340 Investment Management jobs in the United Arab Emirates

Course: Investment Management

Dubai, Dubai Europeanqualitytc

Posted today

Job Viewed

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Job Description

Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

Course Objectives

The seminar provides delegates with the tools required to find better answers to questions such as:

  • What are the major market indices and how are they linked?
  • What is meant by a dual listing?
  • How is a forward rate determined?
  • Can I profit from interest differentials?
  • What is the role of correlation in reducing risk?
  • How do I judge whether my performance in the market is good or bad?
  • What are futures and options?
  • How can futures and options be used to protect the value of my portfolio?
  • What is meant by spread trading?
  • What are the role of bonds in a portfolio.
  • The difference between fundamental and technical analysis.
Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

Course Outline :

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

  • IPO’s
  • Market Indices
  • International Equity Market Links
  • Dual Listings
  • GDR’s and ADR’s

An Introduction to Bond Markets

  • Treasury versus Corporate
  • Types of Bond

An Introduction to the FX Market

  • The spot and forward market
  • Exchange Rate trends and linkages
  • Carry Trades

An Introduction to Portfolio Theory

  • The link between risk and return.
  • The role of correlation
  • The Markowitz model of Portfolio Risk
  • The benefits of diversification
  • The Capital Asset Pricing Model
  • An Introduction to the Derivatives Market
  • Futures
  • Options

The Cost of Carry Model

  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Spread trading:

  • Intra-commodity spreads
  • Intra-commodity spreads
  • Option trading strategies.
  • Bond pricing
  • Bond Duration
  • Term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits/CD’s/Commercial Paper/Treasury Bills

Accounts Payable From Accounting to Management (Planning, Organizing and Achieving Best Practices)

Accounts Payable: Accounting and Management Best Practices

Budgeting, Forecasting and the Planning Process

Oil & Gas Accounting & Performance Measurement

At European Quality Training and Management Consultancy, we provide high-quality training and consultancy services to develop future leaders. With a team of skilled experts, we tailor programs to meet the needs of public and private sectors, grounded in quality, ethics, and social responsibility. Our client-focused approach ensures professionalism and sustainable outcomes.

European Quality Training and Management Consultancy FZE

Subscribe now to our mailing list and keep up to date with our offers and news.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Associate - Investment Management

AED60000 - AED120000 Y Undisclosed

Posted today

Job Viewed

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Job Description

A leading investment management firm with a 20+ year track record is looking to bring on an investment associate to join their team as they expand into the Middle East. The firm advises and invests on the behalf of global clients that include charities, endowments, foundations, SWFs, and others.

The associate will work directly with the senior members at the firm and have a fair amount of client interaction early on.

Candidates should have:

  • At least 1 years' experience in accounting, investment banking, management consulting, financial sales, trading, or a related role
  • A demonstrable interest in investment management
  • Good communication skills, both written and verbal with fluency in Arabic and English
  • A top-tier academic background
This advertiser has chosen not to accept applicants from your region.

Associate - Investment Management

Abu Dhabi, Abu Dhabi Aldar Group

Posted today

Job Viewed

Tap Again To Close

Job Description

About the Role

The Associate – Investment Management will collaborate closely with the Corporate Director to provide comprehensive support throughout the investment management process, financial and valuation models, acquisition and expansion project proposals, including analysing and conducting in-depth market research. The Associate – Investment Management further ensures accurate financial modelling and reporting to guide strategic investment decisions.

Key Responsibilities
  • Perform independent investment research and use quantitative and qualitative market analysis to execute and support investment management business function.
  • Assist with analysing current and past financial data and financial performance to identify trends.
  • Stay up to date with the latest industry trends, and build a robust database of hospitality operators and brand benchmarks. Leverage investment tools and market intelligence to support competitive and well-informed strategic decisions.
  • Prepare detailed and professional reports, reporting decks for senior management, presentation for investment proposals, and market assessment reports.
  • Develop and maintain documentation including detailed market-based investment matrix and insights into all external investment KPIs and data bank.
  • Provide proactive support in the preparation and delivery of investment proposals including acquisitions, JVs, expansion and valuation projects.
  • Foster strong collaboration across Group-level entities and internal functions to stay informed on current industry trends and evolving market practices.
  • Support the development of financial / valuation models, and actively contribute to budgeting, forecasting, and the analysis of financial performance.
  • Assist in developing 5-year business plans, strategic investment plans and business performance reports and provide periodic performance matrix reports.
  • Support the Investment Management Division as per business needs and as per request of business unit executive team.
Requirements
  • Minimum of 5 years of experience in the Hospitality sector (International Consultant Big 4 / Owner or Operator / brand side)
  • Ideally, a candidate with hotel operational / consultancy / research exposure (background with JLL / CBRE / KF Hospitality consulting team or Operator / Brand Feasibility teams)
  • Good analytical, qualitative, market research, reporting, operator / brand know-how, and quantitative skills
  • Experience in Hospitality and Real Estate financial modelling, valuations, analysis, reporting, market research, and stakeholder management
  • Bachelor's degree in finance, accounting, business, or a related field
  • The ideal candidate is a proactive self-starter, eager to transition to an in-house role and contribute meaningfully from day one
  • Excellent communication and presentation abilities
  • Immediate availability is a plus
Equal Opportunity Statement

Aldar is an equal opportunity employer. We celebrate all forms of diversity and remain committed to creating an inclusive and accessible environment for all applicants and employees. We will ensure that all candidates are provided reasonable accommodations to participate in the job application process, be considered for a range of critical job functions and receive other benefits and privileges of employment, ensuring equitable opportunities and accessibility for all. Please contact us to request accommodation. Your data will be treated confidentially.

Additional Information
  • Seniority level : Associate
  • Employment type : Full-time
  • Job function : Consulting, Finance, and Analyst
  • Industries : Financial Services, Real Estate, and Hospitality
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This advertiser has chosen not to accept applicants from your region.

Associate - Investment Management

Abu Dhabi, Abu Dhabi Aldar Hospitality

Posted today

Job Viewed

Tap Again To Close

Job Description

About Aldar Hospitality

Powered by human connections and the desire to reimagine guest experiences, every destination within our hospitality portfolio is transformed to reflect the human spirit: nurturing, ever evolving and wholesome. Our diverse portfolio of assets ranges from hotels and island resorts to golf clubs, marinas, and iconic beach clubs. Our footprint in the local and international hospitality landscape is growing and we are on a mission to turn ordinary moments into lifelong memories through offering unforgettable guest experiences. Aldar Hospitality is the subsidiary of Aldar Properties PJSC, the leading real estate developer and manager in the UAE. Come and join us on this journey.

About the Role

The Associate – Investment Management will collaborate closely with the Corporate Director to provide comprehensive support throughout the investment management process, financial and valuation models, acquisition and expansion project proposals, including analysing and conducting in-depth market research. The Associate – Investment Management further ensures accurate financial modelling and reporting to guide strategic investment decisions.

Key Responsibilities

  • Perform independent investment research and use quantitative and qualitative market analysis to execute and support investment management business function.
  • Assist with analysing current and past financial data and financial performance to identify trends.
  • Stay up to date with the latest industry trends, and build a robust database of hospitality operators and brand benchmarks. Leverage investment tools and market intelligence to support competitive and well-informed strategic decisions.
  • Prepare detailed and professional reports, reporting decks for senior management, presentation for investment proposals, and market assessment reports.
  • Develop and maintain documentation including detailed market-based investment matrix and insights into all external investment KPIs and data bank.
  • Provide proactive support in the preparation and delivery of investment proposals including acquisitions, JVs, expansion and valuation projects.
  • Foster strong collaboration across Group-level entities and internal functions to stay informed on current industry trends and evolving market practices.
  • Support the development of financial/valuation models, and actively contribute to budgeting, forecasting, and the analysis of financial performance.
  • Assist in developing 5-year business plans, strategic investment plans and business performance reports and provide periodic performance matrix reports.
  • Support the Investment Management Division as per business needs and as per request of business unit executive team.

Requirements

  • Minimum of 5 years of experience in the Hospitality sector (International Consultant Big 4/Owner or Operator/brand side)
  • Ideally, a candidate with hotel operational/consultancy/research exposure (background with JLL/CBRE/KF Hospitality consulting team or Operator/Brand Feasibility teams)
  • Good analytical, qualitative, market research, reporting, operator/brand know-how, and quantitative skills
  • Experience in Hospitality and Real Estate financial modelling, valuations, analysis, reporting, market research, and stakeholder management
  • Bachelor's degree in finance, accounting, business, or a related field
  • The ideal candidate is a proactive self-starter, eager to transition to an in-house role and contribute meaningfully from day one
  • Excellent communication and presentation abilities
  • Excellent time management skills
  • Immediate availability is a plus

Equal Opportunity Statement

Aldar is an equal opportunity employer. We celebrate all forms of diversity and remain committed to creating an inclusive and accessible environment for all applicants and employees. We will ensure that all candidates are provided reasonable accommodations to participate in the job application process, be considered for a range of critical job functions and receive other benefits and privileges of employment, ensuring equitable opportunities and accessibility for all. Please contact us to request accommodation. Your data will be treated confidentially.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Course: Investment Management

Dubai, Dubai Europeanqualitytc

Posted today

Job Viewed

Tap Again To Close

Job Description

Never before have financial issues been so often been the headline news. It is therefore crucial that today's business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

Course Objectives

The seminar provides delegates with the tools required to find better answers to questions such as:

  • What are the major market indices and how are they linked?
  • What is meant by a dual listing?
  • How is a forward rate determined?
  • Can I profit from interest differentials?
  • What is the role of correlation in reducing risk?
  • How do I judge whether my performance in the market is good or bad?
  • What are futures and options?
  • How can futures and options be used to protect the value of my portfolio?
  • What is meant by spread trading?
  • What are the role of bonds in a portfolio.
  • The difference between fundamental and technical analysis.
Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the "real world" and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a "tool-box" to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

Course Outline :

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

  • IPO's
  • Market Indices
  • International Equity Market Links
  • Dual Listings
  • GDR's and ADR's

An Introduction to Bond Markets

  • Treasury versus Corporate
  • Types of Bond

An Introduction to the FX Market

  • The spot and forward market
  • Exchange Rate trends and linkages
  • Carry Trades

An Introduction to Portfolio Theory

  • The link between risk and return.
  • The role of correlation
  • The Markowitz model of Portfolio Risk
  • The benefits of diversification
  • The Capital Asset Pricing Model
  • An Introduction to the Derivatives Market
  • Futures
  • Options

The Cost of Carry Model

  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Spread trading:

  • Intra-commodity spreads
  • Intra-commodity spreads
  • Option trading strategies.
  • Bond pricing
  • Bond Duration
  • Term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits/CD's/Commercial Paper/Treasury Bills

Accounts Payable From Accounting to Management (Planning, Organizing and Achieving Best Practices)

Accounts Payable: Accounting and Management Best Practices

Budgeting, Forecasting and the Planning Process

Oil & Gas Accounting & Performance Measurement

At European Quality Training and Management Consultancy, we provide high-quality training and consultancy services to develop future leaders. With a team of skilled experts, we tailor programs to meet the needs of public and private sectors, grounded in quality, ethics, and social responsibility. Our client-focused approach ensures professionalism and sustainable outcomes.

European Quality Training and Management Consultancy FZE

Subscribe now to our mailing list and keep up to date with our offers and news.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Course: Investment Management

Dubai, Dubai Europeanqualitytc

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Never before have financial issues been so often been the headline news. It is therefore crucial that today’s business professionals expand their financial knowledge to allow them to contribute to daily decisions and debates.

This course is designed specifically for non-financial personnel; this intensive seminar educates and informs delegates of the key financial markets/products/risks and hazards.

Course Objectives

The seminar provides delegates with the tools required to find better answers to questions such as:

  • What are the major market indices and how are they linked?
  • What is meant by a dual listing?
  • How is a forward rate determined?
  • Can I profit from interest differentials?
  • What is the role of correlation in reducing risk?
  • How do I judge whether my performance in the market is good or bad?
  • What are futures and options?
  • How can futures and options be used to protect the value of my portfolio?
  • What is meant by spread trading?
  • What are the role of bonds in a portfolio.
  • The difference between fundamental and technical analysis.
Training Methodology

Using a combination of lectures and individual exercises with practical applications, the delegates will gain both a theoretical and practical knowledge of the topics covered. The emphasis is on the “real world” and as a result delegates will return to the workplace with both the ability and the confidence to apply the techniques learned.

Organisational Impact

This seminar provides an integrated blending of concept and practical application. As well as developing subject knowledge delegates will return with enhanced quantitative and technical skills. Advanced Excel skills are increasingly a pre-requisite for financial analysis. Delegates will return to the organisation with great exposure to the power of Excel.

Personal Impact

Delegates will acquire detailed knowledge about the trading, pricing and risk management associated with a variety of financial products. The practical and real world approach will provide delegates with a “tool-box” to bring back to the organisation to assist in the analysis of financing, treasury and risk management decisions

Course Outline :

An Introduction to the Financial Markets

An Introduction to the Equity Markets:

  • IPO’s
  • Market Indices
  • International Equity Market Links
  • Dual Listings
  • GDR’s and ADR’s

An Introduction to Bond Markets

  • Treasury versus Corporate
  • Types of Bond

An Introduction to the FX Market

  • The spot and forward market
  • Exchange Rate trends and linkages
  • Carry Trades

An Introduction to Portfolio Theory

  • The link between risk and return.
  • The role of correlation
  • The Markowitz model of Portfolio Risk
  • The benefits of diversification
  • The Capital Asset Pricing Model
  • An Introduction to the Derivatives Market
  • Futures
  • Options

The Cost of Carry Model

  • Cash and carry arbitrage
  • Reverse cash and carry arbitrage

Using Options to provide portfolio insurance

Spread trading:

  • Intra-commodity spreads
  • Intra-commodity spreads
  • Option trading strategies.
  • Bond pricing
  • Bond Duration
  • Term structure of interest rates
  • The convexity of a bond
  • Bond ratings
  • Immunising a bond portfolio
  • Structured products
  • Money Market Deposits/CD’s/Commercial Paper/Treasury Bills

Accounts Payable From Accounting to Management (Planning, Organizing and Achieving Best Practices)

Accounts Payable: Accounting and Management Best Practices

Budgeting, Forecasting and the Planning Process

Oil & Gas Accounting & Performance Measurement

At European Quality Training and Management Consultancy, we provide high-quality training and consultancy services to develop future leaders. With a team of skilled experts, we tailor programs to meet the needs of public and private sectors, grounded in quality, ethics, and social responsibility. Our client-focused approach ensures professionalism and sustainable outcomes.

European Quality Training and Management Consultancy FZE

Subscribe now to our mailing list and keep up to date with our offers and news.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Associate - Investment Management

Abu Dhabi, Abu Dhabi Aldar Hospitality

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

About Aldar Hospitality

Powered by human connections and the desire to reimagine guest experiences, every destination within our hospitality portfolio is transformed to reflect the human spirit: nurturing, ever evolving and wholesome. Our diverse portfolio of assets ranges from hotels and island resorts to golf clubs, marinas, and iconic beach clubs. Our footprint in the local and international hospitality landscape is growing and we are on a mission to turn ordinary moments into lifelong memories through offering unforgettable guest experiences. Aldar Hospitality is the subsidiary of Aldar Properties PJSC, the leading real estate developer and manager in the UAE. Come and join us on this journey.

About the Role

The Associate – Investment Management will collaborate closely with the Corporate Director to provide comprehensive support throughout the investment management process, financial and valuation models, acquisition and expansion project proposals, including analysing and conducting in-depth market research. The Associate – Investment Management further ensures accurate financial modelling and reporting to guide strategic investment decisions.

Key Responsibilities

  • Perform independent investment research and use quantitative and qualitative market analysis to execute and support investment management business function.
  • Assist with analysing current and past financial data and financial performance to identify trends.
  • Stay up to date with the latest industry trends, and build a robust database of hospitality operators and brand benchmarks. Leverage investment tools and market intelligence to support competitive and well-informed strategic decisions.
  • Prepare detailed and professional reports, reporting decks for senior management, presentation for investment proposals, and market assessment reports.
  • Develop and maintain documentation including detailed market-based investment matrix and insights into all external investment KPIs and data bank.
  • Provide proactive support in the preparation and delivery of investment proposals including acquisitions, JVs, expansion and valuation projects.
  • Foster strong collaboration across Group-level entities and internal functions to stay informed on current industry trends and evolving market practices.
  • Support the development of financial/valuation models, and actively contribute to budgeting, forecasting, and the analysis of financial performance.
  • Assist in developing 5-year business plans, strategic investment plans and business performance reports and provide periodic performance matrix reports.
  • Support the Investment Management Division as per business needs and as per request of business unit executive team.

Requirements

  • Minimum of 5 years of experience in the Hospitality sector (International Consultant Big 4/Owner or Operator/brand side)
  • Ideally, a candidate with hotel operational/consultancy/research exposure (background with JLL/CBRE/KF Hospitality consulting team or Operator/Brand Feasibility teams)
  • Good analytical, qualitative, market research, reporting, operator/brand know-how, and quantitative skills
  • Experience in Hospitality and Real Estate financial modelling, valuations, analysis, reporting, market research, and stakeholder management
  • Bachelor's degree in finance, accounting, business, or a related field
  • The ideal candidate is a proactive self-starter, eager to transition to an in-house role and contribute meaningfully from day one
  • Excellent communication and presentation abilities
  • Excellent time management skills
  • Immediate availability is a plus

Equal Opportunity Statement

Aldar is an equal opportunity employer. We celebrate all forms of diversity and remain committed to creating an inclusive and accessible environment for all applicants and employees. We will ensure that all candidates are provided reasonable accommodations to participate in the job application process, be considered for a range of critical job functions and receive other benefits and privileges of employment, ensuring equitable opportunities and accessibility for all. Please contact us to request accommodation. Your data will be treated confidentially.

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.
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Associate - Investment Management

Abu Dhabi, Abu Dhabi Aldar Group

Posted 7 days ago

Job Viewed

Tap Again To Close

Job Description

About the Role

The Associate – Investment Management will collaborate closely with the Corporate Director to provide comprehensive support throughout the investment management process, financial and valuation models, acquisition and expansion project proposals, including analysing and conducting in-depth market research. The Associate – Investment Management further ensures accurate financial modelling and reporting to guide strategic investment decisions.

Key Responsibilities
  • Perform independent investment research and use quantitative and qualitative market analysis to execute and support investment management business function.
  • Assist with analysing current and past financial data and financial performance to identify trends.
  • Stay up to date with the latest industry trends, and build a robust database of hospitality operators and brand benchmarks. Leverage investment tools and market intelligence to support competitive and well-informed strategic decisions.
  • Prepare detailed and professional reports, reporting decks for senior management, presentation for investment proposals, and market assessment reports.
  • Develop and maintain documentation including detailed market-based investment matrix and insights into all external investment KPIs and data bank.
  • Provide proactive support in the preparation and delivery of investment proposals including acquisitions, JVs, expansion and valuation projects.
  • Foster strong collaboration across Group-level entities and internal functions to stay informed on current industry trends and evolving market practices.
  • Support the development of financial / valuation models, and actively contribute to budgeting, forecasting, and the analysis of financial performance.
  • Assist in developing 5-year business plans, strategic investment plans and business performance reports and provide periodic performance matrix reports.
  • Support the Investment Management Division as per business needs and as per request of business unit executive team.
Requirements
  • Minimum of 5 years of experience in the Hospitality sector (International Consultant Big 4 / Owner or Operator / brand side)
  • Ideally, a candidate with hotel operational / consultancy / research exposure (background with JLL / CBRE / KF Hospitality consulting team or Operator / Brand Feasibility teams)
  • Good analytical, qualitative, market research, reporting, operator / brand know-how, and quantitative skills
  • Experience in Hospitality and Real Estate financial modelling, valuations, analysis, reporting, market research, and stakeholder management
  • Bachelor's degree in finance, accounting, business, or a related field
  • The ideal candidate is a proactive self-starter, eager to transition to an in-house role and contribute meaningfully from day one
  • Excellent communication and presentation abilities
  • Immediate availability is a plus
Equal Opportunity Statement

Aldar is an equal opportunity employer. We celebrate all forms of diversity and remain committed to creating an inclusive and accessible environment for all applicants and employees. We will ensure that all candidates are provided reasonable accommodations to participate in the job application process, be considered for a range of critical job functions and receive other benefits and privileges of employment, ensuring equitable opportunities and accessibility for all. Please contact us to request accommodation. Your data will be treated confidentially.

Additional Information
  • Seniority level : Associate
  • Employment type : Full-time
  • Job function : Consulting, Finance, and Analyst
  • Industries : Financial Services, Real Estate, and Hospitality

#J-18808-Ljbffr
This advertiser has chosen not to accept applicants from your region.

Careers in Investment Management

Dubai, Dubai beBeeWealthManager

Posted today

Job Viewed

Tap Again To Close

Job Description

Job Title: Wealth Manager

We are seeking a seasoned professional to join our team as a wealth manager, responsible for advising clients on medium to long-term financial objectives. The successful candidate will have experience in providing advice in areas such as lump sum investment, retirement planning, life insurance, and estate & tax planning.

You will work closely with our Director of the European business, ensuring that clients receive top-notch service and expertise. Your responsibilities will include:

  • Providing expert advice to clients on their financial goals and objectives.
  • Developing and implementing customized financial plans tailored to each client's needs.
  • Collaborating with other professionals within our organization to ensure seamless delivery of services.
  • Staying up-to-date with industry trends and regulatory requirements to maintain the highest level of professionalism.

The ideal candidate will have a proven track record of success in an advisory/relationship management role, with a strong background in finance and a deep understanding of the industry.

We offer a competitive package including flexible hours, remote working options, in-house paraplanner support, marketing team support, and training in repatriation and offshore client solutions.

Key Responsibilities:

  • Proven success in an Advisory/Relationship Management role within a financial services organization.
  • Transferable AUM and active client base.
  • Level 4 RDR UK Diploma (or equivalent) minimum; ideally Chartered.
  • Proactive, entrepreneurial attitude with a track record of generating new business and maintaining client relationships holistically.
  • At least 1 year of experience as a Financial Planner.

Benefits:

  • Flexible hours and remote working options.
  • In-house paraplanner support.
  • Marketing team support for campaigns.
  • Training in Repatriation and offshore client solutions.

Why Choose Us:

  • Strong regulatory background across multiple jurisdictions.
  • Global presence.
  • Full training and external qualification funding (CII, CISI, LIBF).
  • Industry-leading investment options.
  • Lead generation support from business development and marketing teams.
  • Comprehensive paraplanning and admin support.
  • Flexible working arrangements.
  • Self-employed and employed adviser options available.

About Our Team:

We foster a strong sense of camaraderie, with advisers, BDMs, and administrative staff working closely together to achieve our goals. If you're looking for a challenging and rewarding career opportunity, please submit your application today.

This advertiser has chosen not to accept applicants from your region.

Investment Officer / Global Wealth Management

Dubai, Dubai PRO-Global Search GmbH

Posted 5 days ago

Job Viewed

Tap Again To Close

Job Description

An international investment advisory and multi-family office is looking for an Investment Officer / Global Wealth Management to join its growing team in Dubai. The firm works with ultra-high-net-worth individuals and family offices across Europe the Middle East and Asia offering tailored investment solutions and long-term wealth strategies. This role is ideal for someone analytical commercially sharp and eager to take on real responsibility in a high-trust entrepreneurial setup.

Key Responsibilities:

  • Take ownership of client portfolios across public and private markets including equities fixed income alternatives private equity and real estate.
  • Evaluate new investment opportunities conduct due diligence and help source direct deals and co-investments.
  • Work closely with the CEO on shaping investment strategy asset allocation and market positioning.
  • Prepare reports performance updates and market insights for both internal use and client communication.
  • Monitor global macro trends to support tactical investment decisions.
  • Liaise with asset managers fund platforms and other investment partners.
  • Ensure strong governance and compliance standards across all investment activities.
  • Collaborate with client advisors and operations to deliver top-tier service and execution.

Profile:

  • 5 - 6 years of experience in investment management private wealth or a family office setup.
  • Solid background in portfolio construction financial analysis and investment due diligence.
  • Comfortable working across asset classes including alternatives like private equity credit and real assets.
  • Proven track record in sourcing and assessing direct investment opportunities.
  • Strong communicator with excellent presentation skills.
  • CFA CAIA or other relevant certifications are a plus.
  • Degree in Finance Economics or a related field.
  • Already based in Dubai or open to relocating. Fluency in English is a must; other languages are a bonus.

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This advertiser has chosen not to accept applicants from your region.
 

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  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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