Investment Advisor - External Asset Manager

High Street Resources; Dubai; Vor Ort; AED 150.000 - 210.000; Vollzeit

Zusammenfassung

A leading External Asset Manager is seeking an Investment Advisor in Dubai to manage and advise UHNW/HNW clients. You will deliver tailored discretionary services and build lasting client relationships while ensuring compliance with regulatory standards. The ideal candidate has over 7 years of experience in investment advisory and a deep understanding of global markets. This position offers the opportunity to lead investment strategies and support client growth through referrals.

Qualifikationen

• 7–15+ years of experience as an Investment Advisor or Relationship Manager.
• Strong track record in managing UHNW/HNW client portfolios.
• Deep understanding of global financial markets and investment products.

Aufgaben

• Manage and advise a portfolio of UHNW/HNW clients.
• Deliver tailored discretionary and advisory investment solutions.
• Build and maintain long-term client relationships.
• Collaborate with internal CIO, portfolio management and risk teams to implement strategies.
• Ensure compliance with DFSA regulations, governance, and suitability standards.
• Support asset growth through referrals and selective new client acquisition.

Kenntnisse

Investment Advisory

Client Relationship Management

Financial Markets Knowledge

Communication Skills

Jobbeschreibung

A leading External Asset Manager in DIFC is seeking an Investment Advisor to manage and advise a portfolio of UHNW/HNW clients, delivering tailored discretionary and advisory investment solutions across global markets.

• Work with a Senior Partner to advise UHNW/HNW clients on multi-asset portfolios (equities, fixed income, alternatives, structured products).
• Deliver discretionary and advisory mandates in line with client risk profiles and objectives.
• Build and maintain long‑term client relationships, acting as a trusted investment partner.
• Work closely with internal CIO, portfolio management, and risk teams to implement investment strategies.
• Ensure full compliance with DFSA regulations, internal governance, and suitability standards.
• Support asset growth through referrals and selective new client acquisition.

• 7–15+ years’ experience as an Investment Advisor / Relationship Manager within private banking or EAM platforms.
• Strong track record managing UHNW/HNW client portfolios.
• Deep understanding of global financial markets and investment products.
• Familiarity with DFSA regulatory framework preferred.
• Strong communication, credibility, and client‑facing skills.