul>
 
 
 
 
 
 Why Join Us?
 
 
 <ul>
 <li>
 Become part of Freedom Holding, a rapidly growing, global, and dynamic organization in the banking, brokerage, and insurance sectors across the MENA region and beyond.
 </li>
 <li>
 Take a leadership role where your strategies and decisions will directly shape the growth direction of the business in the region.
 </li>
 <li>
 Benefit from incentive plans and development opportunities tied to your performance and results.
 </li>
 <li>
 Engage directly with senior leaders and be recognized for your achievements, leadership skills, and results-driven approach.
 </li>
 </ul>
 
 
</div>

Investment Advisor

Parcel Estates

Property Consultant &ndash; Off-Plan Real Estate Company: Parcel Estates (Dubai) Compensation: Commission-Based (up to 70%) Hiring: ImmediateAbout Us Parcel Estates is a leading Dubai-based real estate firm specializing in off-plan and commercial property investments for global clients. We combine technology with personalized advisory to deliver a seamless experience to investors worldwide.Role Highlights We&rsquo;re seeking motivated Real Estate Consultants to join our team. If you&rsquo;re driven, results-oriented, and passionate about Dubai&rsquo;s property market, this is your chance to grow with a trusted brand.What You&rsquo;ll Do:<ul><li>Build and manage strong client relationships.</li><li>Advise investors on Dubai&rsquo;s off-plan projects and market trends.</li><li>Conduct property tours (virtual &amp; in-person).</li><li>Negotiate and close deals with integrity.</li><li>Handle documentation and compliance smoothly.</li></ul>Requirements:<ul><li>Freshers welcome (training provided).</li><li>1+ year real estate sales experience preferred.</li><li>Strong communication &amp; negotiation skills.</li><li>Fluent in English (other languages are a plus).</li><li>Motivated, proactive, and results-driven.</li></ul>What We Offer: High commissions (up to 70%) + timely payouts Verified daily leads Visa, medical coverage &amp; broker card Laptop, phone + sim card provided AI-powered tools &amp; training for faster conversions Career growth in a collaborative, inclusive environmentApply Now: Send CV to hr@parcelestates.ae or WhatsApp: +971 52 9679038Job Type: Full-timePay: AED1.00 - AED5.00 per monthExperience:<ul><li>Real Estate: 3 years (Required)</li></ul>Language:<ul><li>English, Arabic, Urdu (Required)</li></ul>

Property Investment Advisor

JULIUS BAER

<div>At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let&rsquo;s shape the future of wealth management together.
OBJECTIVE OF THE ROLE
 
 
The job profile is an investment advisory role with a primary focus to drive business growth and ensure high-quality investment advice is delivered to clients in the newly established Abu Dhabi office in ADGM. In addition to managing your own client portfolios, this role also acts as the main point of contact for clients, RMs and branch management for all investment-related topics.
 
 
You will be teaming up with Relationship Managers (RMs) in prospecting new clients, managing existing client portfolios, and ensuring retention by providing holistic investment and portfolio advice across all asset classes and products. The incumbent shall build highly effective relationships across the Bank to maintain and improve knowledge of the business and its latest products and services to optimise services to clients.
 
 
You will also act as GPS&rsquo; ambassador inside and outside the Bank, building and maintaining relationships with internal as well as external stakeholders.
 
 
The role requires a sound understanding of local Compliance and risk management frameworks.
 
Furthermore, you will be one of the primary contacts for RMs in advisory matters in Abu Dhabi, including scalable advisory service models, possessing a collaborative approach to position bank&rsquo;s offerings and discretionary solutions to clients.
 
 
This role reports to the Head CC&amp;A Middle East.
<h2 class="jobSectionHeader">YOUR CHALLENGE
</h2>DUTIES &amp; RESPONSIBILITIES
Client Advisory &amp; Relationship Management:
<ul><li>Key interface function between RMs in Abu Dhabi and the Investment Advisory Team within CC&amp;A (both regionally and globally)
</li><li>Ambassador of the Julius Baer Value Proposition
</li><li>Joining client meetings as an investment specialist and supporting the front with proposals and holistic portfolio ideas
</li><li>Providing active support in acquisition and retention of mandate solutions (Discretionary and Advisory Mandates)
</li><li>Holistic business development and active collaboration with different competence centres, regionally and globally (Investment Management and various GPS units including Investment Specialist, Wealth Planning)
</li><li>Partner with RMs and various internal stakeholders to deliver quality advisory, improve profitability and share-of-wallet
</li><li>Collaborate, build and maintain long-term relationships with clients, RMs and various other internal stakeholders
</li></ul>Business Development &amp; Growth:
<ul><li>Team up with RMs to identify business opportunities, acquire and expand client base in the region and especially in the newly established office in ADGM
</li><li>Drive AUM growth by acquiring new clients and representing the team to deepen existing relationships
</li><li>Collaborate with various specialist team to promote investment solutions of the bank
</li></ul>Compliance &amp; Risk Management:
<ul><li>Ensure adherence to regulatory guidelines and internal compliance policies
</li><li>Practise vigilance to minimize operational errors
</li><li>Establish risk tolerance and best asset allocation strategy in cooperation with clients
</li></ul><h2 class="jobSectionHeader">YOUR PROFILE
</h2><ul><li>Extensive (8-10+ years) professional experience in banking and finance, preferably in Investment Advisory, Discretionary Portfolio Management or Asset Management
</li><li>Ability to effectively manage internal and external stakeholders in a highly articulate and professional manner
</li><li>Excellent interpersonal skills, empathic personality, charisma, power of persuasion
</li><li>Drive for results
</li><li>Ability to relate to clients and colleagues from diverse backgrounds
</li><li>Strong ability for planning, organising and communicating a clear vision
</li><li>Good judgement and ability to work under pressure
</li><li>University Degree or Apprenticeship/High School Diploma, preferably in Economics or Finance
</li><li>Further education in financial markets (CFA, CAIA, etc.) is an asset
</li><li>Genuine passion for financial markets with good knowledge in all asset classes and financial products (alternatives, funds, structured products, etc.)
</li><li>Knowledge in all applicable regulatory requirements / regimes
</li><li>Languages
<ul><li>Mandatory: English (excellent written and oral skills)
</li><li>Additional languages (including Arabic) would be an asset
</li></ul></li></ul><ul><li>Financial information tools (knowledge e.g. Reuters/Eikon, Bloomberg)
</li></ul>We are looking forward to receiving your full job application through our online application tool.</div>

Investment Advisor Abu Dhabi (ADGM)

Full job descriptionKey Responsibilities<ul><li>Sales Strategy &amp; Planning:</li><li>Develop and implement effective sales strategies to meet company revenue targets and growth objectives.</li><li>Create detailed sales plans, campaigns, and initiatives that align with market trends and customer demands.</li><li>Monitor market trends and adjust sales tactics accordingly to ensure competitive advantage.</li><li>Team Management &amp; Development:</li><li>Lead, manage, and motivate the sales team to achieve set targets and goals.</li><li>Hire, train, and mentor new sales staff to improve team performance and productivity.</li><li>Provide ongoing coaching, feedback, and performance evaluations for team members.</li><li>Client Relationship Management:</li><li>Build and maintain strong relationships with key clients, investors, and partners.</li><li>Ensure a high level of customer satisfaction by resolving issues and addressing customer concerns promptly.</li><li>Negotiate and close deals with high-value clients and investors.</li><li>Dealer Networking:</li><li>Develop and manage relationships with real estate dealers, brokers, agents, and third-party sales channels.</li><li>Expand the company&rsquo;s dealer network by identifying and onboarding new dealers and agents.</li><li>Provide dealers with the necessary tools, training, and support to sell the company&rsquo;s properties effectively.</li><li>Monitor dealer performance and work closely with them to achieve sales targets.</li><li>Build strong partnerships with external sales partners to increase market reach and generate leads.</li><li>Sales Targets &amp; Reporting:</li><li>Set individual and team sales targets in alignment with the company&rsquo;s objectives.</li><li>Regularly track and report on sales performance, analyzing trends and adjusting strategies as necessary.</li><li>Prepare monthly, quarterly, and annual sales performance reports for senior management.</li><li>Marketing Collaboration:</li><li>Work closely with the marketing team to develop promotional materials, advertisements, and sales campaigns.</li><li>Collaborate with the marketing department to enhance the company&rsquo;s brand presence and attract potential buyers.</li><li>Budget &amp; Forecasting:</li><li>Develop and manage the sales department budget, ensuring resources are allocated efficiently.</li><li>Provide sales forecasts and projections to support the company&rsquo;s financial planning.</li><li>Market Expansion &amp; Networking:</li><li>Identify and pursue new market opportunities and business avenues to expand the company&rsquo;s presence.</li><li>Represent the company at industry events, trade shows, and networking functions to promote the brand and attract new business.</li><li>Legal &amp; Compliance:</li><li>Ensure all sales activities comply with real estate laws and regulations.</li><li>Coordinate with legal teams to ensure contracts, documents, and agreements are properly prepared and executed.</li><li>Project Collaboration:</li><li>Collaborate with project managers and other departments to ensure sales strategies align with project timelines and deliverables.</li><li>Provide feedback from clients and dealers to help improve product offerings and customer satisfaction.</li></ul>Job Type: Full-timeWork Location: In personJob Type: Full-timePay: Up to Rs80,000.00 per monthWork Location: In person

Senior Investment Advisor for Real Estate

Elite Properties India & UAE

Property Investment Consultant (Luxury Real Estate Consultant)Location: Mani Casadona, West Tower, 4th Floor, New Town, KolkataCompany: DVAM REAL ESTATE LLC/ELITE PROPERTIES INDIA (Luxury Real Estate Division)Contact- 8584874282About UsWe are a growing luxury real estate investment firm, collaborating with leading developers such as PS Group, Merlin Group, Siddha, DLF, Godrej, Emami, Ambuja Neotia, and more. Our focus is on delivering premium property investment opportunities to HNI and NRI clients who seek long-term value and strong ROI in Kolkata&rsquo;s most exclusive projects.Role OverviewWe are seeking dynamic and ambitious professionals with strong client relationship and sales acumen to join our team as Senior Property Investment Advisors. The role involves building trusted relationships with High-Net-Worth Individuals (HNIs), NRIs, and premium investors, guiding them in luxury property acquisition, and ensuring smooth end-to-end investment journeys.Key Responsibilities<ul><li>Identify and acquire new clients (HNIs, NRIs, investors) for luxury real estate projects.</li><li>Build and maintain long-term client relationships through consultative selling and personalized service.</li><li>Promote and market high-end residential and commercial properties in collaboration with top developers.</li><li>Conduct property presentations, site visits, and investment consultations.</li><li>Manage the entire sales cycle &mdash; from lead generation and cold calling to deal closure.</li><li>Provide clients with insights on investment returns, property appreciation, and market trends.</li></ul>Desired Candidate ProfileWe are open to candidates from luxury service-driven industries, including:<ul><li>Real Estate: Sales Consultants, Property Advisors, Relationship Managers.</li><li>Hospitality (5&#9733; / 7&#9733; Hotels &amp; Resorts): Guest Relations, Sales &amp; Customer Experience Managers.</li><li>Banking &amp; Finance: Wealth Managers, Relationship Managers handling HNI/NRI portfolios.</li><li>Aviation: Cabin Crew / Client Service Managers with premium customer engagement experience.</li></ul>Skills &amp; Competencies:<ul><li>Strong communication, negotiation, and presentation skills.</li><li>Ability to connect with high-value clients and provide a premium advisory experience.</li><li>Passion for sales, client acquisition, and achieving performance targets.</li><li>Confidence to manage high-ticket transactions with professionalism.</li></ul>Perks &amp; Benefits<ul><li>Opportunity to represent premium projects from India&rsquo;s top developers.</li><li>Attractive salary + performance-based incentives.</li><li>Career growth in luxury real estate investment advisory.</li><li>Professional training &amp; support from industry experts.</li></ul>Employment TypeFull-time | On-site (New Town, Kolkata)How to ApplyIf you are passionate about luxury sales, client relationship management, and high-value investments, we&rsquo;d love to connect with you.Please apply directly with your updated CV / portfolio- 8584874282PRIYA SAWARNGLOBAL HR &amp; ADMIN MANAGERReal Estate Sales, Property Consultant, Luxury Property, Client Relationship Manager, Wealth Manager, Investment Advisor, HNI/NRI Clients, Sales Executive, Real Estate Kolkata, Premium Property Investment.Job Types: Full-time, PermanentPay: &#8377;360,000.00 - &#8377;1,500,000.00 per yearBenefits:<ul><li>Cell phone reimbursement</li><li>Commuter assistance</li><li>Health insurance</li><li>Internet reimbursement</li><li>Leave encashment</li><li>Life insurance</li><li>Paid sick time</li><li>Paid time off</li><li>Provident Fund</li></ul>Experience:<ul><li>Real estate sales: 1 year (Preferred)</li><li>CLIENT ACQUISITION: 1 year (Preferred)</li><li>HIGH END SELLING: 1 year (Preferred)</li><li>HOSPITALITY SALES: 1 year (Preferred)</li><li>Aviation: 1 year (Preferred)</li><li>B2C: 1 year (Preferred)</li><li>NRI &amp; HNI A/C MANAGEMENT: 1 year (Preferred)</li><li>PROPERTY INVESTMENT CONSULTANT: 1 year (Preferred)</li><li>LUXURY REAL ESTATE SALES: 1 year (Preferred)</li><li>LUXURY AUTOMOBILE SECTOR: 1 year (Preferred)</li><li>HNI CUSTOMER ACQUISITION: 1 year (Preferred)</li></ul>Language:<ul><li>English (Required)</li></ul>Work Location: In person

Property Investment Consultant

Fidelity Investments

<div><h3 class="jobSectionHeader">Job Description:</h3><h3 class="jobSectionHeader">
Investment Consultant</h3>
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.<h3 class="jobSectionHeader">
The Purpose of Your Role</h3>
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.<h3 class="jobSectionHeader">
The Expertise We&rsquo;re Looking For</h3><ul><li>
Effectively utilizing Fidelity&rsquo;s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that best meet client needs</li><li>
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</li><li>
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</li><li>
Series 7 &amp; 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire</li><li>
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!</li></ul><h3 class="jobSectionHeader">
The Skills You Bring</h3><ul><li>
You have a comprehensive understanding of various investment solutions, and can educate customers on the values and differences of each</li><li>
Your interpersonal skills and ability to grow relationships are exemplary; you take initiative and exceed expectations</li><li>
You have outstanding communication and consultative skills, and you thrive in a fast-paced work environment</li></ul><h3 class="jobSectionHeader">
Our Investments in You</h3>
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!<h3 class="jobSectionHeader">
The Value You Deliver</h3>
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. 
 
Please note this role requires in-person attendance in the assigned Branch location.
The base salary range for this position is $56,000 - $72,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate&rsquo;s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. 
 
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity&rsquo;s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
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.<h3 class="jobSectionHeader">
Certifications:</h3>
Series 07 - FINRA, Series 66 - FINRA<h3 class="jobSectionHeader">
Category:</h3>
Sales</div>

Investment Consultant - Campbell, CA

Qureos

<div>Job Title: Advisor &ndash; Investment and Finance Section
As a Public-Private Partnership (PPP) Advisor within the Investment and Finance Section, the primary responsibility is to provide expert guidance and advisory support to ensure effective collaboration between government entities and private sector stakeholders, including developers and investors. This role is essential in advancing the successful implementation of PPP initiatives by fostering synergies between public objectives and private sector capabilities.
A key focus of this position is delivering strategic advice in the formulation and development of comprehensive frameworks and guidelines that clearly define the criteria for private sector enterprise participation. The role also ensures the transparent delineation of roles and responsibilities among all involved strategic partners, both public and private, to promote accountability, alignment, and long-term value creation.
The PPP Advisor actively engages in conducting thorough feasibility studies&mdash;often in coordination with the Abu Dhabi Investment Office&mdash;to evaluate project viability, identify potential opportunities, and assess the overall strategic fit for PPP execution. These evaluations are critical to generating actionable recommendations that guide project structuring, implementation, and financing through private sector engagement.
Furthermore, the role encompasses contributing to the selection process of private sector executors by providing informed recommendations based on technical assessments. The Advisor also plays a strategic role in the development of initiatives and execution strategies that contribute to expanding the government's capital project portfolio under the public-private partnership model, thereby enhancing infrastructure delivery and economic impact.</div>

Advisor (PPP) - Abu Dhabi projects and infrastructure centre

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