Dubai, United Arab Emirates

We are seeking an experienced and client-focused Investment Advisor to join a Swiss private bank with a strong heritage and entrepreneurial culture. This is a hands-on role, working closely with clients and Relationship Managers, with a focus on cross-asset expertise, tailored portfolio solutions, and practical investment advice. Based in Dubai, the role offers exposure to an international client base and the opportunity to grow within a Swiss private banking platform known for its stability, trust, and innovation.

Key Responsibilities

• Provide unbiased and comprehensive investment advice to Relationship Managers and clients, aligned with regulatory requirements and client investment strategies.
• Design and develop tailor-made proposals within the client’s portfolio context, based on risk profile and objectives.
• Prepare bespoke investment solutions for both new and existing clients.
• Proactively advise sophisticated clients in accordance with guidelines and policies.
• Monitor and analyse client portfolios, including detailed performance reviews.
• Execute and document trades, manage cash positions, and prepare client reports.
• Support Relationship Managers with investment-related queries, acquisition initiatives, and revenue optimisation opportunities.
• Update client risk profiles as required in coordination with Relationship Managers.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics or Business Management.
• 5–10 years’ experience in Wealth Management Advisory.
• Solid understanding of asset allocation and portfolio construction strategies.
• Demonstrated expertise across equities, fixed income, structured products, FX, commodities, and private equity.
• Strong analytical, communication, and presentation skills in English; additional languages such as Arabic or French are a significant advantage.

Key Attributes

• Cross-asset investment expertise.
• Proven experience working with private banking clients.
• Service- and solution-oriented mindset.
• Strong team player with excellent communication and sales skills.
• Fluent in English; Arabic and/or French highly valued.