Investment Advisor

2 weeks ago

Dubai, Dubai, United Arab Emirates High Street Resources Full time

We are seeking an experienced Investment Advisor for our client, a prominent Asset Management Firm in Dubai. The incumbent will support the CIO and Relationship Managers (RMs) in constructing client investment portfolios aligned with each client's risk profile, leveraging available products and asset allocation models.

Key Responsibilities :

  • Primarily responsible for portfolio proposals, asset allocation / construction, periodic reviews, and rebalancing.
  • Perform ongoing monitoring of existing portfolios and investments, ensuring portfolios are aligned with high-level strategy, objectives, and goals.
  • Assist Relationship Managers in attracting new assets under management and understanding new investment products.
  • Coordinate execution of trades with custodian banks, brokers, fund houses, and partners.
  • Keep track of developments in the global macro environment, financial markets, and emerging trends to provide high-quality advice.
  • Support the CIO with investment research, focused lists, and market updates.
  • Ensure all advisory and discretionary trades are executed in line with internal investment policy guidelines.
  • Ensure compliance with internal and external regulatory requirements.

Education and Experience Requirements :

  • CFA Charterholder and Bachelor's degree in Economics, Finance, or Business Management.
  • Strong understanding of global markets and in-depth knowledge of various asset classes / products (Equities, Bonds, Funds, Structured Products, FX & Commodities), investment management strategies, portfolio construction, monitoring, and rebalancing techniques.
  • Minimum 5 years of experience in Wealth Management, Private Banking, or Asset Management in an investment advisory function.
  • Excellent knowledge of and experience with Bloomberg.
  • Proficiency in PowerPoint presentation skills and Excel analytical functions.

Skills & Attributes :

  • Strategic thinker with a solid foundation in investment management strategies, portfolio construction, and rebalancing techniques.
  • Exceptional analytical and research abilities, able to stay current with market trends and global economic shifts.
  • Excellent communication skills, with the ability to present complex financial concepts clearly.
  • Detail-oriented with strong organizational skills to manage multiple portfolios and ensure compliance.
#J-18808-Ljbffr

  • Strategic Investment Advisor

    12 hours ago

    Dubai, Dubai, United Arab Emirates RELIENCE INVESTMENT LLC Full time

    Relience Investment LLC is a leading provider of investment solutions, committed to delivering results-driven investment strategies that meet the evolving needs of our clients.Job SummaryWe are seeking an experienced Strategic Investment Advisor to join our dynamic team and help drive our investment strategy by developing and executing strategies to achieve...

  • Investment Advisor

    4 days ago

    Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Investment Advisor Location: Dubai Job Summary: A dynamic and resultsdriven Investment Advisor is sought to join a forwardthinking financial services team. The successful candidate will be responsible for providing expert investment advice developing personalized financial strategies and managing client portfolios to help achieve their financial...

  • Investment Advisor

    7 days ago

    Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Investment Advisor Location: Dubai Job Summary: A dynamic and resultsdriven Investment Advisor is sought to join a forwardthinking financial services team. The successful candidate will be responsible for providing expert investment advice developing personalized financial strategies and managing client portfolios to help achieve their...

  • Investment Advisor

    1 day ago

    Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time

    Job Title: Investment AdvisorLocation: DubaiJob Summary: A dynamic and results-driven Investment Advisor is sought to join a forward-thinking financial services team. The successful candidate will be responsible for providing expert investment advice, developing personalized financial strategies, and managing client portfolios to help achieve their financial...

  • Alternative Investment Advisor

    5 days ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    About the job Alternative Investment AdvisorJob Title: Alternative Investment AdvisorLocation: Dubai, UAEAbout Our Client:Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to...

  • Alternative Investment Advisor

    6 days ago

    Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time

    Job Title: Alternative Investment AdvisorLocation: Dubai UAEAbout Our Client:Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client ensuring their...

  • Alternative Investment Advisor

    4 days ago

    Dubai, Dubai, United Arab Emirates Click And Connect Online Limited Full time

    Job Title: Alternative Investment AdvisorLocation: Dubai UAEAbout Our Client:Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client ensuring their...

  • Investment Advisor

    2 weeks ago

    Dubai, Dubai, United Arab Emirates Nomura Holdings, Inc. Full time

    Select how often (in days) to receive an alert: Skill Category: International Wealth Management Description:Investment Advisor Responsibilities: Responsible for bespoke multi-asset structured solutions for client's investment and hedging needs Meet clients with front office to better understand client needs and provide advisory services Drive the...

  • Investment Advisor

    3 weeks ago

    Dubai, Dubai, United Arab Emirates Nomura Holdings, Inc. Full time

    Select how often (in days) to receive an alert:Skill Category: International Wealth ManagementDescription:Investment AdvisorResponsibilities:Responsible for bespoke multi-asset structured solutions for client's investment and hedging needsMeet clients with front office to better understand client needs and provide advisory servicesDrive the implementation of...

  • Alternative Investment Advisor

    3 days ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title: Alternative Investment Advisor Location: Dubai UAE About Our Client: Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client ensuring their...

  • Alternative Investment Advisor

    7 days ago

    Dubai, Dubai, United Arab Emirates Click and Connect Online Limited Full time

    Job Title: Alternative Investment Advisor Location: Dubai UAE About Our Client: Our client is an innovative wealth management firm based in Dubai offering a comprehensive 360degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client ensuring...

  • International Listed Investments Expert

    1 week ago

    Dubai, Dubai, United Arab Emirates Ghobash Trading & Investment Company Full time

    Company OverviewGhobash Trading & Investment Company is a leading player in the financial industry, seeking talented professionals to enhance our operations.We are looking for an experienced Investment Analyst, Associate to join our team and contribute to our success.The successful candidate will be responsible for analyzing financial statements, building...

  • Alternative Investment Advisor

    1 week ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Job Title:Alternative Investment AdvisorLocation: Dubai UAEAbout Our Client:Our client is an innovative wealth management firm basedin Dubai offering a comprehensive 360degree range of services andproducts to their esteemed clients. Their mission is to providepersonalized financial solutions that cater to the unique needs ofeach client ensuring their...

  • Investment Advisor Dubai

    7 days ago

    Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exacting standards demanded in highly regulated financial markets.My client need...

  • Real Estate Solutions Advisor

    1 week ago

    Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Company DescriptionProperty Shop Investment LLC (PSI) established in 2007, is the No. 1 and largest private effective Real Estate Company headquartered in Abu Dhabi, UAE. PSI offers a wide range of Real Estate Services including Property Brokerage, Development & Consultancy Services, Real Estate Marketing, Investment Advisory, Property Appraisal, and...

  • Real Estate Solutions Advisor

    7 days ago

    Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Company Description Property Shop Investment LLC (PSI) established in 2007, is the No. 1 and largest private effective Real Estate Company headquartered in Abu Dhabi, UAE. PSI offers a wide range of Real Estate Services including Property Brokerage, Development & Consultancy Services, Real Estate Marketing, Investment Advisory, Property Appraisal, and...

  • Investment Advisor Dubai

    2 weeks ago

    Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exacting standards demanded in highly regulated financial markets. My client needs...

  • Investment Advisor Dubai

    2 days ago

    Dubai, Dubai, United Arab Emirates Prestige IFA Jobs Full time

    My client is a boutique wealth management firm with global reach from our Head Quarters based in the United Arab Emirates regulated by the Emirates Securities & Commodities Authority. They are proud to boast a staff of certified and experienced advisors all of whom work to the exacting standards demanded in highly regulated financial markets.My client needs...

  • Real Estate Solutions Advisor

    2 weeks ago

    Dubai, Dubai, United Arab Emirates Property Shop Investment LLC (PSI) Full time

    Company DescriptionProperty Shop Investment LLC (PSI) established in 2007, is the No. 1 and largest private effective Real Estate Company headquartered in Abu Dhabi, UAE. PSI offers a wide range of Real Estate Services including Property Brokerage, Development & Consultancy Services, Real Estate Marketing, Investment Advisory, Property Appraisal, and...

  • Alternative Investment Advisor

    1 week ago

    Dubai, Dubai, United Arab Emirates Independent Resourcing Consultancy Ltd Full time

    Our client is an innovative wealth management firm based in Dubai, offering a comprehensive 360-degree range of services and products to their esteemed clients. Their mission is to provide personalized financial solutions that cater to the unique needs of each client, ensuring their financial well-being and growth. Job Description: Role Overview: Our...