Senior Investment Analyst

2 weeks ago

Dubai, United Arab Emirates Genesis Executive Full time

A DIFC based asset manager is seeking a seasoned and strategic-minded Senior Product Analyst / Senior Investment Analyst to join our Investment Research & Advisory team. This role is central to driving bespoke investment solutions, financial planning expertise, and market intelligence for ultra-high-net-worth clients in partnership with Relationship Managers and the CEO. As a key member of the Wealth Product team, the Senior Product Analyst will be instrumental in developing tailored investment products, conducting in-depth portfolio analyses, and delivering high-impact advisory aligned with client objectives and market trends. Key Responsibilities - Develop and maintain relationships with high-net-worth managing RM’s, understanding their clients’ financial goals, risk tolerance, and investment objectives and designing the products accordingly. - Provide personalized financial planning and wealth management advice tailored to each RM’s client's individual needs and circumstances. - Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning. - Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities. - Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning. - Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance. - Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals. Qualifications - CFA (Charter holder) certifications is mandatory. - Master’s degree in finance, economics, business administration, or related field. - Minimum 5 years of experience in wealth management, investment advisory, or financial planning. - Proven track record of success in building and managing Company client relationships, with a focus on high-net-worth individuals and families. - Strong knowledge of financial markets, investment products, and wealth management strategies. - Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner. - Ability to work independently and collaboratively in a fast-paced, dynamic environment. - Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity. #J-18808-Ljbffr

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