Senior Investment Advisor

Mirabaud & Cie SA; Dubai; On-site; AED 150,000 - 250,000; Full time

Job summary

A prestigious financial institution is seeking a Wealth Management Advisory professional to provide comprehensive investment advice and manage client portfolios. The ideal candidate will possess a strong background in finance, excellent communication skills, and a minimum of 5-10 years of relevant experience in the industry.

Qualifications

• Minimum 5-10 years of experience in a Wealth Management Advisory role.
• Understanding of asset allocation, portfolio and investment strategies.

Responsibilities

• Provide technical investment advice to Relationship Managers and clients.
• Create and develop tailor-made investment proposals.
• Monitor and analyze client portfolios.

Skills

Communication skills

Presentation skills

Education

Bachelor's degree in Finance, Economics or Business Management

Job description

Bachelor of Business Administration(Management)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Description

Job Description

• Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers' and 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 client's 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 client's investment guidelines and the Bank's 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.

Desired Candidate Profile

Qualifications

• Bachelor s 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.

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