Director - Investment Advisor

Job Description - Director, Investment Advisor

The Investment Advisory function plays a central role within private banking by delivering investment advisory and portfolio management services to high-net-worth and strategic clients.

The Director, Investment Advisor is responsible for providing investment outlooks, global market analysis, asset allocation insights, and portfolio solutions. The role covers the full life cycle of client portfolios-from construction and implementation to risk analysis, monitoring, and ongoing management-while maintaining proactive engagement with business heads, team leaders, relationship managers, and clients.

• Enhance the investment advisory value proposition and drive business development across the UAE, GCC, MENA, and international markets.
• Contribute to achieving financial budgets, AUM growth, advisory mandates, client acquisition, revenues, and fee generation in line with business KPIs and targets.
• Ensure delivery of advisory-related business objectives as set by senior management.
• Provide tailored investment advisory services to private banking and strategic clients.
• Manage client relationships across investment strategies, portfolio construction, monitoring, rebalancing, and ongoing advisory services.
• Actively promote investment opportunities across asset classes and solutions in line with investment outlooks and strategy; source new ideas based on market developments and client feedback.
• Ensure compliance with internal policies, procedures, and external regulatory frameworks.
• Support projects aimed at enhancing advisory business infrastructure, workflows, and service quality.
• Participate in operational matters related to the advisory function.
• Facilitate and deliver investment advisory training when required.

• UAE National with Family Book.
• Bachelor's degree in Finance.
• Proven experience in financial analysis.
• Strong background in portfolio management, including implementation, execution, and risk analysis.
• Demonstrated experience managing Assets Under Management (AUM).

Experience & Skills

• Minimum of 10 years' experience in investment advisory, portfolio management, or related functions.
• Strong technical expertise in investment research, propositions, and recommendations.
• Deep knowledge of global markets, macro and microeconomic trends, portfolio construction, implementation, and management.
• Ability to operate independently under pressure and manage multiple priorities.
• Strong team player with proven ability to build relationships across stakeholders including private bankers, clients, peers, and leadership.
• Excellent communication, interpersonal, and detail-oriented skills.
• Fluency in English required; Arabic and other languages are an advantage.

Academic & Professional Qualifications

• Bachelor's degree in Business, Finance, or a related field