Senior Investment Advisor Charterhouse Dubai

Full time @Charterhouse posted 10 months ago
  • Dubai, UAE View on Map
  • Post Date : March 13, 2024
  • Apply Before : March 22, 2025
  • Salary: د.إ2,500,035,000.0 - د.إ2,500,035,000.0 / Monthly
  • 0 Application(s)
  • View(s) 24
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Job Detail

  • Job ID 11125
  • Career Level  Senior
  • Experience  Fresh
  • Gender  Female|Male

Job Description

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.

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