Charterhouse is working with one of the fastest growing Financial Services firms who is looking to hire a Senior Investment Advisor to join their team. This job was posted by the company on 13 March 2024.

Responsibilities

• Bringing new clients on board & acting as point of contact for leads, drafting investment proposals & managing the pipeline of ongoing cases.
• Monitor market performance to develop & deliver sound investment advice & strategies.
• Execute accurate reporting that enables sound analysis and financial recommendations.
• Overseeing the marketing initiatives related to respective clients and attending network events to build potential client base.
• Cultivate new relationships whilst maintaining and managing existing ones.
• Lead due diligence, coordinate transaction execution, fund closing as well as the finalisation signing of all security documentation for fund releases.

Requirements of Senior Investment Advisor

• Bachelor’s degree in Finance, economics or any other relevant field.
• Minimum:eight years’ experience in selling financial products.
• Preffered: Experience in Litigation Funding/ Finance and Loan Notes.

Skills and Abilities Desired

• The ideal candidate will be Western Educated, well presented and professional.
• Capable of sharing the firm’s commitment to carefully guided decision-making for portfolio management.
• Good communication skills.
• Fluency in English.
• Proactive and skilled candidate.

Senior Investment Advisor Corporate Banking Emirates Islamic Bank