JOB DESCRIPTION / ROLE
Charterhouse is working with an internationally recognised, publicly listed wealth management firm who are expanding their UAE operation. The firm currently manages over USD 50 billion globally, and they are searching for Investment Advisors to join their DIFC office.
The Investment Advisor will join a team of senior private bankers and will be required to work closely with the team and their HNI clients. This role will be responsible for advising on different investment strategies based on the client’s risk appetite. The advisory team should collaborate closely with RMs to identify cross-selling opportunities and deepen client relationships, while also leading client meetings alongside RMs to deliver investment updates and recommendations. The Investment Advisor should stay updated on global market trends, asset allocation strategies, and portfolio construction techniques in order to deliver high quality, bespoke solutions.
Requirements:
The Investment Advisor should have a minimum of 5 years within the private banking or wealth management space where they have worked extensively with HNI and UHNI from different backgrounds. The ideal candidate will be an expert in international wealth solutions, combined with the ability to communicate trends to clients in a simplified manner. Holding a CFA would also be beneficial.ABOUT THE COMPANY
The Charterhouse brand and business was launched in Dubai and the Middle East in April 2004 by a team of international recruiters and management consultants, after its inception in Sydney, Australia in September 2003. Charterhouse Middle East is now positioned as the leading regional recruiter within its area of disciplines and functional markets.
Charterhouse offers professional and bespoke contingency and retained search services to all sectors of the market. Service quality is guaranteed, thanks to a particular focus on flexibility. Charterhouse was the first international search and selection business to establish Dubai as its base. The growth in the Middle East region has been mirrored by Charterhouse globally, with offices now in Qatar, Hong Kong, Singapore, Melbourne and Sydney.
