- Act as an unbiased and holistic business enabler for client solutions; providing technical investment advice to Relationship Managersand clients based on regulatory context BO domicile an investment strategy;
- Create and develop tailormade investment proposals
- 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
- Update risk profile for client where required coordinated with RM.
- Bachelors degree in Finance Economics or Business Management;
- Minimum 510 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.
- Familyfriendly 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 worklife balance;
- Variety of cultural and sporting activities during your free time;
- Inclusion and equal treatment;
- Various employee benefits & family friendly benefits.
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Senior Investment Advisor - Dubai - Mirabaud & Cie SA
Description
- prepare bespoke investment proposals for acquiring new business as well as for existing clients;
- provide proactive investment advice to sophisticated clients in accordance with clients investment guidelines and the Banks policies;
- in client acquisition and retention;
- to identify profitable investment opportunities
- to optimise revenue generation;
Qualifications :
Additional Information :
Step into the action
Remote Work :
No
Employment Type :
Full-time
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