Investment Advisor

Job description / Role

We are seeking a proactive Investment Advisor / Product Sales professional to support our existing sales team in generating sales and revenue while advising clients on investment products. Candidates with experience in investment advisory, product sales, or financial analysis are encouraged to apply.

Key Responsibilities
• Support the sales team in achieving revenue and sales targets
• Assist in acquiring and managing client relationships, including HNI and UHNI clients
• Advise clients on investment products, including mutual funds, structured products, equities, and fixed-income instruments
• Conduct portfolio analysis and prepare investment proposals and reports
• Monitor market trends and product performance to provide informed advice
• Coordinate with the sales and advisory teams to implement sales strategies
• Ensure compliance with UAE regulations and internal policies

• Bachelor’s degree in Finance, Economics, Business, or related field
• 2–5 years experience in:
o Investment advisory
o Financial product sales
o Investment analyst / research
o Supporting sales teams in closing sales
• Strong sales, analytical, and relationship management skills
• Client-focused, target-driven, and collaborative
• UAE market experience preferred

Preferred (Not Mandatory)
• Professional certifications such as CFA, CFP, CAIA
• Experience with HNI / UHNI clients
• Strong network in the UAE financial market

Salary:
AED 8,000 to 12,000 per month inclusive of fixed allowances.
Additional benefits: Performance-based incentives and commissions • Career growth opportunities within investment advisory and wealth management

About the Company

At Ragnarok Investments, based in Abu Dhabi, we drive innovation and growth across real estate, technology, and diverse investment sectors. Our mission is to deliver exceptional opportunities and sustainable value for investors worldwide.