Senior Investment Advisor - Dubai

Job Description

Senior Investment Advisor - Private Banking

Dubai, United Arab Emirates

Based in Dubai, the role offers exposure to an international client base and the opportunity to grow within a Swiss private banking platform known for its stability, trust, and innovation.

• Provide unbiased and comprehensive investment advice to Relationship Managers and clients, aligned with regulatory requirements and client investment strategies.
• Design and develop tailor-made proposals within the clients portfolio context, based on risk profile and objectives.
• Prepare bespoke investment solutions for both new and existing clients.
• Proactively advise sophisticated clients in accordance with guidelines and policies.
• Monitor and analyse client portfolios, including detailed performance reviews.
• Execute and document trades, manage cash positions, and prepare client reports.
• Support Relationship Managers with investment-related queries, acquisition initiatives, and revenue optimisation opportunities.
• Update client risk profiles as required in coordination with Relationship Managers.

• Bachelors degree in Finance, Economics or Business Management.
• 510 years experience in Wealth Management Advisory.
• Solid understanding of asset allocation and portfolio construction strategies.
• Demonstrated expertise across equities, fixed income, structured products, FX, commodities, and private equity.
• Strong analytical, communication, and presentation skills in English; additional languages such as Arabic or French are a significant advantage.

• Cross-asset investment expertise.
• Proven experience working with private banking clients.
• Service- and solution-oriented mindset.
• Strong team player with excellent communication and sales skills.
• Fluent in English; Arabic and/or French highly valued.