Investment Counsellor - Wealth Management

Michael Page
Dubai, United Arab Emirates
27 Jul 2022
26 Aug 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
The client is a multi-billion dollar wealth management with offices all over the world. They aim to provide their clients with a variety of investment solutions across vanilla and structured products, globally.


Reporting to the MD, the role will have the following responsibilities:
  • Knowledge in identifying innovative investment ideas / global themes across asset classes.
  • Tracking market trends across equity / commodity / credit markets worldwide and advising the team on sector/country allocation for all products in line with our in-house research/views.
  • Preparation of investment ideas (strategic and tactical) in a Client ready format as recommended by all members of the investment team. Articulate clearly defined trade plans and monitor due adherence to the prescribed levels and target prices.
  • Understanding of Clients' risk profile, investment needs and construct and execute investment solutions.
  • Regularly review, recommend, and rebalance client portfolios with Financial Advisors as per the review mechanism prescribed by the Company.
  • Closely track the performance of trade recommendations issued to Clients to ensure proactive management of the same.
  • Professionally engage with third party service providers and business partners (including Banks, Prime Brokers, Fund Managers, Family Offices, PE/VC Managers, Fund Administrators, Consultants, etc.) with a view to cultivating and maintaining the external networks that support the Company in enhancing its Client value proposition.
  • Support the Group CIO in administering ongoing and ad-hoc initiatives and projects that are adopted towards improving and enhancing the asset servicing framework.
  • Contribute to maintaining a high standards of presentation and communication of all business development collateral including general publications (for instance - market outlooks, trade recommendations, literature for products advised by the Company) as well as customized content (for instance - presentations to facilitate portfolio reviews with individual Clients, decks prepared to engage prospects of the Company)
  • Actively contribute to the brand building efforts of the Company through publications in business journals, participation in industry forums and seminars, participation in Television media, etc.
  • Ensure strict adherence and understanding of the License granted by the Dubai Financial Services Authority ("DFSA")


The ideal candidate will have the following:
  • A Bachelor's degree in Business/ Finance / Economics from a reputed Western university
  • Have a Master's degree or/and MBA and/or CFA/CA is a preferred
  • Experience of at least 5+ years in global wealth management in the advisory team, handling portfolios, proposals, and client requests on investments
  • Understanding of asset classes Equity, Debt, Alternates, Real Estate
  • Understanding of Products and instruments like stocks, bonds, MF, Insurance, Structured Products, Private Equity, Real Estate
  • Should have handled multi asset portfolios
  • Skills to use Bloomberg, Capitaline, Reuters
  • Proficiency in Excel, Word, PowerPoint

Job Offer

Excellent exposure and great benefits

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