وظائف مستشار الاستثمار في الامارات

Responsibilities Conduct thorough financial assessments for clients to identify their investment objectives, risk tolerance, and time horizon Develop and implement comprehensive investment plans based on clients' financial needs and goals Monitor market trends and economic المزيد...

Working with clients to identify their unique investment goals. Formulating investment strategies based on client goals. Issuing client documents, including monthly or yearly portfolio reports. Managing client documents for tax reporting. Suggesting investment products based on المزيد...

كمستشار استثمار، ستتمثل المسؤوليات الرئيسية في تطوير وتنفيذ استراتيجيات وتكتيكات المبيعات لتوليد إيرادات تجارية جديدة، والحصول على آفاق جديدة من خلال جميع الوسائط المتاحة، وبناء حضور على وسائل التواصل الاجتماعي، بالإضافة إلى العمل كنقطة اتصال للعملاء المحتملين، وصياغة المسودة مقترحات المزيد...

ما لا يقل عن 8 سنوات كمستشار استثماري عبر مزيج من فئات الأصول يتم أيضًا أخذ الخبرة السابقة في أحد البنوك الخاصة الرائدة في الاعتبار يفضل الخبرة مع مدير الأصول يفضل أيضًا الحصول على شهادة مثل CFA المزيد...

Our client is an International Asset Manager setting up in the DIFC, looking to hire an Investment Advisor to support their RMs on a broader subject matter perspective At least 8 years as an Investment Advisor across a mix of asset classes Prior experience in a leading Private B المزيد...

Your expertise Kaufmännische Ausbildung, idealerweise mit einer Weiterbildung im Bank- oder Finanzwesen Einen Hochschulabschluss oder ein gleichwertiges Ausbildungsniveau Erfahrung in der Kundenbetreuung im Bankensektor sowie fundierte Expertise im Bereich Finanzprodukte u المزيد...

My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exactin المزيد...

سيكون كبير مستشاري الاستثمار مسؤولاً عن جذب عملاء جدد والعمل كنقطة اتصال للعملاء المحتملين وصياغة مقترحات الاستثمار وإدارة سلسلة القضايا الجارية. من المتوقع أن يقوم هذا الدور بمراقبة أداء السوق لتطوير وتقديم المشورة والاستراتيجيات الاستثمارية السليمة وتنفيذ تقارير دقيقة تتيح التحليل ا المزيد...

About Our Client We are working on an exciting opportunity with a Dubai based multi-asset investment manager that deploys capital across private markets. They are looking to expand their team at the analyst level to focus on their private credit investments in emerging markets. This المزيد...

In addition, this role will assist with portfolio company reporting, quarterly reporting, and annual audits for the venture fund whilst lead reporting to the limited partner, providing updates on fund progress and identifying synergies with LP strategy. To be considered for this r المزيد...

The Opportunity: As a Portfolio Evaluation Analyst, you have the opportunity to work under the guidance of our Investment Policy Committee (IPC) and make customized decisions to clients' asset allocations. Our team evaluates each client's financial situations to ensure portfo المزيد...

Application of your technical and modelling capabilities on transactions Ability to support and lead end-to-end on deal processes Identification, evaluation, and screening of investment opportunities Providing and presenting sector-specific ideas, insight and actionable intelligence

Desired Skills and Expertise: Experience: A minimum of two years of experience in Real Estate Investment advisory or a related field is required. Client Success: A proven track record of building and maintaining client relationships, coupled with a passion for helping clients achi المزيد...

Skill Farm Members are invited to apply for the following role: Responsibilities: Identify cross selling opportunities between departments and executing them. Assist Relationship Managers in attracting new asset under management, understanding new products and identification of pot المزيد...

Must Haves: 3 to 5 years of accounting experience Work experience with investment accounting (US GAAP and IFRS) Bachelor degree in Accounting or Finance Proficiency with a major general ledger system (SAP) Proficiency in Microsoft Office Suite – Excel, Word, PowerPoint المزيد...

Candidate Profile Bachelor's Degree in Commerce / Accounting or a related field Experience in different business areas of the company Strong analytical skills with strict adherence to deadlines Strong functional skills in IT systems and Excel Minimum years post qualifying المزيد...

إعداد تقارير منتظمة للإدارة العليا. الحفاظ على الميزانيات وتحسين النفقات. التأكد من اتباع الموظفين لوائح الصحة والسلامة. تمثيل المؤسسة في المؤتمرات والاجتماعات المختلفة. تقديم الحلول المختلفة للمشكلات التي تعطل نمو المؤسسة وتعيق عمليات الإنتاج. الإشراف على كافة الانشطة والعمليات اليوم المزيد...

A leading GCC investment company are hiring an Arabic speaker to complement the growing investment team in Abu Dhabi We are looking for an Investment Analyst with the abililty to speak Arabic and someone who has had 1 - 3 years experience in a financial modelling/ valuations and compa المزيد...

Perks & Benefits Competitive total compensation package L&D programs and Education subsidy for employees' growth and development Various team building programs and company events Wellness and meal allowances Comprehensive healthcare schemes for employees and depen المزيد...

Qualifications To excel in this role, you should possess the following qualifications: 1-3 Years of Real Estate Experience: You have a proven track record as a Real Estate Broker, and you're ready to take your career to new heights with PHOREE. Negotiation Savvy: Your negotia المزيد...