Investment Advisor

Job Posting: Investment Advisor

Role Overview

We are seeking a seasoned, strategic Investment Advisor to support our Business Group in navigating complex investment landscapes. The ideal candidate will bring deep market expertise and a proven ability to craft bespoke investment strategies aligned with our financial goals, risk appetite, and long-term objectives. This role requires strong analytical capability, sound judgment, and a proactive approach to portfolio oversight and optimization.

Key Responsibilities

• Design, lead, and implement customized investment strategies that reflect market conditions and innovative financial solutions.
• Provide expert guidance on investment decisions, identify opportunities, and deliver insights on market trends, ensuring full regulatory compliance.
• Monitor market developments and portfolio performance, making timely strategic adjustments to enhance returns and mitigate risks.
• Conduct comprehensive financial assessments to understand client objectives, constraints, and risk profiles.
• Stay current on industry trends, macroeconomic developments, and regulatory updates.
• Oversee and advise on the structure and performance of existing invested portfolios.

Required Qualifications

• Master’s degree in Finance, Economics, or a related field.
• Professional certifications such as CFA, CFP, or equivalent.
• Minimum of 6 years of experience in investment advisory, wealth management, or related financial services.
• Proven track record managing high-net-worth portfolios and delivering strong strategic investment outcomes.
• Advanced analytical skills and deep understanding of financial markets and instruments, including equities, fixed income, derivatives, structured products, and alternative assets.
• Demonstrated ability to drive growth through strategic initiatives and client-focused solutions.

Preferred Qualifications

• Experience with portfolio management software and investment analysis tools.
• Knowledge of estate planning, tax optimization strategies, and risk management frameworks.
• Strong problem-solving skills and strategic, long-term thinking.
• Established professional network within the investment community and experience working with private clients.

Technical Skills

• Strong proficiency in financial modelling and investment analysis.
• Expertise in investment platforms, CRM systems, portfolio software, and trading technologies.
• In-depth knowledge of asset allocation, portfolio construction, and risk assessment methodologies.

Soft Skills & Cultural Fit

• Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.
• Ability to work independently while collaborating effectively and mentoring team members.
• High ethical standards, integrity, and professionalism in all financial dealings.

Compensation & Benefits

• Competitive salary package starting from AED 50,000 (negotiable based on experience and expertise).
• Opportunities for professional development and career progression.

Annual leave with a company-sponsored travel ticket.

Job Type: Full-time

Pay: From AED50,000.00 per month