Job Description
About First Gulf Financial Commercial Broker LLC:
First Gulf Financial Commercial Broker LLC is a leading financial services provider specializing in investment solutions for clients across various sectors. We offer a comprehensive range of investment products and services, with a particular focus on the S&P index and systematic investment plans (SIP). Our mission is to empower clients to make informed investment decisions through personalized advisory services backed by expertise, integrity, and a deep understanding of market trends.
Job Overview:
We are seeking a proactive and dynamic Investment Advisor to join our team. In this role, you will be responsible for providing expert investment advice to customers, particularly related to SIP (Systematic Investment Plans) and S&P index-related investment products. You will work closely with potential and existing clients, understanding their financial goals and recommending tailored investment strategies. This is an excellent opportunity for an individual passionate about financial markets and client-focused solutions.
Key Responsibilities:
- Client Advisory & Sales:
- Advise clients on investment strategies, focusing on SIPs and S&P index products.
- Assess clients’ financial goals, risk tolerance, and time horizon to provide tailored investment solutions.
- Promote and sell SIP products and S&P index-based investment options to both individual and corporate clients.
- Keep clients informed on the latest market trends, investment opportunities, and updates related to the S&P index.
- Investment Strategy Development:
- Analyze clients’ portfolios and make recommendations for optimization based on current and forecasted market conditions.
- Help clients build diversified portfolios with a focus on the S&P index to achieve their long-term financial goals.
- Customer Relationship Management:
- Build and maintain strong relationships with clients through regular follow-ups, communication, and market updates.
- Provide ongoing support to clients regarding their investment accounts, portfolio performance, and market conditions.
- Market Research & Analysis:
- Stay up-to-date with global financial markets, particularly S&P index movements, to provide relevant advice to clients.
- Conduct thorough research and analysis to recommend suitable investment products based on market dynamics.
- Compliance & Documentation:
- Ensure all client interactions and transactions comply with regulatory guidelines and company policies.
- Maintain accurate and up-to-date records of client investments, portfolio performance, and sales transactions.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or related field (Master's preferred).
- Minimum of 2-3 years of experience in investment advisory, financial sales, or a related role.
- Strong knowledge of financial products, particularly Systematic Investment Plans (SIPs) and index-based investments (e.g., S&P index).
- Familiarity with investment analysis tools and market research.
- Proven track record of achieving sales targets and building long-term client relationships.
- Excellent communication and presentation skills.
- Strong problem-solving ability and customer-focused mindset.
- Knowledge of local regulatory requirements in the financial sector is a plus.
Why Join Us?
- Competitive salary with performance-based incentives.
- Opportunities for professional development and growth.
- Dynamic, collaborative, and supportive work environment.
- Exposure to high-profile clients and a diverse range of investment products.
- Access to cutting-edge tools and resources in the financial sector.
How to Apply:
If you are passionate about finance and have a strong sales and advisory background, we would love to hear from you! Please submit your resume and a cover letter to Mr Rakesh Kumar, email:- or and whats app-0529325554,05851116556, detailing your relevant experience and why you’re a great fit for the role.
Also mention applying for the role "Investment Advisor – SIP & S&P Index Products"
First Gulf Financial Commercial Broker LLC is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Job Type: Full-time
Pay: AED3,000.00 - AED7,000.00 per month
