Senior Investment Advisor & Portfolio Manager - International
Swisslinx Middle East
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Job summary
Swisslinx Middle East seeks an Investment Advisor / Portfolio Manager in Dubai to design tailored investment strategies, monitor client portfolios, and support RMs with meetings and proposals.
You will contribute to discretionary and advisory mandates, stay informed on market developments, and maintain thorough documentation of investment rationales. Fluency in English is required; French is a plus.
Qualifications
- University degree (or equivalent) in Economics, Finance or related field.
- CFA, CFPI or CIIA qualifications are an advantage.
- Minimum 10 years of professional experience, incl. 5+ years in PM/Investment Advisor roles.
Responsibilities
- Collaborate with RMs to understand client needs, objectives and risk profiles.
- Prepare investment proposals and presentations for meetings.
- Design tailored investment strategies aligned with client profiles and market views.
- Conduct portfolio reviews for discretionary and advisory mandates.
- Monitor client portfolios and suggest rebalancing when needed.
- Explain the firm's investment philosophy and strategy.
- Document suitability assessments and keep records of investment rationales.
- Coordinate with compliance on regulatory issues.
- Oversee trade execution with custodians.
- Stay updated on market developments and inform clients accordingly.
- Participate in Investment Committee meetings and share insights.
- Prepare IC documentation.
- Present investment products to internal teams and clients.
- Propose new product ideas and participate in product analysis.
Skills
Education
Tools
Job description
Swisslinx Middle East seeks an Investment Advisor / Portfolio Manager in Dubai to design tailored investment strategies, monitor client portfolios, and support RMs with meetings and proposals.
You will contribute to discretionary and advisory mandates, stay informed on market developments, and maintain thorough documentation of investment rationales. Fluency in English is required; French is a plus.
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