A DIFC based asset manager is seeking a seasoned and strategic-minded Senior Product Analyst / Senior Investment Analyst to join our Investment Research & Advisory team. This role is central to driving bespoke investment solutions, financial planning expertise, and market intelligence for ultra-high-net-worth clients in partnership with Relationship Managers and the CEO.
As a key member of the Wealth Product team, the Senior Product Analyst will be instrumental in developing tailored investment products, conducting in-depth portfolio analyses, and delivering high-impact advisory aligned with client objectives and market trends.
Key Responsibilities:
- Develop and maintain relationships with high-net-worth managing RM’s, understanding their clients’ financial goals, risk tolerance, and investment objectives and designing the products accordingly.
- Provide personalized financial planning and wealth management advice tailored to each RM’s client's individual needs and circumstances.
- Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning.
- Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities.
- Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning.
- Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance.
- Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals.
Qualifications:
- CFA (Charter holder) certifications is mandatory.
- Master’s degree in finance, economics, business administration, or related field.
- Minimum 5 years of experience in wealth management, investment advisory, or financial planning.
- Proven track record of success in building and managing Company client relationships, with a focus on high-net-worth individuals and families.
- Strong knowledge of financial markets, investment products, and wealth management strategies.
- Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity.