Senior Investment Advisor

دبي - الإمارات

الراتب شهرياً: لم يكشف

تاريخ النشر: 17-10-2025

عدد الوظائف الشاغرة: 1 عدد الوظائف الشاغرة

سجل للتقديم

ملخص الوظيفة

Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers and clients based on regulatory context BO domicile an investment strategy;
Create and develop tailor-made investment proposals
- create proposal in a portfolio context based on clients risk profile;
- prepare bespoke investment proposals for acquiring new business as well as for existing clients;
- provide proactive investment advice to sophisticated clients in accordance with clients investment guidelines and the Banks policies;
Ensure compliance with predefined portfolio parameters;
Monitor and analyse portfolios carrying out detailed portfolio and performance reviews;
Execute and document trades cash management and create client reports;
Support / assist Relationship Managers
- in general investment questions and on investment-related activities;
- in client acquisition and retention;
- to identify profitable investment opportunities
- to optimise revenue generation;
Update risk profile for client where required coordinated with RM.

Qualifications :

Bachelors degree in Finance Economics or Business Management;
Minimum 5-10 years of experience in a Wealth Management Advisory role;
Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities fixed income structured products FX and commodities as well as Private Equities;
Impeccable communication and presentation skills both verbal and in writing in English; any other language is an asset.

Additional Information :

Step into the action!

Family-friendly and dynamic environment;
Direct impact on the business no matter your position or seniority;
Work in an environment that encourages autonomy and entrepreneurship;
Flexible working arrangements to help you achieve a better work-life balance;
Variety of cultural and sporting activities during your free time;
Inclusion and equal treatment;
Various employee benefits & family friendly benefits.

Remote Work :

Employment Type :

Full-time

Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers and clients based on regulatory context BO domicile an investment strategy;Create and develop tailor-made investment proposals- create proposal in a portfolio context...

Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers and clients based on regulatory context BO domicile an investment strategy;
Create and develop tailor-made investment proposals
- create proposal in a portfolio context based on clients risk profile;
- prepare bespoke investment proposals for acquiring new business as well as for existing clients;
- provide proactive investment advice to sophisticated clients in accordance with clients investment guidelines and the Banks policies;
Ensure compliance with predefined portfolio parameters;
Monitor and analyse portfolios carrying out detailed portfolio and performance reviews;
Execute and document trades cash management and create client reports;
Support / assist Relationship Managers
- in general investment questions and on investment-related activities;
- in client acquisition and retention;
- to identify profitable investment opportunities
- to optimise revenue generation;
Update risk profile for client where required coordinated with RM.

Qualifications :

Bachelors degree in Finance Economics or Business Management;
Minimum 5-10 years of experience in a Wealth Management Advisory role;
Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities fixed income structured products FX and commodities as well as Private Equities;
Impeccable communication and presentation skills both verbal and in writing in English; any other language is an asset.

Additional Information :

Step into the action!

Family-friendly and dynamic environment;
Direct impact on the business no matter your position or seniority;
Work in an environment that encourages autonomy and entrepreneurship;
Flexible working arrangements to help you achieve a better work-life balance;
Variety of cultural and sporting activities during your free time;
Inclusion and equal treatment;
Various employee benefits & family friendly benefits.

Remote Work :

Employment Type :

Full-time

اعرض المزيد

المهارات المطلوبة

حماية قريبة/ مباشرة
تجارية
FIDIC
مندوب مبيعات داخلي
التجارة الإلكترونية

قدم الآن

عن الشركة

Mirabaud & Cie SA

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to d ... اعرض المزيد

عرض صفحة الشركة عرض صفحة الشركة

التقديم التلقائي على الوظائف بـ AI

قدّم على عشرات الوظائف بنقرة واحدة