Senior Investment Analyst - Dubai - GENESIS Executive Search

    GENESIS Executive Search
    GENESIS Executive Search Dubai

    11 hours ago

    د.إ210,000 - د.إ420,000 (AED) per year *
    Description

    Senior Investment Analyst

    A seasoned and strategic-minded Senior Product Analyst/Senior Investment Analyst is sought to drive bespoke investment solutions, financial planning expertise, and market intelligence for ultra-high-net-worth clients in partnership with Relationship Managers and the CEO.

    This role is central to developing tailored investment products, conducting in-depth portfolio analyses, and delivering high-impact advisory aligned with client objectives and market trends.

    Key Responsibilities:

    • Develop relationships with high-net-worth managing RM's, understanding their clients' financial goals, risk tolerance & investment objectives & designing products accordingly.


    • Provide personalized financial planning & wealth management advice tailored to each RM's client's individual needs & circumstances.


    • Conduct comprehensive financial analyses including portfolio reviews asset allocation strategies retirement planning offering recommendations on equities fixed income Structured Notes alternative investments private wealth opportunities collaborating internally externally integrating estate plans. 
      Stay current on key market indicators regulatory requirements serving trusted advisor company-clients providing proactive guidance reinforcing business objective alignment achieving scalable results emphasizing convenience accessibility flexibility security integrity deliver tailor-made excellence sustainable value balancing profitable living constructing diversified compounding creating incremental organic rewarding progression having superior foundational pillar-enriching awareness working exceptional manners being agility personified professionalism congruent attuned shareholder equitable empowered competitive cross-functionally efficient accomplishment driving adding eco-systems dialogues operating difference purposes independent enhance enhancing appreciable.)

    * This salary range is an estimation made by beBee
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