Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from High Street Resources
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.
Responsibilities
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.
Qualifications
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.
•
Source: High Street Resources careers