Investment Advisor
Job Description
Charterhouse is working with an internationally recognised, publicly listed wealth management firm who are expanding their UAE operation. The firm currently manages over USD 50 billion globally, and they are searching for Investment Advisors to join their DIFC office.
About the role
The Investment Advisor will join a team of senior private bankers and will be required to work closely with the team and their HNI clients. This role will be responsible for advising on different investment strategies based on the client's risk appetite. The advisory team should collaborate closely with RMs to identify cross-selling opportunities and deepen client relationships, while also leading client meetings alongside RMs to deliver investment updates and recommendations. The Investment Advisor should stay updated on global market trends, asset allocation strategies, and portfolio construction techniques in order to deliver high quality, bespoke solutions.
About you
The Investment Advisor should have a minimum of 5 years within the private banking or wealth management space where they have worked extensively with HNI and UHNI from different backgrounds. The ideal candidate will be an expert in international wealth solutions, combined with the ability to communicate trends to clients in a simplified manner. Holding a CFA would also be beneficial.
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Job Detail
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Job IdJD1996108
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IndustryNot mentioned
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Total Positions1
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Job Type:Full Time
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Salary:Not mentioned
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Employment StatusPermanent
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Job LocationDubai, United Arab Emirates
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EducationNot mentioned