Investment Advisor
Overview
A single family office based in Dubai with diversified interests is seeking an experienced Investment Advisor to support up to three Principals.
This is a senior, long term position for a professional with a strong background in wealth management and advisory, offering the opportunity to play a central role in the stewardship of a sophisticated private portfolio across local and international markets. The successful candidate will value discretion and stability, and be looking to grow within a principal-led environment.
The role reports directly to the Family Financial Advisor.
Expectations
Responsibilities of the Investment Advisor for a Single Family Office in Dubai, include:
- Manage a diversified portfolio of local and international investments across multiple asset classes
- Oversee portfolio performance on an ongoing basis, conducting detailed investment analysis and monitoring
- Conduct continuous market research on economic trends, emerging opportunities, products, and key risk factors to support timely and informed decision making
- Synthesise complex investment information and present clear, concise insights to senior stakeholders
- Translate technical investment matters into practical, decision oriented recommendations tailored to the Principals
- Produce high-quality investment reporting and financial analysis using relevant office and analytical tools
- Provide wealth management and advisory input to the Principals across their personal and family financial interests
- Coordinate effectively with external advisors, banks, and financial institutions on behalf of the Family Office
- Maintain productive, long-term relationships with key financial counter parties and service providers
Requirements
- A junior to mid-senior level professional with a minimum of 10 years of relevant experience
- Background in wealth management, private banking, or a family office environment is strongly preferred
- Strong knowledge of domestic and international financial markets, including market cycles, macro trends, and risk assessment
- Demonstrable analytical capability across multiple asset classes, including public markets, private investments, and real estate
- Proficiency in producing investment reporting and financial analysis using relevant tools and platforms
- Clear, confident, and measured communicator, both written and verbal, with the ability to engage credibly at Principal level
- Strong relationship management skills, with the ability to build and sustain productive, long term relationships with financial institutions and counterparties
- High degree of discretion, sound professional judgement, and personal integrity
- Polished, service oriented professional with strong personal ethics
- Proven track record with credible and verifiable references
- Committed to a stable, long-term engagement – this role is intended for a professional seeking to grow with the Family Office rather than using it as a transitional position
Location
Dubai, UAE.
Candidates already based in Dubai will be given preference, though exceptional international candidates will be considered.
Salary
Competitive remuneration package, commensurate with experience.
Job reference
EP16: Investment Advisor for a Single Family Office in Dubai.
