Investment Advisor

2 weeks ago


dubai, United Arab Emirates Madison Pearl Full time
Madison Pearl has been mandated by a distinguished regional asset manager based in DIFC, Dubai, to recruit an experienced Investment Advisor with a broad exposure to various asset classes. This position reports directly to senior management, making the successful candidate a crucial figure within the company. The role demands a deep understanding of investment products. Primary ResponsibilitiesCollaborate with the Investment Committee (IC) and Relationship Managers (RMs) to develop relevant products and mandates tailored to clients' risk profiles.Support RMs during client meetings and queries as needed.Assess investment ideas with the Investment Committee and oversee portfolio management, focusing on both strategic and tactical asset allocation.Utilize research to provide weekly reports, ensuring clients and RMs stay informed about market activities.Ensure compliance with relevant regulatory guidelines in all activities.Key QualificationsOver 10 years of experience in the banking or financial services sector.A bachelor's degree in a related field; an advanced degree is preferred.In-depth knowledge of financial markets and investment strategies, along with a strong background in creating multi-asset structured products.Experience in assisting relationship managers and presenting to both senior internal and external stakeholders.Demonstrated strong leadership abilities.Interested candidates please apply to this advertisement directly or send your CV to *ONLY SHORTLISTED CANDIDATES WILL BE CONTACTED*Treasury sales - European commercial bank
Madison Pearl
Hong Kong
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