Investment & Mortgage Advisory Consultant
Skills
About This Role
Responsibilities
- Provide personalised in
- vestment advisory services to HNW clients, first-time buyers, and international investors looking to enter or expand their Dubai property portfolio.
- Assess client financial profiles, investment goals, and risk appetite to recommend suitable property investment strategies.
- Source, compare, and recommend mortgage products from UAE banks and financial institutions on behalf of clients.
- Guide clients through the full mortgage application and approval process, liaising with lenders, valuers, and legal teams.
- Advise clients on financing options for off-plan, secondary market, residential, and commercial property purchases.
- Provide ROI analysis, rental yield projections, and capital appreciation assessments to support investment decisions.
- Assist clients in structuring property portfolios for long-term wealth growth, diversification, and income generation.
- Advise international investors on UAE mortgage eligibility, down payment requirements, and residency-linked financing options.
- Guide eligible clients through the Golden Visa property investment pathway and associated financial requirements.
- Collaborate with the Off-Plan, Residential, and Commercial divisions to provide integrated financial support throughout transactions.
- Build and maintain relationships with UAE banks, mortgage brokers, financial institutions, and legal advisors.
- Stay up to date with UAE Central Bank mortgage regulations, interest rate movements, and lending policy changes.
- Prepare professional investment proposals, financial summaries, and mortgage comparison reports for clients.
- Ensure full compliance with RERA regulations, DLD requirements, and UAE financial advisory standards.
- Maintain accurate client records and pipeline reporting using CRM systems.
- Perform additional tasks as required by the Head of Investment & Financial Advisory.
& Qualifications
- Bachelor s degree in Finance, Economics, Real Estate, Business Administration, or a related field required.
- Minimum 4 years of experience in mortgage advisory, investment consulting, financial planning, or real estate finance in the UAE.
- Strong knowledge of UAE mortgage products, lending criteria, and the regulatory framework governing property finance.
- Proven ability to advise clients on real estate investment strategies, portfolio structuring, and ROI optimisation.
- Excellent interpersonal and communication skills with the ability to build trust with HNW and international clients.
- Commercially minded with a consultative approach and strong attention to financial detail.
- Experience working with UAE banks and financial institutions on behalf of property buyers.
- Understanding of off-plan payment plans, post-handover financing, and developer-linked mortgage products.
- Familiarity with Golden Visa investment requirements and UAE residency-linked property thresholds.
- Strong analytical skills with the ability to produce clear, client-friendly financial reports and investment summaries.
- Proficient in Microsoft Office Suite and CRM platforms.
- Flexible working schedule to accommodate client meetings and transaction timelines.
- High professional integrity, discretion, and commitment to client confidentiality.
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