Investment Advisor in an Asset Management Company Based in DIFC, Dubai, UAE

1. Client Relationship Support:

• Assist Senior RMs in the day-to-day management of client books ensuring that client funds/Assets Under Management are invested in the best possible products/instruments/solutions;
  

• Prepare materials for client meetings including portfolio performance reports investment proposals and market update presentations;
  

• Act as the primary point of contact for administrative client queries (transfers statement requests other client-related activities).
  

2. Investment Analysis and Portfolio Management:

• Collaborate with other members of the team to analyze market trends and identify suitable investment opportunities (Equities Fixed Income Private Equity Structured Products Derivatives and other Wealth/Investment Products/Solutions);
  

• Assist in constructing and rebalancing client portfolios based on risk profiles and suitability assessments;
  

• Monitor portfolio performance against benchmarks and draft commentary for client reviews.
  

3. Involvement in Compliance and Risk Management:

• Ensure all client files and transactions comply with DFSA (Dubai Financial Services Authority) regulations;
  

• Conduct rigorous due diligence for Anti-Money Laundering (AML) checks during client onboarding;
  

• Maintain up-to-date knowledge of local and international regulatory changes (e.g. FATCA and other relevant regulations).
  

Education and Experience:

• Degree: Bachelors degree in Finance Economics Business Administration or a related field (Masters/MSc is a plus).
  

• Experience: 12 years of experience in Financial Services (internships in Wealth Management Asset Management or Relationship Management are highly valued).
  

Technical Skills:

• Understanding of financial markets asset classes and macroeconomics.
  

• Proficiency in Microsoft Office products;
  

Certifications:

• CISI Qualifications: Candidates holding (or in progress/planning to receive) the CISI International Certificate in Wealth & Investment Management (Level 3) and the UAE Financial Rules and Regulations will be preferred although these certifications could be received when your employment starts with our client company;
  

Soft Skills and Languages:

• Languages: Fluency in English is mandatory;
  

• Impeccable communication and interpersonal skills;
  

• High level of discretion and integrity (handling sensitive HNW data).
  

• Entrepreneurial mindset with a genuine interest to develop in private banking and in wealth/investment advisory.