Senior Investment Advisor

Mirabaud & Cie SA; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A global wealth management firm in Dubai is seeking a Wealth Management Advisor to provide tailored investment solutions. The ideal candidate will have 5-10 years of experience and a strong understanding of asset allocations and investment strategies. Responsibilities include providing technical advice, creating investment proposals, and monitoring portfolio performance. A focus on communication skills is essential in this family-friendly and dynamic environment.

Benefits

Flexible working arrangements

Cultural and sporting activities

Family-friendly benefits

Qualifications

• 5-10 years of experience in a Wealth Management Advisory role.
• Understanding of asset allocation and common portfolio and investment strategies.
• Experience in equities, fixed income, structured products, FX, commodities, and Private Equities.

Responsibilities

• Provide technical investment advice to Relationship Managers and clients.
• Create and develop tailor-made investment proposals based on client risk profiles.
• Monitor and analyze portfolios with detailed reviews.

Skills

Investment Strategy Development

Technical Investment Advice

Portfolio Analysis

Communication Skills

Education

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

Job description

• Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managersand clients based on regulatory context BO domicile an investment strategy;
• Create and develop tailor-made investment proposals
  - create proposal in a portfolio context based on clients risk profile;
  - prepare bespoke investment proposals for acquiring new business as well as for existing clients;
  - provide proactive investment advice to sophisticated clients in accordance with clients investment guidelines and the Banks policies;
• Ensure compliance with predefined portfolio parameters;
• Monitor and analyse portfolios carrying out detailed portfolio and performance reviews;
• Execute and document trades cash management and create client reports;
• Support / assist Relationship Managers
  - in general investment questions and on investment-related activities;
  - in client acquisition and retention;
  - to identify profitable investment opportunities
  - to optimise revenue generation;
• Update risk profile for client where required coordinated with RM.

Qualifications :

• Bachelors degree in Finance Economics or Business Management;
• Minimum 5-10 years of experience in a Wealth Management Advisory role;
• Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities fixed income structured products FX and commodities as well as Private Equities;
• Impeccable communication and presentation skills both verbal and in writing in English; any other language is an asset.

Additional Information :

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.

Remote Work :

No

Employment Type :

Full-time