We are seeking a seasoned, strategic Investment Advisor to support our Business Group in navigating complex investment landscapes. The ideal candidate will bring deep market expertise and a proven ability to craft bespoke investment strategies aligned with our financial goals, risk appetite, and long-term objectives. This role requires strong analytical capability, sound judgment, and a proactive approach to portfolio oversight and optimization.
Key Responsibilities
Design, lead, and implement customized investment strategies that reflect market conditions and innovative financial solutions.
Provide expert guidance on investment decisions, identify opportunities, and deliver insights on market trends, ensuring full regulatory compliance.
Monitor market developments and portfolio performance, making timely strategic adjustments to enhance returns and mitigate risks.
Conduct comprehensive financial assessments to understand client objectives, constraints, and risk profiles.
Stay current on industry trends, macroeconomic developments, and regulatory updates.
Oversee and advise on the structure and performance of existing invested portfolios.
Required Qualifications
Master's degree in Finance, Economics, or a related field.
Professional certifications such as CFA, CFP, or equivalent.
Minimum of 6 years of experience in investment advisory, wealth management, or related financial services.
Proven track record managing high-net-worth portfolios and delivering strong strategic investment outcomes.
Advanced analytical skills and deep understanding of financial markets and instruments, including equities, fixed income, derivatives, structured products, and alternative assets.
Demonstrated ability to drive growth through strategic initiatives and client-focused solutions.
Preferred Qualifications
Experience with portfolio management software and investment analysis tools.
Knowledge of estate planning, tax optimization strategies, and risk management frameworks.
Strong problem-solving skills and strategic, long-term thinking.
Established professional network within the investment community and experience working with private clients.
Technical Skills
Strong proficiency in financial modelling and investment analysis.
Expertise in investment platforms, CRM systems, portfolio software, and trading technologies.
In-depth knowledge of asset allocation, portfolio construction, and risk assessment methodologies.
Soft Skills & Cultural Fit
Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.
Ability to work independently while collaborating effectively and mentoring team members.
High ethical standards, integrity, and professionalism in all financial dealings.
Compensation & Benefits
Competitive salary package starting from
AED 50,000
(negotiable based on experience and expertise).
Opportunities for professional development and career progression.
Annual leave with a company-sponsored travel ticket.
Job Type: Full-time
Pay: From AED50,000.00 per month
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