financial investment manager

Deutsche Bank AG

<p><b>Details of the Division and Team:</b></p> <p>The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning and servicing for the client.</p> <p>The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients  needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention, client experience, Suitability risk and contribution towards business mix goals.</p> <p><b>Your key responsibilities:</b></p> <ul> <li><p>Act as the central point of contact for clients  investment needs / advice and be responsible for increasing share of wallet from existing clients.</p></li> <li><p>Partner up with the Relationship Manager to serve clients across a defined portfolio.</p></li> <li><p>Serve as strategic advisor on client s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly.</p></li> <li><p>Assess clients  overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.</p></li> <li><p>Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.</p></li> <li><p>Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed.</p></li> <li><p>Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC.</p></li> <li><p>Collaborate closely with key internal partners, including discretionary portfolio managers and DB/p&gt;</p></li> <li><p>WM s entire range of product specialists to deliver the firm s best capabilities, solutions and investment thinking.</p></li> <li><p>Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments</p></li> <li><p>Proactively seek to manage and control investment portfolio risks while maximizing financial returns in line with regulations.</p></li> <li><p>Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration.</p></li> <li><p>Monitor clients  asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.</p></li> <li><p>Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities.</p></li> <li><p>Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.</p></li> </ul> <p><b>Your skills and experience:</b></p> <ul> <li><p>10 or more years of relevant investment experience of which a minimum of 5 years in wealth management/private banking</p></li> <li><p>Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.</p></li> <li><p>Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets opportunistic/idea-driven investing</p></li> <li><p>Fluent in delivering a capital market outlook from both an investment strategist s view (i.e., top down) and a manager s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment.</p></li> <li><p>Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups</p></li> <li><p>Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client.</p></li> <li><p>Fluent in discussing performance attribution.</p></li> <li><p>Have a good understanding of the governing regulatory framework including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.</p></li> <li><p>Ability to introduce existing client relationships a plus.</p></li> </ul>

Private Bank Investment Manager

Robert Walters

<div><span style="font-size: 11px;"><b>Director of Investment Management – Real Estate (Dubai)</b></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>Overview</b></span></div><div><span style="font-size: 11px;">We're looking for an experienced Director of Investment Management to join a leading real estate organisation in Dubai.</span></div><div><span style="font-size: 11px;">This is a key leadership role where you'll drive investment strategies, oversee acquisitions, and manage a diverse asset portfolio to support the company's growth.</span></div><div><span style="font-size: 11px;">You'll work closely with senior leadership and cross-functional teams, providing financial expertise and strategic guidance to help shape the future of the business.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><b>What You'll Do</b></span></div><div><span style="font-size: 11px;">As the Director of Investment Management, you'll play a central role in managing the organisation's investment strategy across its real estate portfolio.</span></div><div><span style="font-size: 11px;">Your responsibilities will include:</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Developing Investment Strategies: Work with senior leaders to create and implement investment plans that align with the company's goals.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Managing Acquisitions: Lead due diligence processes for new acquisitions, ensuring risks are assessed and opportunities are maximised.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Overseeing Portfolio Performance: Monitor financial performance across assets, identify trends, benchmark against industry standards, and recommend improvements.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Conducting Financial Analysis: Prepare detailed feasibility studies for new developments and acquisitions, including market research, cost estimates, and income projections.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Valuation Management: Coordinate annual internal and external valuations of the property portfolio by analysing key assumptions with relevant stakeholders.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Providing Financial Guidance: Offer technical accounting advice to support decision-making across departments.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Leading Teams: Set clear objectives for your team, mentor staff, and ensure best practices are followed throughout all stages of the investment process.</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">What We're Looking For</span></div><div><span style="font-size: 11px;">To succeed in this role, you should have:</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Bachelor's degree in Finance or Business Administration (Master's preferred)</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Professional certification such as CFA (preferred)</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">8–10 years’ experience, including 4+ years in a managerial role within corporate finance or real estate</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Strong commercial real estate experience (ideally 8+ years) with expertise in asset management principles</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Proficiency in valuation methods like DCF, Income Capitalisation Approach, Sales Comparable Methodology, and Residual Land Valuation</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Solid knowledge of IFRS standards and relevant accounting rules</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Advanced MS Excel skills for financial modelling and scenario planning</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Experience managing complex due diligence processes involving multiple stakeholders</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Excellent organisational skills with attention to detail — able to juggle multiple projects under tight deadlines</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">Strong communication skills for presenting insights to executives and collaborating across teams</span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;"><br></span></div><div><span style="font-size: 11px;">If you're ready to take on this exciting leadership role and contribute to shaping the future of a major real estate portfolio in Dubai, we'd love to hear from you.</span></div><div><span style="font-size: 11px;">

Director- Investment Management

M&G plc

<div><div>We are M&amp;G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We are a fully owned subsidiary of the M&amp;G group of companies, operating as a Global Capability Centre providing a range of value adding services to the Group since 2003.</div><div></div><div>
Our purpose is to give everyone real confidence to put their money to work. With a heritage dating back more than 175 years, we have a long history of innovation in savings and investments, combining asset management and insurance expertise to offer a wide range of solutions.</div><div></div><div>
Our two distinct operating segments, Asset Management and Life, work together to provide access to balanced, long-term investment and savings solutions.</div><div></div><div>
M&amp;G Global Services has rapidly transformed itself into a powerhouse of capability that is playing an important role in M&amp;G&rsquo;s ambition to be the best loved and most successful savings and investments company in the world.</div><div></div><div>
Our diversified service offerings extending from Digital Services (Digital Engineering, AI, Advanced Analytics, RPA, and BI &amp; Insights), Business Transformation, Management Consulting &amp; Strategy, Finance, Actuarial, Quants, Research, Information Technology, Customer Service, Risk &amp; Compliance and Audit provide our people with exciting career growth opportunities. Through our behaviours of telling it like it is, owning it now, and moving it forward together with care and integrity; we are creating an exceptional place to work for exceptional talent.</div><div></div><div>
Job Title: Manager - Investment Data Services</div><div>
Function: Investment Operations</div><div>
Sub Function: Investment Data Services</div><div>
Location: Mumbai</div><div>
Shift: UK hours</div><div></div><div>
Job Purpose:</div><div>
Part of the Investment Data Provision team, ensuring accurate and timely setup and lifecycle management of investment data. This role is responsible for maintaining high standards of data quality, supporting operational and regulatory requirements, and delivering effective data servicing to internal stakeholders.</div><div></div><div>
Key Responsibilities</div><ul><li><div>
Set up and manage assets, funds, financial products, benchmarks, and reference (static) data.</div></li><li><div>
Oversee lifecycle events including coupons, Sec Master, LEI, sustainability attributes, and analytics.</div></li><li><div>
Ensure accuracy of asset-level terms and conditions and proactively affirm data quality standards.</div></li><li><div>
Conduct data reviews and enforce governance protocols.</div></li><li><div>
Monitor risk and control effectiveness to ensure compliance with regulatory requirements and internal controls.</div></li><li><div>
Manage and resolve complex data queries, service requests, and technical issues from clients and regulators.</div></li><li><div>
Provide support to dealing desks and collaborate with stakeholders across investments, client servicing, regulatory, and global teams.</div></li><li><div>
Conduct data analysis and report KPIs to support business decisions and drive service excellence.</div></li><li><div>
Lead and manage the Data Services team, fostering continuous improvement and innovation.</div></li><li><div>
Drive automation, standardization, and scalability of data operations.</div></li></ul><div></div><div>
Knowledge &amp; Skills</div><ul><li><div>
Strong understanding of investment data lifecycle, reference data management, and market conventions.</div></li><li><div>
Familiarity with financial instruments and platforms (e.g., Aladdin, Bloomberg, Reuters, Refinitiv, Fundipedia).</div></li><li><div>
Proficiency in data tools and technologies (e.g., SQL, Excel).</div></li><li><div>
Excellent analytical, problem-solving, and communication skills.</div></li><li><div>
Effective stakeholder management and team leadership capabilities.</div></li></ul><div></div><div>
Experience &amp; Qualifications</div><ul><li><div>
5&ndash;7 years of experience in investment operations or data services</div></li><li><div>
Proven experience in data setup and lifecycle management</div></li><li><div>
Bachelor&rsquo;s or Master&rsquo;s degree in Finance, Economics, or related fields</div></li><li><div>
Certifications in financial data management or operations preferred</div></li></ul><div></div><div>
We have a diverse workforce and an inclusive culture at M&amp;G Global Services, regardless of gender, ethnicity, age, sexual orientation, nationality, disability or long term condition, we are looking to attract, promote and retain exceptional people. We also welcome those who take part in military service and those returning from career breaks.</div></div>

Manager - Investment Data Services

Confidential Company

<p>  Job Title:   Investment Manager  </p><br/><p>Department:   Global Market Department - Dubai Branch  <br/> Location:  Dubai, United Arab Emirates  <br/> Reporting Line:  Reports directly to Head of Global Market Department  <br/></p><p> Job Purpose / Summary:  <br/> The Investment Manager is responsible for formulating and executing the branch&#x27;s annual  <br/> investment plan in line with business objectives and liquidity requirements. The role focuses on  <br/> constructing and managing fixed-income portfolios to enhance profitability and ensure liquidity  <br/> safety. The position also involves repo trading, counterparty development, and close coordination  <br/> with back-office teams to ensure smooth settlement and operational efficiency.  <br/> </p><p>Duties & Responsibilities:  <br/> 1. Formulate annual investment plans aligned with the branch&#x27;s business objectives and liquidity  <br/> needs, build and manage appropriate bond portfolios to improve profitability and strengthen  <br/> liquidity safety.  <br/> 2. Closely monitor international market developments, proactively identify investment  <br/> opportunities, and continuously optimize portfolio structure and performance.  <br/> 3. Conduct post-investment monitoring by tracking investment targets, issuers, and market  <br/> developments to ensure compliance with regulatory requirements and head office/branch limits.  <br/> 4. Coordinate closely with back-office and support teams to ensure timely and accurate settlement  <br/> of transactions in accordance with internal procedures.  <br/> 5. Execute repo transactions based on existing bond inventories or liquidity positions to enhance  <br/> asset and fund utilization efficiency.  <br/> 6. Develop and expand trading counterparties relationships, strengthen market access, and  <br/> improve execution capabilities in both onshore/offshore and primary/secondary markets.  <br/> 7. Undertake other assignments as directed by the Head of Department.  <br/></p><p> Competencies / Skills:  <br/>* Strong analytical and communication skills (both verbal and written).  <br/> *High standards of integrity and accountability, with prudence in execution.  <br/> *Demonstrated ability to learn quickly, adapt, and apply innovative thinking.  <br/> *Team player with the ability to collaborate across functions and regions.  <br/> **Detail-oriented, with strong organizational and time-management skills.  <br/></p><p> Qualifications & Experience:  <br/> Bachelor&#x27;s degree in Finance, Economics, Accounting, or related field (Masters degree)<br/> </p>

Investment Manager (Chinese Bank Branch in DIFC)

Montpellier Resourcing

<p><strong>Up to £35,000 plus excellent bonus and benefits</strong></p><p><strong>Hybrid working available</strong></p><p>Due to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. <strong>Candidates must have experience working within a similar role in financial services or investment management.</strong></p><p><strong>Duties of the Investment Administrator to include:</strong></p><ul><li><strong>Client Onboarding and Account Management:</strong> Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.</li><li><strong>Portfolio Transfers and Reporting:</strong> Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.</li><li><strong>Internal Transactions and Data Management:</strong> Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.</li><li><strong>Process Improvement and Team Collaboration:</strong> Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.</li><li><strong>Client Communication and Reception Support:</strong> Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).</li></ul><p><strong>Requirements for the successful Investment Administrator:</strong></p><ul><li>Prior assistant or administrative experience working within financial services, investment, or wealth management role.</li><li>Knowledge of relevant regulatory frameworks.</li><li>High attention to details, levels of accuracy and organisational skills</li></ul><p></p><p>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency</p>

Investment Administrator

Luxe Getaways Holiday Homes LLC

<p><strong>ABOUT THE ROLE:</strong></p><br/><p>We are seeking an experienced and results-driven Finance Manager (Real Estate & Investments) with 8-10 years of proven expertise in the UAE real estate sector. The role will oversee financial operations, including Accounts Payable, Accounts Receivable, Treasury, and Special Projects, while leading and mentoring a high-performing finance team. This position requires a strong background in real estate finance, regulatory compliance, ERP systems, and strategic financial planning to support the company’s growth and operational excellence.</p><br/><p><strong>DUTIES & RESPONSIBILITIES:</strong></p><br/><ul><li>Lead and manage finance operations, including end-to-end accounts payable and receivable functions across Real Estate & Investments and other projects.</li><li>Provide leadership and direction to a finance team, ensuring effective mentoring, performance management, and      professional development.</li><li>Oversee cash flow management, forecasting, and treasury operations, ensuring adequate liquidity and      financial stability.</li><li>Manage group consolidation, financial statements, and month/year-end closing in compliance with IFRS and UAE      regulations.</li><li>Drive special projects related to mergers, acquisitions, financial restructuring, system implementations,      and process improvements.</li><li>Ensure compliance with VAT, corporate tax, and all UAE FTA financial regulations, including timely and accurate      filings.</li><li>Collaborate with Business heads, project team, operations, and procurement teams to align financial planning with      business objectives and project budgets.</li><li>Present periodic management reports with actionable insights on financial performance, cost efficiency, and      business risks.</li><li>Implement strong internal controls, policies, and procedures to safeguard company assets and ensure      governance.</li></ul>

Finance Manager (Real Estate & Investments)

NamasteAi

<div>
 <p>
  <strong>
   Job Title:
  </strong>
  Wealth Manager
 </p>
 <p>
  <strong>
   Location:
  </strong>
  Dubai, United Arab Emirates
 </p>
 <p>
  <strong>
   Experience Level:
  </strong>
  3-4 Years (Open to Senior profiles as well with experience of 4 years &amp; above)
 </p>
 <p>
  <strong>
   Mandatory Requirement:
  </strong>
  Candidates Applying for this role are required to have an active clientele.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Job Overview:
  </strong>
 </p>
 <p>
  We are seeking a motivated and experienced Wealth Manager with 3-4 years of experience to join our team. The ideal candidate will provide clients with comprehensive financial advice and planning services, helping them achieve their financial goals and secure their financial futures. The Wealth Manager will work closely with clients to understand their financial needs and develop personalized strategies that cover investments, insurance, etc.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <p>
  <strong>
   Client Acquisition and Business Development:
  </strong>
 </p>
 <ul>
  <li>
   Actively prospect for new clients through networking, referrals, and personal outreach.
  </li>
  <li>
   Maintain and grow a client base by providing excellent service and developing trust-based relationships.
  </li>
  <li>
   Continuously seek opportunities to cross-sell additional financial products and services.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Client Relationship Management:
  </strong>
 </p>
 <ul>
  <li>
   Establish and maintain long-term relationships with clients by providing personalized financial advice.
  </li>
  <li>
   Conduct in-depth assessments of clients&rsquo; financial situations, including income, expenses, liabilities, and risk tolerance.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Financial Planning and Strategy:
  </strong>
 </p>
 <ul>
  <li>
   Offer guidance on investment strategies, including asset allocation, portfolio management, and risk mitigation.
  </li>
  <li>
   Regularly review and update financial plans to reflect changes in the client's life or market conditions.
  </li>
 </ul>
 <p>
  <strong>
   Investment and Product Knowledge:
  </strong>
 </p>
 <ul>
  <li>
   Educate clients on a range of financial products that we provide.
  </li>
  <li>
   Recommend appropriate investment products based on clients' goals.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Regulatory Compliance and Risk Management:
  </strong>
 </p>
 <ul>
  <li>
   Ensure all advice and product recommendations comply with industry regulations and company policies.
  </li>
  <li>
   Keep up to date with changes in financial laws and regulations to maintain compliance.
  </li>
  <li>
   Maintain accurate client records, including financial plans, recommendations, and ongoing communication.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications and Skills:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Finance, Business, or a related field.
  </li>
  <li>
   <strong>
    3-4 years of experience
   </strong>
   as a Wealth Manager or in financial planning, investment advisory, or wealth management.
  </li>
  <li>
   Professional certifications such as
   <strong>
    Certified Financial Planner (CFP)
   </strong>
   ,
   <strong>
    Chartered Financial Analyst (CFA)
   </strong>
   ,
   <strong>
    Chartered Financial Consultant (ChFC)
   </strong>
   are preferred.
  </li>
  <li>
   Strong knowledge of financial products &amp; investment strategies.
  </li>
  <li>
   Excellent interpersonal and communication skills, with the ability to explain complex financial concepts in a clear, concise manner.
  </li>
  <li>
   Proven ability to develop and implement personalized financial plans.
  </li>
  <li>
   Expertise in the investment and banking sector will be considered an advantage.
  </li>
 </ul>
 <p>
 </p>
</div>


Wealth Manager

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