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VP - Investment Advisory
Looking for a VP in Investment Advisory
Excellent opportunity to work for a reputable UAE investment firm
About Our Client
My client is a reputed regional organization in the investment banking and asset management space.
Clients to primarily include HNWI and regional family offices. However, tie ups with third-party affiliates will also be looked at to further grow the business. The key product sell is on regional investments within the equity and credit asset classes while also offering access to international markets.
Map the universe of target clients with sales representatives to setup periodic meetings with prospects
Maintain an ad hoc advisory newsletter designed to showcase the firms advisory capabilities and help attain new clients
Manage and maintain business relationships and identify cross-selling opportunities business opportunities
Work with research, sales/traders, and traders whenever required to help present a broader line of services
Gather clients' information and build and maintain up-to-date files for them.
Work with the Client Services department as required.
Protect clients' interests and do not divulge confidential information.
Collect relevant industry information and share it as appropriate.
Comply with all trading rules and regulations of the market.
Ensure qualifications are always up to date.
The Successful Applicant
Qualified to provide financial advice to Clients, especially within the Regional Equities and Credit space
Exceptional client relationship skills.
Minimum of 5 years' experience in a similar
or compatible role in a financial services industry.
Ability to work independently as well as a member of a high performing team.
Excellent communication skills in English (Arabic speakers are preferred)
What's on Offer
Competitive salary plus bonus