Senior Investment Advisor

Job description / Role

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.

The Senior Investment Advisor will be responsible for bringing new clients on board and acting as the point of contact for leads, drafting investment proposals and managing the pipeline of ongoing cases. This role will be expected to monitor market performance to develop and deliver sound investment advice and strategies and execute accurate reporting that enables sound analysis and financial recommendations.

In addition, this role will also be responsible for overseeing the marketing initiatives related to respective clients and attending network events to build potential client base and cultivate new relationships whilst maintaining and managing existing ones.

The Advisor will lead due diligence, coordinate transaction execution, fund closing as well as the finalisation signing of all security documentation for fund releases.

Requirements

To be considered for this role, the successful candidate should possess a minimum of eight years’ experience in selling financial products. Preference will be given to candidates with experience in Litigation Funding/ Finance and Loan Notes.

The ideal candidate will be Western Educated, well presented and professional, who is capable of sharing the firm’s commitment to carefully guided decision-making for portfolio management.

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.