Investment Advisor - External Asset Manager

🏢 High Street Resources
📍 Dubai, United Arab EmiratesOn-site
📅 Posted: 7mo ago🔄 Updated: 7mo ago
CV%
✨ AI Summary
The Investment Advisor will manage and advise a portfolio of UHNW/HNW clients on multi-asset investment solutions, delivering discretionary and advisory mandates aligned with client risk profiles and objectives. The role involves building long-term client relationships, collaborating with internal CIO and risk teams, ensuring DFSA compliance, and supporting asset growth through referrals and selective new client acquisition. The ideal candidate will have 7-15+ years of experience in private banking or EAM platforms, a deep understanding of global markets, and strong communication and credibility in client-facing interactions.
Required Skills
Business, Sales & Management
Project ManagementClient Relationship ManagementRisk Management
Information Technology
Cloud SecurityData Governance
Finance, Legal & Governance
HR ComplianceFixed IncomePortfolio Management
Engineering, Construction & Trades
Safety Compliance
Soft Skills & Professional Competencies
Communication
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.
Description
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.
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00