Senior Investment Advisor & Portfolio Manager (Dubai)

Swisslinx Middle East; Dubai; On-site; AED 600,000 - 1,200,000; Full time

Job summary

Swisslinx Middle East DMCC seeks an Investment Advisor / Portfolio Manager to join its Dubai office, delivering tailored wealth-management solutions to a discerning client base within an international platform.

Ideal candidates hold a degree in Economics/Finance, have CFA/CIIA/CFPI or equivalent, and possess a track record of 10+ years in portfolio management or advisory roles. Strong MS Office and Bloomberg skills are expected.

Qualifications

• University degree in Economics, Finance or related field.
• CFA/CIIA/CFPI or similar is an advantage.
• Minimum 10 years of professional experience, including at least 5 years in a similar portfolio manager/investment advisor role.

Responsibilities

• Collaborate with RMs to understand client needs, objectives, and risk profiles.
• Prepare investment proposals and presentations for client meetings.
• Design tailored investment strategies aligned with client profiles and market views; conduct discretionary and advisory portfolio reviews.
• Monitor client portfolios and suggest rebalancing or repositioning as needed.
• Explain Swisslinx Middle East DMCC's investment philosophy and strategy; document suitability assessments.
• Liaise with compliance to address regulatory or procedural issues; oversee trade execution with custodians.
• Stay informed on market developments and proactively inform clients when appropriate.
• Participate in IC/ Fund/Product committees and contribute investment ideas and analysis.

Skills

Financial analysis

Portfolio construction

Wealth management

Interpersonal skills

Team collaboration

Education

Economics/Finance degree

CFA / CIIA / CFPI

Tools

Bloomberg Terminal

MS Office

Job description

Swisslinx Middle East DMCC seeks an Investment Advisor / Portfolio Manager to join its Dubai office, delivering tailored wealth-management solutions to a discerning client base within an international platform.

Ideal candidates hold a degree in Economics/Finance, have CFA/CIIA/CFPI or equivalent, and possess a track record of 10+ years in portfolio management or advisory roles. Strong MS Office and Bloomberg skills are expected.