Investment Advisor | Dubai
Investment Advisor - Dubai Office Expansion Opportunity
A prestigious multi-family office headquartered in Geneva, managing CHF 3.6 billion in assets, is actively expanding its footprint in Dubai to meet growing demand from ultra-high-net-worth (UHNW) clients in the region. With five experienced bankers already established locally and a rapidly growing client base, the firm is now looking to hire a dedicated Investment Advisor to strengthen its investment capabilities and deliver tailored portfolio solutions.
This role offers a unique opportunity to join a dynamic and entrepreneurial team within a well-established MFO platform. The Investment Advisor will work closely with relationship managers and clients to design and implement bespoke investment strategies, covering asset allocation, portfolio construction, and long-term planning. The ideal candidate will bring strong market knowledge, a consultative approach, and the ability to translate complex financial needs into actionable investment solutions.
🔍 Role Highlights:
- Location: Dubai
- Team: 5 bankers already in place
- Client Base: Expanding UHNW clientele across the Middle East and Eastern Europe
- Headquarters: Geneva
- Total AUM: CHF 3.6 billion
- Role Focus: Investment advisory, portfolio strategy, client engagement
- Key Responsibilities:
- Collaborate with bankers to support investment discussions
- Develop tailored portfolio strategies for UHNW clients
- Monitor market trends and provide proactive investment insights
- Contribute to the growth and positioning of the Dubai office
✅ Ideal Candidate Profile:
- Proven experience in investment advisory or portfolio management
- Strong understanding of UHNW client needs and cross-border investment structures
- Familiarity with Middle Eastern and/or Eastern European markets is a plus
- Collaborative mindset with a client-first approach
- Fluent in English; additional languages (e.g., Russian, Arabic, French) are an asset
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