Posted 1 month ago
Investment Advisor
Abu DhabiOn-siteFull-time
AI Summary
Prepares investment proposals, portfolios, and performance reviews while ensuring regulatory and tax compliance; proactively interacts with clients and supports wealth advisors in business development and customer acquisition.
About this role
- Prepare and disseminate investment proposals, portfolios and performance reviews taking into account regulatory and tax aspects
- Ensure proactive client interaction foradvisory mandates
- Support Wealth Advisors inbusiness development (pitches), by offering them all the advantages linked to the delegation of management and advice
- Significantly participate in the team's commercial effort with customer acquisition and development
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