Investment Advisor

Charterhouse

Abu Dhabi, UAE

Posted on: 13 May 2024

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JOB DESCRIPTION / ROLE

Employment: Full Time

Charterhouse is working with a boutique wealth advisory firm, based in Abu Dhabi, who are looking to hire multiple Investment Advisory professionals to join their team in Abu Dhabi. This firm specialises in exclusive offerings, with a focus on wealth generation and financial planning for retail clients, as well as for UHNI and institutional clients.

The Investment Advisor will be required to generate, build and develop new client relationships, while simultaneously building safe and effective investment solutions through a deep knowledge of the firm’s offerings. In this role, responsibilities include driving business development and lead generation, as well as overseeing the entire client application process from inception to completion in coordination with the back-office support team.

This opportunity offers significant growth and progression, along with the added responsibility of training and supervising junior advisors. Hence, prior management experience would be advantageous.

Salary:
AED 12,000 to 14,000 per month inclusive of fixed allowances.
Additional benefits: Commission

Requirements:
The successful candidate should have an existing network of potential clients, which would include UHNI and Family Offices.

A strong track record in sales with proven experience in onboarding clients, is essential. Ideally, the Investment Advisor should be strongly motivated by commission, aiming to exceed targets and consistently striving to generate new business opportunities.

ABOUT THE COMPANY

The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets.

Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.

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