Senior Investment Analyst (CFA)

Genesis Executive; Dubai; On-site; AED 200,000 - 250,000; Full time

Job summary

A leading asset management firm in Dubai is seeking a Senior Product Analyst to join their Investment Research & Advisory team. The role focuses on developing tailored investment products for high-net-worth clients, conducting financial analyses, and providing strategic investment solutions. Candidates should have a CFA certification and a Master’s degree in finance, along with at least 5 years of relevant experience in wealth management. The position offers a dynamic work environment with a focus on client relationships.

Qualifications

• Minimum 5 years of experience in wealth management or investment advisory.
• Proven track record with high-net-worth individuals.

Responsibilities

• Develop tailored investment products and conduct portfolio analyses.
• Provide personalized financial planning advice.

Skills

Relationship building with high-net-worth clients

Financial analysis

Investment advisory

Market intelligence

Excellent communication skills

Education

CFA certification

Master’s degree in finance 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.