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Head of Investment Advisory - dubai - Warner Scott Recruitment
Description
Lead the Asset Management's ''Investment Advisory and Outsourced CIO'' offering for ultra-high-net-worth (UHNW) clients, large corporates and pension funds, delivering institutional-grade portfolio design, oversight and governance using the firm's investment platform.
Key responsibilitiesClient advisory and portfolio strategy
Act as lead investment advisor and "virtual CIO" for UHNW families, family offices, large corporates and pension schemes.
Work with clients to define investment objectives, risk tolerance, constraints, liquidity needs and time horizons, and translate these into clear investment policies.
Design strategic and tactical asset allocations across public markets, alternatives, cash and bespoke solutions aligned to client objectives.Build and oversee multi-asset portfolios using the firm's funds, mandates and approved external managers where appropriate.
Provide ongoing portfolio monitoring, rebalancing recommendations and risk management input.
OCIO / delegated solutions
Structure and lead OCIO or delegated-mandate relationships for institutional and UHNW clients (discretionary and advisory-plus).
Take accountability for portfolio construction, manager selection (where in scope) and implementation within agreed governance frameworks.
Prepare and present regular reports to investment committees, boards, trustees and family councils, explaining performance, positioning and risk.
Lead de-risking, asset-liability and liquidity-management discussions for corporates and pension funds.
Product and platform leadership
Work closely with portfolio managers, research, alternatives, structuring and product teams to build and refine solutions suitable for UHNW and institutional mandates.
Identify gaps in the current product set and drive development of new strategies, model portfolios or bespoke mandates to support advisory/OCIO business growth.
Ensure portfolios are implemented efficiently, with attention to costs, execution quality and operational robustness.Business development and key relationships
Partner with relationship managers, institutional sales and private banking teams to originate and win new UHNW, corporate and pension fund mandates.
Attend and lead high-level client meetings, pitches and reviews as the senior investment representative.Build the firm's reputation as a trusted investment partner through thought leadership, client events and participation in industry forums.
Manage and mentor a small team of investment advisors/analysts as the business scales.
Governance, risk and compliance
Ensure all advice and portfolio recommendations comply with internal policies, regulatory requirements and suitability/appropriateness standards.
Maintain high standards of documentation:
investment proposals, IC packs, client meeting notes, portfolio guidelines and ongoing monitoring records.
Work with risk and compliance to embed best practice in portfolio risk management, product governance and client disclosures.
Required experience
15+ years' experience in investment advisory, portfolio management or OCIO / fiduciary management, ideally within an asset manager, private bank or institutional consultant.
Proven track record advising UHNW / family offices and institutional clients (corporates, pension funds) on multi-asset portfolios.Strong understanding of public markets, alternatives, portfolio construction, risk management and, for pension/corporate clients, basic asset-liability and liquidity considerations.
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