Senior Investment Analyst (CFA)

Genesis Executive; Dubai; On-site; AED 250,000 - 500,000; Full time

Job summary

Genesis Executive in Dubai (DIFC) seeks a Senior Product Analyst / Senior Investment Analyst to join the Investment Research & Advisory team. You will develop bespoke wealth products, perform portfolio analyses, and provide strategic advisory aligned with client objectives and market trends.

The role collaborates with Relationship Managers and the CEO to deliver tailored financial planning and wealth management solutions for ultra-high-net-worth clients.

Qualifications

• CFA (Charter holder) certification is mandatory.
• Master's degree in finance, economics, business administration, or related field required.
• Minimum 5 years of experience in wealth management, investment advisory, or financial planning.
• Proven track record with high-net-worth client relationships.
• Strong knowledge of financial markets and wealth management strategies.

Responsibilities

• Develop tailored investment products and wealth management solutions for ultra-high-net-worth clients.
• Conduct portfolio analyses, asset allocation reviews, and retirement planning.
• Provide personalized financial planning and advisory services in collaboration with RM and CEO.
• Stay updated on market trends and DFSA regulatory changes to inform guidance.
• Build and maintain relationships with high-net-worth clients and support RM decisions.

Skills

Communication skills

Interpersonal skills

Analytical skills

Independent worker

Education

Master's degree in finance, economics, business administration, or related field

Job description

A DIFC based asset manager is seeking a seasoned and strategic-minded Senior Product Analyst / Senior Investment Analyst to join our Investment Research & Advisory team. This role is central to driving bespoke investment solutions, financial planning expertise, and market intelligence for ultra-high-net-worth clients in partnership with Relationship Managers and the CEO.

As a key member of the Wealth Product team, the Senior Product Analyst will be instrumental in developing tailored investment products, conducting in-depth portfolio analyses, and delivering high-impact advisory aligned with client objectives and market trends.

Key Responsibilities

• Develop and maintain relationships with high-net-worth managing RM's, understanding their clients' financial goals, risk tolerance, and investment objectives and designing the products accordingly.
• Provide personalized financial planning and wealth management advice tailored to each RM's client's individual needs and circumstances.
• Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning.
• Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities.
• Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning.
• Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance.
• Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals.

Qualifications

• CFA (Charter holder) certifications is mandatory.
• Master's degree in finance, economics, business administration, or related field.
• Minimum 5 years of experience in wealth management, investment advisory, or financial planning.
• Proven track record of success in building and managing Company client relationships, with a focus on high-net-worth individuals and families.
• Strong knowledge of financial markets, investment products, and wealth management strategies.
• Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity.