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Senior Investment Advisor

Mirabaud Wealth ManagementDubai, Dubai, United Arab Emirates

24 منذ أيام

الوصف الوظيفي

Job Description

Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managers' and clients, based on regulatory context, BO domicile an investment strategy;
Create and develop tailor-made investment proposals
create proposal in a portfolio context based on client's risk profile;
prepare bespoke investment proposals for acquiring new business as well as for existing clients;
provide proactive investment advice to sophisticated clients in accordance with client's investment guidelines and the Bank's policies;
Ensure compliance with predefined portfolio parameters;
Monitor and analyse portfolios, carrying out detailed portfolio and performance reviews;
Execute and document trades, cash management and create client reports;
Support / assist Relationship Managers
in general investment questions and on investment-related activities;
in client acquisition and retention;
to identify profitable investment opportunities,
to optimise revenue generation;
Update risk profile for client where required, coordinated with RM.

Qualifications

Bachelor’s degree in Finance, Economics or Business Management;

Minimum 5-10 years of experience in a Wealth Management Advisory role;

Understanding of asset allocation and common portfolio and investment strategies. Shows experience in equities, fixed income, structured products, FX and commodities as well as Private Equities;

Impeccable communication and presentation skills, both verbal and in writing in English; any other language is an asset.

Additional Information

Step into the action!

Family-friendly and dynamic environment;

Direct impact on the business, no matter your position or seniority;

Work in an environment that encourages autonomy and entrepreneurship;

Flexible working arrangements to help you achieve a better work-life balance;

Variety of cultural and sporting activities during your free time;

Inclusion and equal treatment;

Various employee benefits & family friendly benefits.

إنشاء تنبيه وظيفي لهذا البحث

Investment Advisor • Dubai, Dubai, United Arab Emirates