Senior Wealth Investment Analyst (CFA) – UHNW Advisory

GENESIS Executive Search; Dubai; On-site; Full time

Job summary

A DIFC based asset manager in Dubai is seeking a Senior Product Analyst to join their Investment Research & Advisory team. This role is crucial in providing bespoke investment solutions and financial planning for ultra-high-net-worth clients. The successful candidate will have a CFA certification and a Master’s degree, with at least 5 years of wealth management or investment advisory experience. Strong relationship management and financial analysis skills are essential, along with a commitment to professionalism and integrity.

Qualifications

• Mandatory CFA certification.
• 5+ years of experience in wealth management or investment advisory.
• Excellent communication and interpersonal skills.

Responsibilities

• Develop relationships with high-net-worth clients and understand their financial goals.
• Provide personalized financial planning and wealth management advice.
• Conduct comprehensive financial analyses and recommend investment solutions.
• Stay current on market trends and provide informed investment advice.

Skills

Wealth management

Investment advisory

Financial planning

Communication skills

Relationship management

Education

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

CFA (Charter holder) certifications

Job description

A DIFC based asset manager in Dubai is seeking a Senior Product Analyst to join their Investment Research & Advisory team. This role is crucial in providing bespoke investment solutions and financial planning for ultra-high-net-worth clients. The successful candidate will have a CFA certification and a Master’s degree, with at least 5 years of wealth management or investment advisory experience. Strong relationship management and financial analysis skills are essential, along with a commitment to professionalism and integrity.