Investment Advisor / Portfolio Manager

On behalf of our client, a prestigious International Wealth Management and MFO firm based in the DIFC specialising in private banking and wealth-management solutions, Swisslinx Middle East is seeking an Investment Advisor / Portfolio Manager to join its growing Dubai office.

This role requires a professional with deep knowledge of financial instruments, strong interpersonal skills, and a minimum of 10 years of experience, including 5 years in a similar role. The ideal candidate will be independent, reliable, and adaptable, with excellent command of MS Office and Bloomberg Terminal.

Join a leading executive search firm in the region and partner with a prestigious international wealth management firm. Apply now to become an integral part of their growing Dubai team.

Company Overview

Swisslinx Middle East is a leading executive search firm and recruitment consultancy in the region, providing premium executive search and headhunting services for top-tier financial institutions and fintech leaders across DIFC, ADGM, and the GCC. They focus on building long-term relationships based on transparency, trust, and discretion.

Quick Details

• Salary Range: Not Specified
• Job Type: Full-time
• Qualifications: University degree (or equivalent), preferably in Economics, Finance or a related field. Additional qualifications such as CFA, CIIA, CFPI or similar are an advantage.
• Experience: Minimum 10 years of professional experience, including at least 5 years in a similar portfolio manager/investment advisor role

Key Responsibilities

• Collaborate closely with RMs to understand client needs, objectives, and risk profiles.
• Design tailored investment strategies and conduct portfolio reviews.
• Monitor client portfolios and proactively suggest rebalancing or repositioning.
• Conduct and document suitability assessments for all investment recommendations.
• Communicate IC strategies to internal stakeholders and clients.

Requirements

• Deep knowledge of financial instruments, financial analysis, and portfolio construction.
• Strong understanding of the banking and wealth management industry.
• Excellent command of MS Office (Excel, PowerPoint, Word) and Bloomberg Terminal.
• Fluent English is required; French is a strong asset.
• Highly organized, precise, and detail-oriented.

Benefits

• Opportunity to work with a prestigious International Wealth Management and MFO firm.
• Be part of a growing Dubai office.
• Collaborate with RMs and contribute to investment strategies.
• Gain exposure to diverse financial instruments and market trends.
• Work in a dynamic and international environment.