Senior Investment Advisor

منذ 20 ساعات

business bay, dubai, الإمارات العربية المتحدة Mirabaud & Cie SA دوام كامل

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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 :

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Remote Work :

Employment Type :

Full-time

Key Skills
Close Protection,Commercial,FIDIC,Indoor Sales,E-Commerce
Experience: years
Vacancy: 1