Corporate Title: Financial/Investment Advisors
Permanent / Temporary: Permanent contract
Start Date: As soon as possible
Senior Wealth Management & Investment Manager.
Marhaba commercial & industrial investment is one of the best wealth
management across the globe. We offer our clients a broad range of
traditional and alternative investment solutions, as well as
comprehensive advice on all aspects of Wealth Management. As a trusted
partner of wealthy individuals and entrepreneurs, family offices and
foundations, we create lasting value for clients. We specialize in
developing bespoke solutions for our clients from any part of the
world, for instance wealth planning across successive generations and
international borders, asset management with individual risk
management, loans and deposits. We aim to become a highly competitive
global wealth manager by combining financial strength and stability
with trustworthy partnership and forward-thinking in order to build
sustainable and beneficial client relationships. As a growth business
for Marhaba investment, we contribute towards building a more
balanced, less capital intensive and stable business model for our
The Investment Manager is a primary point of contact for clients to
access the entire suite of investment capabilities, insights and
solutions offered by. This is achieved by working in close partnership
with the Relationship Manager in the day-to-day planning and servicing
for the client.
The individual leverages the insight and expertise of the Company and
the global and regional investment committees to provide advice around
long-term thematic investment opportunities, short-term tactical
trades and asset allocation. The Investment Manager employs a wide
range of asset classes and capabilities, leveraging the knowledge from
dedicated product specialists, to address clients’ needs holistically,
including lending and financing, deposits, discretionary and advisory
portfolio management solutions, capital markets, private markets,
alternative investments and wealth planning. Investment Manager will
have accountability for total investment AUM, revenue, asset retention
and contribution towards business mix goals.
Your Key Responsibilities
Representing our client’s Financial Consultant Team.
Scheduling and attending client meetings to work closely to capture
evolving short terms and long term client needs which ensures client
confidence in the advisor team.
Pursuing new client relationships.
Lead and manage a business Development Manager / paraplanner Qualifications.
Minimum five years experience within wealth management/ financial
advisory- no record of client dissatisfaction or regulatory sanctions.
Proven track record in client relationship management and acquisition.
Self-motivated, dynamic personality with an ability to work independently
Act as the central point of contact for clients’ investment needs /
advice and be responsible for increasing share of wallet from existing
Assess clients’ overall risk appetite and keep client risk profiles
up-to-date and regularly reviewed
Own overall suitability and appropriateness of all investments for the
client; ensure that all corresponding checks are performed
Collaborate with the relationship manager on account behavior and flag
relevant updates, and on input for KYC
Collaborate closely with key internal partners, including
discretionary portfolio managers and entire range of product specialists to deliver the firm’s best capabilities, solutions and
Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments
Proactively seek to manage and control risks while maximizing financial returns in line with regulations.
Responsible for timely execution of investment trades and conduct
portfolio reviews with assigned clients and relevant internal partners, highlighting and filling any gaps where required
Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Marhaba investment.
Act within professional, legal and ethical boundaries and guidelines,
observing all internal and external compliance regulations and code of
ethics and conduct; flagging and managing reputational risks and
Your Skills and Qualifications
Proven experience in portfolio construction and asset allocation, with
knowledge and understanding of private clients and their needs
8 or more years of relevant investment experience of which min of 5
years in wealth management
Fluency in English essential, additional languages such as Arabic desirable
Experienced and comfortable in leading investment discussions in
one-on-one meetings and small groups
Evidence of past success at building a business by attracting assets,
principally as a result of the ability to quickly gain the confidence
of a client
Have a good understanding of the governing regulatory framework
including but not limited to applicable confidentiality / secrecy /
data protection regulations and cross border rules where relevant.
Self-starter and ability to work with teams across different locations
Willing and able to develop other staff, e.g., analysts
Marhaba Investment is an equal opportunity employer who seeks to
recruit and appoint the best available person for a job regardless of
marital / civil partnership status, sex (including pregnancy), age,
religion, belief, race, nationality and ethnic or national origin,
color, sexual orientation or disability.
We guarantee that your application will remain anonymous and be
We promote good working relationships and encourage high standards of
conduct and work performance. We welcome applications from talented
people from all cultures, countries, races, genders, disabilities,
beliefs and generations and are committed to providing a working
environment free from harassment, discrimination and retaliation.
What are we looking for: Someone with an entrepreneurial drive,
persistent and wants to make a meaningful difference in the lives of
Prior experience within sales, business development and relationship
management preferably within the financial services or insurance
industry will be a big plus. We are open to consider experience in
sales from other industries like banking, real estate, hospitality etc
based on your aptitude to transition into a Financial Advisory role.
Good financial acumen is very important for this role alongside networking and sales skills.
Education qualification wise, you will at least have a Bachelor’s Degree/MBA or equivalent from a recognised Institution/University in
business, management, finance, marketing or commerce.
Location and working hours: This career provides you with complete flexibility to work from any of our offices in business Avenue Tower
Port saeed Airport Road Dubai,
What do we provide: State of the art office infrastructure, continuous
and on-going training and development program, complete platform on
investment, full-fledged back office for client
servicing, industry experienced Managers to guide and mentor you
towards the achievement of results. Financial assistance to obtain
relevant certifications. Additional bonus/incentives on achievement of
target , it is part of our competitive rewards and recognition
Note : Suitable candidate will be contacted for an interview.
Job Types: Full-time, Contract, Permanent
Salary: From AED12,000.00 per month