Financial Advisor/Consultant

iQuest Consultants

Abu Dhabi, UAE

Ref: OP236-09

Job description / Role

Employment: Full Time

Urgent Opening - Financial Advisor/Consultant

We have an excellent opening for Financial Advisor/Consultant for a leading company. The group is involve in Luxury retail, agriculture, leather bags and shoes & plastic bags manufacturing, agriculture (cultivation) industry.

The Associate Financial Advisor is a junior advisor/support position that provides technical support for all Financial Advisors. Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. The Associate will participate in client meetings but not in an advice capacity. In addition, this position has limited decision-making authority on client matters. Associates may also participate in developing investment and financial
planning strategies as part of the firm’s Investment Committee and Financial Planning Committee.

Duties and Responsibilities

Associate Financial Advisors can expect to focus their work in the following areas:

Client relationship management, including ongoing
and regular client contact and communications

Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information data gathering, portfolio returns, and implementation of recommendations

Comprehensive financial planning including coordination of asset management, estate planning and risk management

Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management)

Gathering information regarding client financial information, organizing electronic case files,
preparing reports, letters, & other correspondence, and completing special projects as appropriate

Attending client and team meetings as required Completing special projects as appropriate

Requirements

Candidate should have experience in feasibility study, Market analysis. with an 5 years experience required.

Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management.

About the Company

iQuest Consultants are the biggest IT, Telecom, Manufacturing and Engineering and BFSI recruiters in West India, started in 2000, working for clients like Deloitte, IBM, KPMG, E&Y, Goldman Sachs, RBS, Standard Chartered, Tech Mahindra, Cable & Wireless, Samsung, Nokia etc. We work aggressively at Middle, Senior and Top Management levels for the Manufacturing and Engineering Companies like L&T, Hindalco, Finolex, Thermax, M&M, John Deere, Mercedes Benz and many more. Our overseas division works actively for some of the very reputed names in the Gulf like Al Moosa, Al Aqili, BEC, Technip, Al Abbas, ETA, Al Basti, ArchGroup, etc.

Our different teams specialize in different industry verticals and technologies. The Executive Search team works only for VP, Directors and CXO levels across the globe. With 150 recruitment consultants in 9 offices in 6 different cities in India we have a pan India reach and can search out the best talent for our clients from anywhere in the country or abroad.

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Workshop Supervisor salaries in Qatar

Average monthly compensation
QAR 8,000

Breakdown available for industries, cities and years of experience