Job Title:  Investment Advisor

Job Code:  8989
Country:  AE
City:  Dubai
Skill Category:  International Wealth Management
Description: 

Investment Advisor

Responsibilities:

  • Responsible for bespoke multi-asset structured solutions for client’s investment and hedging needs
  • Meet clients with front office to better understand client needs and provide advisory services
  • Collaborate with front office coverage and Lead discussions directly with tagged clients – providing market updates, appropriate trade ideas and advisory services
  • Responsible for all order taking for tagged clients including transmitting orders for execution , booking of trades ensuring appropriate disclosures are made as per policy requirements
  • Drive the implementation of new cross asset products from conception to launch by collaborating with key stakeholders
  • Collaborate with regional coverage and product heads to enhance the overall product and platform capabilities for coverage team and clients
  • Identify opportunities to streamline processes and increase operational efficiency

 

 

 

Requirements:

  • Minimum 12 years' relevant experience in related roles
  • Strong understanding of financial products and services
  • Track-record of structuring, and presenting lending cases to internal stakeholders in relevant markets in Private Banking / Wealth Management space.
  • Awareness of legal and regulatory environment in key markets, as highlighted above, and how these affect structuring of lending transactions in difference markets.
  • Well versed in legal structures used in key markets for obligors.
  • Good interpersonal, communication and client interfacing skills. Ability to work in a multi-cultural environment with a diversified client base.