Ateca Consulting is a global recruitment and consulting firm specializing in connecting exceptional talent with top-tier organizations worldwide. The firm partners with leading financial institutions, private banks, and wealth management firms to deliver strategic hiring solutions across multiple markets.

Job Overview:
Ateca Consulting is hiring an Investment Advisor for a leading international financial institution in Dubai. The selected candidate will join the Wealth Management Division, providing bespoke, multi-asset investment solutions to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. The role demands deep market insight, strategic thinking, and a passion for delivering customized portfolio strategies with exceptional client service.

Key Responsibilities:

• Deliver tailored investment advice across multiple asset classes, including equities, fixed income, structured products, and alternatives.

• Develop customized portfolio strategies that align with client goals, risk tolerance, and market trends.

• Collaborate with Relationship Managers and product teams to ensure comprehensive client coverage.

• Handle client queries and portfolio reviews, ensuring high satisfaction and long-term relationship growth.

• Monitor and rebalance portfolios proactively, offering tactical investment recommendations.

• Participate in investment research and strategy discussions, contributing innovative ideas and market insights.

• Demonstrate strategic and creative thinking in addressing complex financial needs.

Requirements:

• Minimum 8 years of experience in investment advisory, wealth management, or portfolio management.

• Deep understanding of global financial markets and multi-asset investment strategies.

• Proven experience in managing HNW/UHNW client relationships.

• Prior experience with an international private bank or family office is essential.

• Strong communication, presentation, and interpersonal skills.

• Entrepreneurial mindset with strategic and out-of-the-box thinking.

Job Details:

• Job Type: Full-time

• Workplace Type: On-site

• Location: Dubai, United Arab Emirates