Head of Client Investment & Advisory
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Key skills for this role
About the Role
Lead investment advisory services, develop strategies for high-net-worth clients, ensure regulatory compliance, and manage a team of investment professionals.
Key Skills for This Role
Responsibilities
- Lead the investment advisory function and provide strategic direction for the department
- Develop and execute comprehensive investment and advisory strategies to meet client financial goals
- Oversee development and implementation of investment strategies, asset allocation models, and portfolio construction methodologies
- Coach and manage a team of investment and research advisors
- Cultivate and maintain strong relationships with key stakeholders, investment managers, and custodians
- Ensure compliance with DFSA regulatory requirements and ethical standards
- Manage and grow a portfolio of high net worth clients
Requirements
- Extensive experience in investment advisory and portfolio management
- Strong leadership and team management skills
- Knowledge of DFSA regulatory requirements
- Experience with high net worth clients
Full Job Posting
Job Purpose
- We are looking for a highly skilled and experienced individual to join the investment advisory firm as Head of Client Investment and Advisory.
- In this strategic leadership role, you will oversee and manage all aspects of the investment and advisory services provided to the firm's clients.
- The Head of Investment Advisory will be responsible for leading the firm's investment advisory function, driving the strategic direction of the department, and ensuring the delivery of high quality investment solutions to the firm's clients.
- This role requires strong leadership, extensive investment expertise, and the ability to inspire and manage a team of investment advisors.
- The successful candidate will be pivotal in driving growth and maintaining our position as a leading investment advisory firm.
Key Duties and Responsibilities
- Lead the investment advisory function and provide overall strategic direction for the department, ensuring alignment with the company's goals and objectives.
- Develop and execute a comprehensive investment and advisory strategy to meet the financial goals of the firm's clients.
- Oversee the development and implementation of investment strategies, asset allocation models, and portfolio construction methodologies to meet the unique needs and objectives of our clients.
- Collaborate closely with the SEO to formulate and execute the firm's business strategy, identifying growth opportunities and potential market risks.
- Coach and manage a team of investment & research advisors, setting clear performance objectives, providing guidance, and fostering a culture of continuous improvement and client centricity.
- Lead, motivate, and mentor a team of investment professionals, fostering a collaborative and high performance culture.
- Liaising with the SEO to review sales and revenue targets for the relationship managers and work diligently to meet the targets.
- Cultivate and maintain strong relationships with key stakeholders, investment managers, custodians, and other industry professionals to leverage networking opportunities and enhance the firm's reputation and service offering.
- Maintain a thorough understanding of the firm's investment products, fund structures, and wealth management services, and provide guidance to client relationship managers on suitable investment strategies.
- Ensure compliance with DFSA regulatory requirements, industry best practices, and ethical standards in investment advisory activities.
- Develop and implement innovative strategies to attract and onboard new clients, leveraging our firm's value proposition and competitive advantage.
- Assume direct responsibility for managing and growing a portfolio of high net worth clients, providing bespoke investment advice and solutions.
DFSA Principles
- Observe high standards of integrity and fair dealing.
- Act with due skill, care and diligence.
- Observe proper standards of conduct in financial markets.
- Deal with the DFSA in an open and cooperative manner and disclose appropriately any information of which the DFSA would reasonably be expected to be notified.
- Take reasonable care to ensure that the business of the Firm for which you are responsible is organized so that it can be managed and controlled effectively and complies with any legislation applicable in the DIFC.
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