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Investment Advisor - External Asset Manager
High Street Resources
DubaiOn-site5mo ago
About the role
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.
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.
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