Our client is the External Asset Management arm in Dubai of a leading Indian institution with a 30+ year history. The firm has a Cat 3C DIFC license and is in initial growth phase.
Your key responsibilities:
- Act as the central point of contact for clients’ investment needs / advice and be responsible for increasing share of wallet from existing clients.
- Partner up with the RM to serve clients across a defined portfolio.
- Serve as strategic advisor on client’s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities
- Assess clients’ overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.
- Responsible for execution of all investment trades and conduct portfolio reviews.
- Collaborate with the RM on account behaviour and flag relevant updates, and on input for KYC.
- Collaborate closely with key internal partners, including discretionary portfolio managers and others
- WM’s entire range of product specialists to deliver the firm’s best capabilities, solutions and investment thinking.
- Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments.
- Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing the firm's Wealth Management capabilities.
- Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.
Your skills and experience:
- 8 or more years of relevant investment experience of which min of 4 years in wealth management
- Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.
- Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets o pportunistic/idea-driven investing
- Fluent in delivering a capital market outlook from both an investment strategist’s view (i.e., top down) and a manager’s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment.
- Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups
- Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client.
- Fluent in discussing performance attribution.
- Have a good understanding of the governing regulatory framework including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.
- Ability to introduce existing client relationships a plus.
Additional Desired Experience / Attributes
- Superior investment acumen with a strong understanding of various asset classes
- Superior analytical skills as well as being detail-oriented on both strategy and execution.
- Excellent client-facing skills
- Excellent communication skills and collaboration skills
- Professional integrity
- Self-starter and ability to work with teams across different locations
- Willing and able to develop other staff, e.g., analysts
- CFA, MBA degree in Finance or other advanced degree a plus
