Investment Advisor

Job Title : Investment Advisor – Family Office

Location: Dubai, UAE

Experience : 3–5 years

Employment Type: Full-time

About the Role

We are seeking an analytical, and relationship-driven Investment Advisor to join our prestigious family office. This role requires a deep understanding of global financial markets, asset allocation strategies, and the unique dynamics of managing generational wealth. The ideal candidate will be responsible for advising on investment decisions, preserving capital, and aligning financial strategies.

Key Responsibilities

• Develop and execute tailored investment strategies across asset classes including equities, fixed income, private equity, real estate, and alternative investments
• Conduct in-depth market research and due diligence on investment opportunities
• Monitor portfolio performance and provide regular reporting to family stakeholders
• Collaborate with external fund managers, banks, and financial institutions to source and evaluate opportunities
• Ensure alignment of investment decisions with the family’s risk , liquidity needs, and legacy goals
• Maintain strict confidentiality and uphold the highest standards of fiduciary responsibility
• Stay abreast of macroeconomic trends, regulatory changes, and geopolitical developments impacting investments

Qualifications & Skills

• Bachelor’s degree in Finance, Economics, or related field (CFA, CAIA, or MBA preferred)
• 3–5 years of experience in investment advisory, preferably within a family office, private bank, or wealth management firm
• Strong analytical and quantitative skills with experience in portfolio, stocks & investment, equity, research and financial modeling
• Excellent communication and interpersonal skills, with the ability to build trust and credibility
• Familiarity with global investment vehicles and regulatory frameworks
• Discretion, integrity, and a client-first mindset

Job Type: Full-time