Senior Investment Manager/Advisor
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Key skills for this role
About the Role
Senna is hiring a Senior Investment Advisor for a major regional bank in Dubai. The role involves providing investment advice to ultra-high-net-worth clients, managing portfolios, and overseeing team performance.
Key Skills for This Role
Responsibilities
- Drive investment growth and revenue by supporting Relationship Managers in increasing Assets under Management, generating investment related income, and identifying cross selling opportunities
- Provide specialist investment advice and deliver complex investment solutions across multiple asset classes for ultra high net worth clients
- Manage client investment accounts by preparing CIP and IPS documents, monitoring investment profiles, and ensuring trades are properly executed and recorded
- Conduct performance reviews and portfolio analysis, including assessment of asset allocation, suitability, and existing positions, and recommend investment switches or new ideas as appropriate
- Strengthen client engagement by acting as a senior investment contact and supporting more frequent, higher level client interactions
- Oversee team performance and development by driving revenue targets, maintaining quality standards, tracking budgets, and supporting the continuous development of team members
- Liaise directly with key clients and Relationship Managers to ensure alignment between client objectives and investment strategy
Requirements
- Minimum of seven years of financial experience, including at least five years in investment related roles
- Three or more years of Private Banking experience with a strong investment focus is preferred
- In depth knowledge of investment products, services, fee structures, legal provisions, and delivery processes
- Strong understanding of equity and bond markets, unit trusts, and personal investment services
- Solid grasp of investment theory with ability to provide both tactical and operational investment solutions
- Familiarity with securities dealing and foreign exchange trade procedures
- Demonstrated experience managing or developing a team
- Proficiency in Arabic is required
Full Job Posting
Overview
- This Senior Investment Advisor position is based in Dubai, UAE, and sits within the investment advisory function of a major regional bank operating across the MENAT region.
- The role reports to the Team Head of Investment Advisory and carries full responsibility for the delivery of investment advice to ultra high net worth clients.
- It combines a senior client facing mandate with internal team oversight, requiring close collaboration with Relationship Managers and direct engagement with key clients.
Key Responsibilities
- Drive investment growth and revenue by supporting Relationship Managers in increasing Assets under Management, generating investment related income, and identifying cross selling opportunities.
- Provide specialist investment advice and deliver complex investment solutions across multiple asset classes for ultra high net worth clients.
- Manage client investment accounts by preparing CIP and IPS documents, monitoring investment profiles, and ensuring trades are properly executed and recorded.
- Conduct performance reviews and portfolio analysis, including assessment of asset allocation, suitability, and existing positions, and recommend investment switches or new ideas as appropriate.
- Strengthen client engagement by acting as a senior investment contact and supporting more frequent, higher level client interactions.
- Oversee team performance and development by driving revenue targets, maintaining quality standards, tracking budgets, and supporting the continuous development of team members.
- Liaise directly with key clients and Relationship Managers to ensure alignment between client objectives and investment strategy.
Skills & Experience
- A minimum of seven years of financial experience, including at least five years in investment related roles.
- Three or more years of Private Banking experience with a strong investment focus is preferred.
- In depth knowledge of investment products, services, fee structures, legal provisions, and delivery processes.
- Strong understanding of equity and bond markets, unit trusts, and personal investment services, with the ability to apply this knowledge to business planning.
- Solid grasp of investment theory with the ability to provide both tactical and operational investment solutions.
- Familiarity with securities dealing and foreign exchange trade procedures.
- Demonstrated experience managing or developing a team.
- Proficiency in Arabic is required.
Why This Role Stands Out
- This is a senior advisory position within a well established regional banking institution that serves over nine million customers across thirteen countries.
- The role offers meaningful scope, combining direct responsibility for complex client portfolios at the ultra high net worth level with a team leadership dimension.
- For an experienced investment professional with a Private Banking background, it represents a substantive opportunity to operate at the intersection of client advisory and business development within one of the region's most active financial markets.
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