Investment Advisor/Portfolio Manager – Based in Dubai - Ning - Toa Payoh
Investment Advisor/Portfolio Manager – Based in Dubai - Ning
Our client is a DIFC-headquartered external asset management firm.
In this role, you will provide tailored investment advice and portfolio management solutions to a diverse set of clients, including individuals, families, and institutions. You will play a key role in building and maintaining long-term client relationships while delivering strategies aligned with their financial goals and risk profiles.
Responsibilities- Serve as the primary point of contact for clients on investment strategy, portfolio construction, and asset allocation
- Develop customized investment plans based on client objectives, risk tolerance, and market conditions
- Conduct regular portfolio reviews and performance reporting
- Collaborate with research analysts and other internal teams to create product portfolio and to deliver high-quality investment solutions
- Stay informed about market trends, macroeconomic developments, and regulatory changes that may impact client portfolios
- Take charge of preparation of proposals, client presentations and investment policy statements
- Ensure compliance with all regulatory and firm-level standards and practices
- Assist in business development activities, including identifying new opportunities and supporting client retention efforts.
- Min. 12 years of experience in investment advisory, wealth management, or a similar financial services role
- Bachelor’s degree in Finance, Economics, Business, or related field (Master’s or MBA preferred)
- CFA, CFP, or equivalent designation strongly preferred
- Strong knowledge of financial markets, investment products, and portfolio construction principles
- Proficiency in financial planning and portfolio management software/tools
- Excellent communication and interpersonal skills, with the ability to build trust with clients
- This position will be based in Dubai
Location: Dubai
If you are interested, apply today.
If the above speaks to you, we d love to hear from you. Please send in your updated CV to [email protected] (Chew Chia Ning, Reg No: R1657483) if you feel there is a fit with your experience and interest. You may also forward this interesting opportunity to someone who would be a great fit for this role.
All information will be kept strictly confidential. We regret to inform that only successful applicants will be contacted.
Kindly indicate your current/last salary details and your notice period
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