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)

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

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul>
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office

Algo global international

We are seeking a motivated and knowledgeable Stock Broker to join our team. The ideal candidate will be responsible for buying and selling securities on behalf of clients, providing investment advice, monitoring market trends, and developing strong client relationships. The role requires excellent analytical skills, sales abilities, and an in-depth understanding of financial markets.Key Responsibilities:<ul><li>Execute buy and sell orders for stocks, bonds, and other financial instruments on behalf of clients.</li><li>Provide investment advice tailored to client needs, goals, and risk profiles.</li><li>Monitor stock market trends, news, and financial data to identify profitable investment opportunities.</li><li>Develop and maintain a strong client base through networking, referrals, and business development activities.</li><li>Educate clients about investment options, portfolio management, and market risks.</li><li>Ensure compliance with all regulatory requirements and company policies.</li><li>Prepare periodic reports on client portfolios and investment performance.</li><li>Stay updated on global and regional economic developments affecting financial markets.</li></ul>Required Qualifications &amp; Skills:<ul><li>Bachelor&rsquo;s degree in Finance, Economics, Business, or related field (MBA/CFA preferred).</li><li>Proven experience as a Stock Broker, Investment Advisor, or Financial Consultant.</li><li>Strong knowledge of financial markets, investment products, and trading platforms.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Analytical mindset with the ability to assess risks and opportunities.</li><li>High level of integrity and commitment to client confidentiality.</li><li>Ability to work under pressure in a fast-paced environment.</li></ul>Job Benefits:<ul><li>Competitive salary with commission-based incentives.</li><li>Professional training and career development opportunities.</li><li>Access to advanced trading tools and platforms.</li><li>Health insurance and performance bonuses.</li></ul>Job Type: Full-timePay: AED2,500.00 - AED4,500.00 per monthLanguage:<ul><li>Malayalam (Preferred)</li></ul>

Sales Executive

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