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Senior Advisor - Citizenship by investment
TVG Citizenship by Investment
Dubai, UAE
Full Time
Senior
Onsite
4 weeks ago
Investment StrategiesCustomer ServiceClient Portfolio ManagementCommunicationPresentation SkillsBusiness Development
Free
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Investment StrategiesCustomer ServiceClient Portfolio Management
About the Role
TVG Citizenship by Investment seeks a Senior Advisor to consult with high-net-worth individuals on residency and citizenship programs in Dubai. The role involves managing a client portfolio, providing advisory support, and contributing to business development.
Key Skills for This Role
Investment StrategiesCustomer ServiceClient Portfolio ManagementCommunicationPresentation SkillsBusiness Development
Responsibilities
- Consult with high net worth individuals and families to understand their objectives and recommend suitable investment pathways
- Manage a portfolio of clients and deliver ongoing advisory support
- Keep up to date with regulatory, immigration, and investment program changes across multiple jurisdictions
- Contribute to business development by nurturing referrals and participating in client events
- Support marketing initiatives with insights from client interactions
Requirements
- Demonstrated experience in developing and evaluating Investment Strategies for diverse client profiles
- Proven Customer Service skills with ability to build long term relationships
- Experience in citizenship or residency by investment, wealth management, or related advisory fields highly beneficial
- Excellent communication and presentation skills
- Bachelor's degree in Finance, Business, Economics, Law, or related field
- Fluency in English required; additional languages a plus
Full Job Posting
Company Description
- TVG Citizenship by Investment specializes in securing second citizenship or residency for entrepreneurs and families in high demand destinations.
Role Description
- Consult with high net worth individuals and families to understand their objectives.
- Explain relevant residency and citizenship programs and recommend suitable investment pathways.
- Manage a portfolio of clients and deliver ongoing advisory support.
- Ensure a high standard of customer service.
- Keep up to date with regulatory, immigration, and investment program changes across multiple jurisdictions.
- Contribute to business development by nurturing referrals, participating in client events, and supporting marketing initiatives.
Qualifications
- Demonstrated experience in developing and evaluating Investment Strategies for diverse client profiles.
- Proven Customer Service skills with ability to build long term, trust based relationships.
- Experience in citizenship or residency by investment, wealth management, or related advisory fields highly beneficial.
- Excellent communication and presentation skills.
- Comfort working in an international, fast paced environment; strong organizational and time management abilities.
- Bachelor's degree in Finance, Business, Economics, Law, or a related field.
- Fluency in English required; additional languages a plus.
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