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Posted 6 months ago

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Investment Advisor - External Asset Manager

DubaiOn-siteFull-time

AI Summary

An Investment Advisor manages and advises UHNW/HNW clients, delivering discretionary and advisory investment solutions across global markets and collaborating with portfolio management and risk teams.

About this role

Investment Advisor - External Asset Manager

A leading External Asset Manager in DIFC is seeking an Investment Advisor to manage and advise a portfolio of UHNW/HNW clients, delivering tailored discretionary and advisory investment solutions across global markets.

  • Work with a Senior Partner to advise UHNW/HNW clients on multi-asset portfolios (equities, fixed income, alternatives, structured products).
  • Deliver discretionary and advisory mandates in line with client risk profiles and objectives.
  • Build and maintain long-term client relationships, acting as a trusted investment partner.
  • Work closely with internal CIO, portfolio management, and risk teams to implement investment strategies.
  • Ensure full compliance with DFSA regulations, internal governance, and suitability standards.
  • Support asset growth through referrals and selective new client acquisition.

Requirements

  • 7–15+ years’ experience as an Investment Advisor / Relationship Manager within private banking or EAM platforms.
  • Strong track record managing UHNW/HNW client portfolios.
  • Deep understanding of global financial markets and investment products.
  • Familiarity with DFSA regulatory framework preferred.
  • Strong communication, credibility, and client-facing skills.

Skills

AlternativesDFSA RegulationsDiscretionary MandatesEquitiesFixed IncomeInvestment AdvisoryMulti-asset PortfoliosPortfolio ManagementRisk ManagementStructured Products

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