MENA Investment Advisor, Leading Private Bank, Geneva

Delta Executive Search Ltd.; Genf; On-site; CHF 180,000 - 290,000; Full time

Job summary

Delta Executive Search Ltd. is representing a top-tier private bank seeking an experienced MENA Investment Advisor to join their Geneva team.

This role suits a relationship-driven investment professional with deep knowledge of the MENA U/HNW market. You will support Relationship Managers by providing investment led insights, portfolio reviews, and market updates; deliver tailored multi-asset strategies for MENA U/HNW clients; and provide holistic multi-asset investment advice to ensure

Qualifications

• At least 6+ years of experience in investment management or private banking.
• Proven track record managing a book of HNW/UHNW clients.
• Strong knowledge of multi-asset portfolio construction and investment products.
• Experience serving MENA UHNW clients.
• Arabic fluency would be beneficial.

Responsibilities

• Support Relationship Managers covering the MENA market with investment insights and portfolio reviews.
• Deliver tailored investment strategies for MENA UHNW clients.
• Provide holistic multi-asset investment advice to MENA UHNW clients.

Skills

Investment advisory

HNW/UHNW client management

Multi-asset portfolio construction

Financial markets knowledge

Arabic language

Job description

Our client, a Top Tier Private Bank, is seeking an experienced MENA Investment Advisor to join their Geneva team. This role is ideal for a relationship driven investment professional with a deep understanding of the MENA U/HNW market

Key Responsibilities:

• Support Relationship Managers who cover the MENA market by providing investment led insights, portfolio reviews, and market updates
• Deliver tailored investment strategies for MENA U/HNW clients, ensuring suitability and performance alignment
• Provide top tier holistic multi asset investment advice to the MENA U/HNW private banking clients

Requirements:

• At least 6+ years of experience in investment management/advisory, private banking, or wealth management
• Proven track record managing a book of HNW/UHNW clients
• Strong technical knowledge of multi asset portfolio construction, investment products, and financial markets
• Prior experience managing MENA U/HNW clients
• Fluency in Arabic would be beneficial