Investment Advisor in an Asset Management Company Based in DIFC, Dubai, UAE

S.P.S People FZE; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

An established Asset Management Company in Dubai seeks Wealth/Investment Advisors/Analysts with 1-2 years of relevant experience in Private Banking or Wealth Management. The positions are full-time, on-site in Dubai International Financial Centre (DIFC) with no remote work options. Candidates should have a Bachelor's degree in a related field, with a strong understanding of financial markets, and proficiency in client relationship management. Competitive remuneration packages will be offered to successful candidates.

Qualifications

• 1-2 years experience in Private Banking or Wealth Management.
• CISI International Certificate in Wealth & Investment Management (Level 3) is a plus.
• Fluency in English is mandatory.

Responsibilities

• Support Senior RMs in managing client portfolios.
• Collaborate on market trend analysis.
• Ensure compliance with DFSA regulations.

Skills

Client relationship management

Investment analysis

Risk management

Communication skills

Education

Bachelor's degree in Finance, Economics, or Business Administration

Tools

Microsoft Office

Job description

Our client an established Asset Management Company based in Dubai International Financial Centre (DIFC) in Dubai United Arab Emirates is looking for Wealth/Investment Advisors/Analysts with 1-2 years of relevant product knowledge and wealth/investment Advisory experience in Private Banking or Wealth Management in the United Arab Emirates. There are several positions of Wealth/Investment Advisors available in the same company. All these roles are full time permanent positions working on-site in Dubai International Financial Centre (DIFC) in Dubai United Arab Emirates. Remote work is not possible for these roles. Successful candidates for these roles should be based in the United Arab Emirates no relocation from other countries/regions is possible for these roles. Current or previous experience in Private Banking and/or Wealth Management is an advantage but not obligatory for these roles our client company will educate and train selected and successfully onboarded candidates in private banking products/solutions.

Key Responsibilities

Client Relationship Support

• Assist Senior RMs in the day-to-day management of client books ensuring that client funds/Assets Under Management are invested in the best possible products/instruments/solutions.
• Prepare materials for client meetings including portfolio performance reports investment proposals and market update presentations.
• Act as the primary point of contact for administrative client queries (transfers statement requests other client-related activities).

Investment Analysis and Portfolio Management

• Collaborate with other members of the team to analyze market trends and identify suitable investment opportunities (Equities Fixed Income Private Equity Structured Products Derivatives and other Wealth/Investment Products/Solutions).
• Assist in constructing and rebalancing client portfolios based on risk profiles and suitability assessments.
• Monitor portfolio performance against benchmarks and draft commentary for client reviews.

Involvement in Compliance and Risk Management

• Ensure all client files and transactions comply with DFSA (Dubai Financial Services Authority) regulations.
• Conduct rigorous due diligence for Anti-Money Laundering (AML) checks during client onboarding.
• Maintain up-to-date knowledge of local and international regulatory changes (e.g. FATCA and other relevant regulations).

Requirements

Education and Experience

• Degree: Bachelors degree in Finance Economics Business Administration or a related field (Masters/MSc is a plus).
• Experience: 12 years of experience in Financial Services (internships in Wealth Management Asset Management or Relationship Management are highly valued).

Technical Skills

• Understanding of financial markets asset classes and macroeconomics.
• Proficiency in Microsoft Office products.

Certifications

• CISI Qualifications: Candidates holding (or in progress/planning to receive) the CISI International Certificate in Wealth & Investment Management (Level 3) and the UAE Financial Rules and Regulations will be preferred although these certifications could be received when your employment starts with our client company.

Soft Skills and Languages

• Languages: Fluency in English is mandatory.
• Impeccable communication and interpersonal skills.
• High level of discretion and integrity (handling sensitive HNW data).
• Entrepreneurial mindset with a genuine interest to develop in private banking and in wealth/investment advisory.

Benefits

A competitive remuneration package shall be discussed with the shortlisted candidates.