Senior Investment Analyst (CFA)

DubaiOn-site5–10 yrsFull-time

Responsibilities

Develop bespoke investment solutions and provide personalized financial planning for ultra-high-net-worth clients. Collaborate with Relationship Managers to conduct portfolio reviews and recommend diverse investment products aligned with client goals.

Requirements

Mandatory CFA charterholder with a Master's degree in finance, economics, or a related field. Requires a minimum of 5 years of experience in wealth management or investment advisory with a proven track record of managing HNW relationships.

Key skills

Financial PlanningWealth ManagementPortfolio AnalysisAsset AllocationInvestment AdvisoryRisk Tolerance AssessmentFinancial AnalysisClient Relationship ManagementMarket IntelligenceEstate PlanningRegulatory ComplianceStrategic Insights

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