Investment Advisor Required in Dubai - Dubai
Investment Advisor Required in Dubai
The role’s main objective is to facilitate the implementation and adherence to the investment advisory cycle with the Client Service team, through product placement, portfolio reviews & accompanying private banker to client meetings etc.
Main responsibilities include:
• Developing bespoke investment solutions across all asset classes to ultra and high-net worth clients
• Conduct market research and analyses market data to understand business and economic cycles and forecasts of asset classes
• Full understanding and adherence to the Investment Advisory policies and guidelines
• Thorough understanding of all products being discussed and presented.
• Active contribution in weekly Investment Advisory Meetings
• Contribute to Investment research reports on regular basis
• Assist Private Banking Relationship Managers with proposals for prospects and during client meeting.
• Identify, screen and analyze Investment products and offerings
• Screening and evaluating funds on behalf of the clients
• Accompanying private bankers to client meetings, supporting in acquisition of new prospects, and increasing total ticket size of existing clients
• Develop and monitor new investment ideas related to all asset classes, equities, bonds, forex, structured products, private equities, hedge funds.
• Portfolio Reviews
Qualifications:
University degree (Bachelor or MBA) from recognized university
CFA certification is preferred
Robust experience in providing investment advice, solutions & accompanying Private Banker on client meetings.
Minimum 5-7 years’ experience in a similar role in Private Banking or EAM
Thorough understanding of equity, DCM, alternative markets, and structured products
Strong communication skills and teamwork
Kindly share your resume to [email protected]
