Senior MENA UHNW Investment Advisor

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

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