Investment Consultant Dubai

Job Description

Our Purpose and Mission

Job Description

Main Responsibilities

• Responsibilities include but will not be limited to: Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriateness of the client’s overall investment portfolio.
• Create tailor made investment proposals across different markets with appropriate products and services, adjusting portfolios to client’s risk appetite, needs and market conditions.
• Observe and analyse financial markets to monitor and develop client’s investment strategies.
• Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as Bank’s investment ideas and opportunities.
• Provide input and support for the development of new business initiatives and product enhancement.
• Promote discretionary mandates to increase penetration.
• Contribute to the increase of client share of wallet.
• Comply with all internal and external regulations and procedures.

Skills And Experience

• University degree in economics or finance, or comparable qualifications (CFA, AZEK etc).
• Minimum 10 years client-facing experience in investment advisory and sales; portfolio management, brokerage or institutional sales function useful.
• Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment.
• Passion for financial markets.
• Strong knowledge of financial instruments across all asset classes, ESG and Alternatives a plus.
• Able to establish close and trusted relationships with CROs and clients.
• Ability to build and maintain networks with internal stake holders, collaborate across teams.
• Excellent verbal and written communication skills in German and English, any additional language appreciated.
• Entrepreneurial mindset and ability to work under pressure.
• Results oriented with ability to proactively and independently solve problems.
• Sound judgement, keen sense of urgency and high level of professional and personal integrity.
• Very good communication and presentation skills.
• Good knowledge of MS Office and Bloomberg.

Our Values

• Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
• Hands-on: Being proactive to rapidly deliver high-quality results.
• Passionate: Being committed and striving for excellence.
• Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset.
• Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.