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.<\/span><\/span><\/span>
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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.<\/span><\/span><\/span>
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Key Responsibilities: <\/b><\/span><\/span><\/span>
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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. <\/span><\/span><\/span>
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Provide personalized financial planning and wealth management advice tailored to each RM’s client's individual needs and circumstances. <\/span><\/span><\/span>
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Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning. <\/span><\/span><\/span>
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Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities. <\/span><\/span><\/span>
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Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning. <\/span><\/span><\/span>
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Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance. <\/span><\/span><\/span>
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Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals. <\/span><\/span><\/span>
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Qualifications: <\/b><\/span><\/span><\/span>
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CFA (Charter holder) certifications is mandatory. <\/span><\/span><\/span>
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Master’s degree in finance, economics, business administration, or related field. <\/span><\/span><\/span>
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Minimum 5 years of experience in wealth management, investment advisory, or financial planning. <\/span><\/span><\/span>
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Proven track record of success in building and managing Company client relationships, with a focus on high -net -worth individuals and families. <\/span><\/span><\/span>
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Strong knowledge of financial markets, investment products, and wealth management strategies. <\/span><\/span><\/span>
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Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner. <\/span><\/span><\/span>
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Ability to work independently and collaboratively in a fast -paced, dynamic environment. <\/span><\/span><\/span>
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Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity.<\/span><\/span><\/span>
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Senior Investment Analyst (CFA)

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