Charterhouse is working with one of the fastest growing Financial Services firms, who is looking to hire an Investment Advisor to join their team. This role will be required to maintain relationships with existing customers as well as bring on new business through both warm and cold business development.
About the role
As the Investment Advisor, the main responsibilities will be to develop and execute sales strategies and tactics to generate new business revenue, source new prospects through all available mediums, build a social media presence as well as act as the point of contact for leads, draft investment proposals and manage the pipeline of ongoing cases.
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.
This role will lead due diligence, coordinate transaction execution, fund closing as well as the finalisation signing of all security documentation for fund releases.
About you
To be considered for this role, the successful candidate should possess a minimum of one year experience in selling financial products in the UAE. Our client is looking for a well presented and professional candidate who is Western Educated with previous financial experience.
اطلب مساعدة الخبراء لكتابة سيرة ذاتية مميزة.
