Senior Manager - Advisory

Daman Investments; Dubai; On-site; AED 300,000 - 450,000; Full time

Job summary

A leading investment firm in Dubai seeks a Senior Manager Advisory to provide high-quality investment advisory services to high-net-worth clients. The role involves managing client portfolios, developing tailored investment strategies, and ensuring compliance with regulatory standards. Ideal candidates will have extensive experience in financial markets and a proven track record in client relationship management.

Qualifications

• 7-10 years of experience in investment advisory or wealth management.
• Proven track record in managing client portfolios.
• Bachelor’s degree in a related field; advanced degrees preferred.

Responsibilities

• Deliver high-quality investment advisory services.
• Manage client portfolios and develop investment strategies.
• Conduct regular portfolio reviews and provide investment recommendations.

Skills

Client relationship management

Investment strategy development

Market analysis

Risk management

Financial advising

Education

Bachelor’s degree in Finance

Bachelor’s degree in Business

Bachelor’s degree in Economics

CFA certification

CFP certification

Job description

Job Overview

The Senior Manager Advisory is responsible for delivering high-quality investment advisory services to high-net-worth individuals (HNWIs), institutional investors, and corporate clients. The job requires strong expertise in financial markets, client relationship management, and investment strategy development. The Senior Manager plays a key role in managing client portfolios, advising on investment opportunities, and ensuring that client objectives align with market conditions and regulatory requirements.

KEY ACCOUNTABILITIES AND RESPONSIBILITIES

• Serve as a trusted advisor to HNWIs, institutional investors, and corporate clients, understanding their financial goals, risk tolerance, and investment preferences.
• Develop and implement tailored investment strategies to help clients achieve their objectives while managing risk effectively.
• Provide proactive investment recommendations based on market trends, economic indicators, and portfolio performance analysis.
• Conduct regular portfolio reviews with clients, ensuring they are informed about their investment positions and market opportunities.
• Respond to client inquiries, ensuring timely and accurate information is provided while maintaining the highest service standards.
• Collaborate with the internal investment team to research and analyse financial markets, asset classes, and investment products.
• Assess portfolio performance and recommend necessary adjustments to optimize returns while mitigating risk exposure.
• Stay up to date with macroeconomic trends, geopolitical risks, and regulatory changes to guide investment strategies effectively.
• Evaluate new investment products and asset classes, presenting relevant opportunities to clients.
• Ensure adherence to investment policies, risk management protocols, and compliance standards.
• Identify opportunities to expand the advisory client base through referrals, industry networking, and market outreach.
• Develop strong relationships with external stakeholders, including fund managers, financial analysts, and regulatory bodies.
• Support business development initiatives by preparing client proposals, pitch presentations, and investment reports.
• Represent the firm at client meetings, conferences, and industry events to promote advisory services and expand market presence.
• Ensure all advisory services comply with financial regulations, company policies, and ethical investment practices.
• Work closely with compliance teams to mitigate risks associated with investment decisions and client transactions.
• Oversee the execution of client transactions, including account openings, transfers, and withdrawals, ensuring smooth operations.
• Implement best practices in reporting, documentation, and client communication to enhance transparency and efficiency.
• Provide mentorship and support to junior advisory team members, fostering a culture of learning and professional growth.
• Assist in training programs to enhance the investment knowledge and skills of the advisory team.
• Collaborate with senior management to develop strategic initiatives aimed at improving advisory services and operational efficiencies.
• Uphold company values throughout business practices and utilise sound judgment in decision making.
• Any other additional duties as may be required by management based on needs of the business.

QUALIFICATION

• A minimum of 7-10 years working experience in investment advisory, wealth management, or client relationship management in financial services.
• Proven track record of managing client portfolios, providing investment recommendations, and maintaining long-term client relationships.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• Advanced degree or professional certifications such as CFA, CFP, or similar are preferred.