Senior Investment Advisor

Cielo

Dubai, UAE

Ref: LP265-1073

Job description / Role

Employment: Full Time

Senior Investment Advisor required to develop and maintain relationships with new and existing clients through intensive follow up and regular offerings of new financial services, ideas and solutions

Reporting directly to the Senior Executive Officer, the incumbent will provide high quality financial advisory services & products to customers. You will be able to identify and acquire new relationships through personal contacts, referrals from existing clients and through building on the existing relationships of Group related entities

Key tasks:
- Prepare investment proposals and presentations to prospects and clients in accordance with stated risk and return objectives as in client suitability assessment
- Maintain and manage clients' accounts and ensure that investment funds are managed in line with stated risk and return objectives as in client suitability assessment
- Update regularly client information and suitability assessment (Risk/Return profile, changes in different circumstances)
- Manage clients portfolio - Increasing AUC & mitigating risk by improving asset allocation
- Make sure all accounts are fully compliant with all regulations (including DFSA rules & regulations)

Requirements

- MBA or MA in Finance preferred and a minimum of eight years of relevant experience
- Observant, confident, friendly, creative & innovative, articulate
- Ability to work in teams, polished, displays grace and diplomacy
- Strong interpersonal communication skills, effective selling skills
- Arabic & English (French is an added advantage)

About the Company

Cielo is the world's leading strategic Recruitment Process Outsourcing (RPO) partner, dedicated to ensuring our clients attract and hire better talent faster, all while providing a world-class candidate experience. Many RPO providers think more like outsourcers than recruiters, but we immerse ourselves in your industry, brand and values, and are accountable for driving real business results. Or, as we like to say, WE BECOME YOU.

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