private advisor

Banque Misr

<div>
 
 
 Title: Private Advisor
 
 
 
 
 Sector: Consumer &amp; Retail Banking
 
 
 
 
 
 
 
 Job Summary
 
 
 
 Develop and support the growth of the Private division through managing &amp; increasing Private customers portfolios, acquiring NTB clients, providing comprehensive financial advising to the customers aiming at maximizing the revenues and market penetration, delivering exceptional customer experiences in all aspects of business interactions, Going above and beyond customer expectations.
 
 
 
 
 
 
 Core Responsibilities
 
 
 <ul>
 <li>
 Build and develop a portfolio of clients, in terms of clients' number, clients' assets held by the bank and revenues according to department's business plan &amp; budget)
 </li>
 <li>
 Serve Private segment clients and provide all after sales services answer enquiries and handle customer&rsquo;s problems.
 </li>
 <li>
 Provide a professional dedicated relationship through the implementation and continuous revision of customers' financial needs and active management of the customers' finances.
 </li>
 <li>
 Manage
 
 
 existing portfolios of Private Individuals through providing the appropriate products from the Private range of products while ensuring customers' objectives are met. (average portfolio is 200 HNW clients per each private RM)
 </li>
 <li>
 Develop
 
 
 the required knowledge with market updates and communicates to clients and prospective clients the bank's investment strategy thus, mutual trust is developed and position Banque Misr as a primary bank of choice for investment.
 </li>
 <li>
 Identifies unaddressed clients' needs and communicates to the Private segment team in order to create and introduce new tailored &ndash;made products, short- and long-term investment plans like funds, treasury bills, bonds, and international business advice.
 </li>
 <li>
 Conduct financial risk profiling, asset allocation and re-balancing of portfolios in order to ensure that all customer information is updated with all relevant client&rsquo;s preference and KYC.
 </li>
 <li>
 Solve
 
 
 all customer issues and strive to achieve the highest standard of quality through professional customer handling.
 </li>
 <li>
 Work closely with existing SRM to facilitate customers' upgrades from VIP to Private Segment.
 </li>
 <li>
 Achieve high penetration rate for customers in the portfolio and achieve the cross-selling targets assigned to maximize bank profitability.
 </li>
 <li>
 Sourcing new business and getting new to bank customers.
 </li>
 <li>
 Have full awareness of the range of targeted product and value proposition for all customer tranches to be competent in discussing and offering to customers.
 </li>
 </ul>
 
 
 
 
 
 Domain Expertise:
 
 
 <ul>
 <li>
 Average of 8 years of experience in relevant product / customer or enabler segment, with responsibility for P&amp;L and KPIs
 </li>
 <li>
 Strong communication skills in different areas (Marketing, Sales, Finance etc.)
 </li>
 <li>
 Critical thinking, ability to find new solutions
 </li>
 </ul>
</div>

Private Advisor

Abu Dhabi Islamic Bank - Egypt

<div>
 
 
 
 KEY ACCOUNTABILITIES
 
 
 
 
 Client Relationship
 
 <ul>
 <li>
 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
 </li>
 </ul>
 
 Portfolio Management
 
 <ul>
 <li>
 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
 </li>
 </ul>
 
 Business Development
 
 <ul>
 <li>
 Identifying and acquiring new clients through networking, referrals and targeted marketing activities.
 </li>
 <li>
 Collaborating with internal teams to leverage cross selling opportunities and expand the bank&rsquo;s private banking business
 </li>
 </ul>
 
 Financial Planning
 
 <ul>
 <li>
 Conducting comprehensive financial analysis, including cash flow management, estate planning and risk management
 </li>
 <li>
 Providing tailored financial plans to help clients achieve their long term financial objectives
 </li>
 </ul>
 
 Market Research and analysis
 
 <ul>
 <li>
 Keeping up to date with market trends, economic news and industry development to provide timely market insights and investment recommendation to clients.
 </li>
 <li>
 Conducting thorough research on investment products, assets classes and investment opportunities
 </li>
 </ul>
 
 Compliance and Risk Management
 
 <ul>
 <li>
 Ensuring compliance with regulatory requirements and internal policies to mitigate potential risks.
 </li>
 <li>
 Conducting due diligence on clients&rsquo; accounts and investment opportunities to evaluate risks and ensure suitability
 </li>
 </ul>
 
 Financial KPIs
 
 <ul>
 <li>
 Grow customer base by attracting new customers
 </li>
 <li>
 Grow AUMs including investments, deposits and other financial products
 </li>
 <li>
 Maintain positive net new money (NNM) by attracting fresh funds either from existing or new clients
 </li>
 <li>
 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;
 </li>
 <li>
 Effectively manage clients&rsquo; portfolio profitability by maximizing profitability and being cost effective
 </li>
 <li>
 Achieving revenue targets including revenue growth, AUMs growth, and profitability including number and value of investment products
 </li>
 <li>
 Increase Cross selling and product penetration by deeply understanding clients&rsquo; financial needs and offer them suitable product and services
 </li>
 </ul>
 
 Team Collaboration
 
 <ul>
 <li>
 Collaborating with internal teams such as wealth advisors, investment advisors, product specialists and operations teams, to deliver holistic financial solutions and services to clients
 </li>
 </ul>
 
 
 Minimum Qualifications:
 
 
 <ul>
 <li>
 A bachelor degree or more (preferably MBA) in Finance, economics or a related field
 </li>
 <li>
 Certified Financial Planner or Certified Financial Analyst or Certified Investment Management Analyst
 </li>
 <li>
 Solid and proven knowledge of Financial markets and investment instruments and trading strategies
 </li>
 <li>
 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
 </li>
 <li>
 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
 </li>
 </ul>
 
 
 Generic Skills:
 
 
 <ul>
 <li>
 Strong Sales skills to attract and retain clients
 </li>
 <li>
 Build trusted relationships and tailor personalized investment advice based on client&rsquo;s individual needs and objectives
 </li>
 </ul>
</div>

Private Banking Advisor

Metropolitan Capital Real Estate

Job Title: Elite Property 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 high-end residential and commercial properties. With exclusive access to elite developments and a reputation for excellence, we deliver bespoke property solutions to discerning clients across the UAE and internationally.Role OverviewWe are seeking a sophisticated and results-driven Elite Property Advisor to join our top-performing team. This role is ideal for professionals with a deep understanding of the luxury property market, exceptional client service skills, and a proven track record in high-value transactions. You will serve as a trusted advisor to high-net-worth individuals, guiding them through every stage of the property acquisition or sale process.Key Responsibilities<ul><li>Represent elite residential and commercial properties to affluent local and international clients</li><li>Conduct private viewings and deliver personalized property consultations</li><li>Build and maintain long-term relationships with buyers, sellers, developers, and investors</li><li>Stay informed on market trends, luxury developments, and investment opportunities</li><li>Negotiate and close high-value deals with discretion and professionalism</li><li>Collaborate with marketing, legal, and finance teams to ensure smooth transaction execution</li><li>Use CRM systems to manage leads, interactions, and transaction records</li><li>Meet and exceed monthly sales targets and performance benchmarks</li></ul>Qualifications<ul><li>Minimum 3 years of experience in luxury or prime real estate sales</li><li>Strong knowledge of the Abu Dhabi and UAE property market</li><li>Excellent communication, negotiation, and presentation skills</li><li>Fluent in English; proficiency in other languages is a strong asset</li><li>UAE driving license and own vehicle preferred</li><li>Professional demeanor, client-focused approach, and high ethical standards</li></ul>What We Offer<ul><li>Competitive commission structure with exceptional earning potential</li><li>Access to exclusive elite listings and developer partnerships</li><li>Full marketing and administrative support</li><li>Ongoing training and career development</li><li>Collaborative, high-performance team environment</li></ul>Job Type: Full-time

Elite Property Advisor

Al Bahiya Trading & Services

About the Role: We are seeking a motivated and dynamic Property Advisor to join our Sales Department. The ideal candidate will have a strong passion for real estate, excellent communication skills, and the ability to build and maintain long-term client relationships. You will be responsible for generating leads, providing property consultations, and closing successful sales deals.Key Responsibilities:<ul><li>Promote and market company properties to potential clients.</li><li>Conduct property viewings and provide professional advice on real estate options.</li><li>Generate new leads through networking, referrals, and marketing initiatives.</li><li>Maintain a thorough understanding of the local real estate market, trends, and competitors.</li><li>Guide clients through the buying process, ensuring a smooth and positive experience.</li><li>Meet and exceed monthly sales targets.</li></ul>Requirements:<ul><li>Proven experience as a Property Advisor, Sales Executive, or similar role in real estate.</li><li>Strong sales and negotiation skills.</li><li>Excellent communication and presentation abilities.</li><li>Good knowledge of property laws, regulations, and documentation processes.</li><li>Self-motivated, goal-oriented, and customer-focused.</li><li>Valid UAE driving license (preferred).</li></ul>Education:<ul><li>Bachelor&rsquo;s degree in Business, Marketing, Real Estate, or a related field (preferred).</li></ul>What We Offer:<ul><li>Competitive commission structure.</li><li>Comprehensive training and career growth opportunities.</li><li>Supportive and dynamic work environment.</li></ul>Job Type: Full-time

Property Advisor

Prosper International Real Estate

Position: Property Advisor Location: Dubai Experience Required: Minimum 1 year of Dubai real estate experience and over 3 years of overall real estate experience Salary: Commission Based Joining: ImmediateAbout Prosper INTL Real Estate:Prosper INTL Real Estate is a leading property firm in Dubai, offering a wide range of real estate services. We are committed to delivering high-quality solutions to both buyers and sellers. We are looking for a motivated and experienced Property Advisor to join our dynamic team.Job Responsibilities:<ul><li>Advise clients on property options based on their requirements and budget.</li><li>Assist clients in finding, buying, selling, and leasing properties.</li><li>Offer market insights and stay updated on the latest real estate trends, particularly in Dubai.</li><li>Conduct property viewings and follow-up with leads to close deals.</li><li>Build and maintain strong relationships with both property owners and prospective clients.</li><li>Negotiate contracts and agreements on behalf of clients, ensuring all legal and financial processes are followed.</li><li>Achieve sales and leasing targets set by the company.</li><li>Provide exceptional customer service to clients throughout the property buying or renting process.</li><li>Manage property listings, including updates on relevant platforms and marketing materials.</li><li>Maintain a strong network within the real estate community.</li></ul>Requirements:<ul><li>Experience: Minimum 1 year of experience in Dubai real estate, with more than 3 years of total real estate experience.</li><li>Skills: Strong sales, communication, and negotiation skills.</li><li>Knowledge: In-depth knowledge of the Dubai real estate market, property regulations, and trends.</li><li>Personal Traits: Self-motivated, goal-oriented, with a passion for real estate and customer service.</li><li>Languages: Fluent in English or Arabic; knowledge of additional languages is a plus.</li></ul>Benefits:<ul><li>Attractive, uncapped commission scheme with high earning potential.</li><li>Exclusive property listings and strong marketing support to boost sales.</li><li>Full training and onboarding to help you succeed from day one.</li><li>Access to a well-established CRM system and qualified leads.</li><li>Career growth opportunities with clear promotion paths.</li><li>Visa and RERA support provided by the company.</li><li>Flexible working environment and supportive management team.</li><li>Modern, prime office location in Media City.</li><li>Ongoing mentorship and professional development programs.</li><li>Incentives, bonuses, and recognition programs for top performers.</li></ul>Job Type: Full-timeExperience:<ul><li>Customer service: 1 year (Required)</li></ul>License/Certification:<ul><li>Driver's License (Preferred)</li></ul>

Department of Community Development

<div>
 
 An Abu Dhabi Government entity is hiring for Advisors (Arabic Speaking) to join their team in Abu Dhabi to bring hands-on technical expertise and advisory skills in Strategy or Social Public policy and Economic studies:
 
 
 
 
 
 
 The objective of the role is:
 
 
 
 Providing objective advice to the leadership on all matters related to the strategic and Social public policies and economic studies related to the entity:
 
 
 
 
 
 
 Main responsibilities will include:
 
 
 <ul>
 <li>
 Providing specialized expertise and consultations regarding strategic issues, priority topics, and specific requests
 </li>
 <li>
 Reviewing existing and proposed strategies, plans, initiatives, and social policies, and providing inputs and consultations as determined by the leadership.
 </li>
 <li>
 Advising and offering opinions and comments on certain topics referred by the leadership
 </li>
 <li>
 Working on proposing and presenting initiatives on certain topics that help improve the department's performance.
 </li>
 <li>
 Providing contributions (scientific and practical) to the department leadership on the best internationally applied methodologies within the Advisor area of work (Strategy, Economic studies, Public Policy)
 </li>
 <li>
 Preparing Technical presentations and management briefs and managing the content of these presentations, ensuring the quality of the displayed information and its relevance to important topics.
 </li>
 <li>
 Providing periodic reports related to managed projects
 </li>
 <li>
 Coordinating with external consultants to deliver innovative solutions for addressing significant issues.
 </li>
 <li>
 Undertaking any other responsibilities/duties assigned by the agency's deputy.
 </li>
 </ul>
 
 
 
 
 
 Minimum requirements:
 
 
 
 1- Immediately available to join the Abu Dhabi office
 
 
 2- Minimum 12 years of experience in Strategy development and refresh, Economic and Social public policy analysis and review
 
 
 3- Experience with a big 4 Consultancy as Director or Principal in the last 3-4 years is a big plus
 
 
 4- Bachelor, preferable Masters
 
 
 5- Arabic and English bilingual skills are required
 
 
 
 
 
 We thank you in advance for the time you have taken to apply. we will contact you if your profile matches the above requirements.
 
</div>

Advisor

G Y H Real Estate

Are you passionate about real estate and driven to succeed in a fast-paced market? Join our dynamic team as a Property Advisor and help clients find their dream homes and investment opportunities.Key Responsibilities:<ul><li>Assist clients in buying, selling, and renting properties</li><li>Build and maintain strong client relationships</li><li>Conduct market research and stay updated on property trends</li><li>Manage property listings and viewings</li><li>Negotiate and close deals with professionalism</li></ul>Requirements:<ul><li>Proven experience in real estate sales/leasing (preferred)</li><li>Strong communication, negotiation, and networking skills</li><li>Knowledge of Dubai real estate market &amp; RERA certification (an advantage)</li><li>Self-motivated, target-driven, and customer-focused</li><li>Fluency in English (additional languages a plus)</li></ul>What We Offer:<ul><li>Salary + competitive commission structure + performance bonuses</li><li>Full marketing &amp; administrative support</li><li>Comprehensive training &amp; career development</li><li>Access to a wide property portfolio</li><li>Vibrant, supportive work environment</li></ul>Ready to grow your career in real estate? Apply now and become part of our success story!Job Type: Full-timePay: From AED3,000.00 per monthExperience:<ul><li>Dubai Real Estate : 1 year (Required)</li></ul>Location:<ul><li>Dubai (Required)</li></ul>

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