Elite Investment Advisor: Portfolio Architect

First Abu Dhabi Bank; Dubai; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading financial institution in Dubai is seeking an experienced Investment Advisor to provide top-notch investment-related services to elite clients. The ideal candidate will have over 5 years of experience, a strong understanding of financial markets, and excellent communication skills. This role involves collaborating with relationship managers, conducting market updates, and ensuring compliance with policies and regulations. A Bachelor's degree in Finance or Economics, along with a CFA or equivalent, is required.

Qualifications

• At least 5 years of work experience in a similar environment.
• In-depth knowledge of global financial markets and investment products.
• Fluent in English; Arabic or Russian is a plus.

Responsibilities

• Provide high-quality investment advisory services to clients.
• Work closely with relationship managers to create and monitor investment portfolios.
• Conduct market updates for internal and external audiences.

Skills

Investment advice

Financial market understanding

Relationship management

Effective communication

Team collaboration

Analytical skills

Education

Bachelor’s Degree in Economics or Finance

CFA or Master’s Degree in Finance/Economics

Job description

A leading financial institution in Dubai is seeking an experienced Investment Advisor to provide top-notch investment-related services to elite clients. The ideal candidate will have over 5 years of experience, a strong understanding of financial markets, and excellent communication skills. This role involves collaborating with relationship managers, conducting market updates, and ensuring compliance with policies and regulations. A Bachelor's degree in Finance or Economics, along with a CFA or equivalent, is required.