Senior Product Analyst / Senior Investment Analyst

Location: Dubai International Financial Centre (DIFC), UAE
Department: Investment Research & Advisory Desk
Designation: Product Analyst / Senior Product Analyst

Summary

We are seeking a seasoned and strategic-minded Senior Product Analyst / Investment Analyst to join our Investment Research & Advisory team. This role is central to driving bespoke investment solutions, financial planning expertise, and market intelligence for ultra-high-net-worth clients in partnership with Relationship Managers and the CEO.

As a key member of the Wealth Product team, the analyst will be instrumental in developing tailored investment products, conducting in-depth portfolio analyses, and delivering high-impact advisory aligned with client objectives and market trends.

Key Responsibilities:

• Develop and maintain relationships with high-net-worth managing RM’s, understanding their clients’ financial goals, risk tolerance, and investment objectives and designing the products accordingly.

• Provide personalized financial planning and wealth management advice tailored to each RM’s client's individual needs and circumstances.

• Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning.

• Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities.

• Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning.

• Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance.

• Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals.

Qualifications:

• CFA (Charter holder) certifications is mandatory.

• Master’s degree in finance, economics, business administration, or related field.

• Minimum 5 years of experience in wealth management, investment advisory, or financial planning.

• Proven track record of success in building and managing Company client relationships, with a focus on high-net-worth individuals and families.

• Strong knowledge of financial markets, investment products, and wealth management strategies.

• Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner.

• Ability to work independently and collaboratively in a fast-paced, dynamic environment.

• Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity.

Job Type: Full-time

Pay: AED10,000.00 - AED13,000.00 per month

Application Question(s):

• Have you completed CFA Level 2 or CFA Level 3?
• Do you have at least 4-8 years of experience as an Investment Analyst / Equity Research Analyst?