Investment Advisor

Job Description

REQUIREMENTS

• Minimum 7 years of financial experience, with at least 5 years in investment-related roles
• 3+ years of experience in Private Banking preferred
• In-depth knowledge of investment products, services, fees, and legal provisions
• Strong understanding of equity, bond markets, and unit trusts
• Solid grasp of investment theory and tactical investment solutions
• Experience in securities dealing, forex trade procedures, and team management
• Proficiency in Arabic

RESPONSIBILITIES

• Drive investment growth and revenue by supporting Relationship Managers in increasing Assets under Management
• Provide specialist investment advice and complex solutions across multiple asset classes for ultra-high-net-worth clients
• Manage client investment accounts, including preparing CIP/IPS documents and monitoring investment profiles
• Conduct performance reviews and portfolio analysis, recommending investment switches or new ideas
• Strengthen client engagement by acting as a senior investment contact
• Oversee team performance, revenue targets, and quality standards

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