Senior Advisor - Citizenship by investment
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Key skills for this role
About the Role
TVG Citizenship by Investment specializes in securing second citizenship or residency for entrepreneurs and their families in high-demand destinations. The firm focuses on providing holistic, end-to-end solutions that support long-term personal and financial goals.
Key Skills for This Role
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Company Description
TVG Citizenship by Investment specializes in securing second citizenship or residency for entrepreneurs and their families in high-demand destinations.
The firm focuses on providing holistic, end-to-end solutions that support long-term personal and financial goals.
By tailoring strategies to each client’s unique circumstances.
Role Description
This is a full-time, on-site Senior Advisor - Citizenship by Investment role based in Dubai.
The Senior Advisor will consult with high-net-worth individuals and families to understand their objectives, explain relevant residency and citizenship programs, and recommend suitable investment pathways.
Daily responsibilities include managing a portfolio of clients, delivering ongoing advisory support, ensuring a high standard of customer service, and keeping up to date with regulatory, immigration, and investment program changes across multiple jurisdictions.
The Senior Advisor will contribute to business development by nurturing referrals, participating in client events, and supporting marketing initiatives with insights from client interactions.
Qualifications
- Demonstrated experience in developing and evaluating Investment Strategies for diverse client profiles.
- Proven Customer Service skills, with the ability to build long-term, trust-based relationships and handle sensitive client matters with discretion.
- Experience in citizenship or residency by investment, wealth management, or related advisory fields is highly beneficial.
- Excellent communication and presentation skills, with the ability to explain complex options in clear, accessible language.
- 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; relevant professional certifications are an advantage.
- Fluency in English required; additional languages are a plus, especially those commonly spoken by international investors.
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