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Senior Investment Advisor

Senior Investment Advisor

Mirabaud Wealth ManagementDubai, Dubai, United Arab Emirates
23 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

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  • 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