Investment Officer / Global Wealth Management
Posted on :
12-07-2025
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1 Vacancy
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Job Description
An international investment advisory and multi-family office is looking for an Investment Officer / Global Wealth Management to join its growing team in Dubai. The firm works with ultra-high-net-worth individuals and family offices across Europe the Middle East and Asia offering tailored investment solutions and long-term wealth strategies. This role is ideal for someone analytical commercially sharp and eager to take on real responsibility in a high-trust entrepreneurial setup.
Key Responsibilities:
- Take ownership of client portfolios across public and private markets including equities fixed income alternatives private equity and real estate.
- Evaluate new investment opportunities conduct due diligence and help source direct deals and co-investments.
- Work closely with the CEO on shaping investment strategy asset allocation and market positioning.
- Prepare reports performance updates and market insights for both internal use and client communication.
- Monitor global macro trends to support tactical investment decisions.
- Liaise with asset managers fund platforms and other investment partners.
- Ensure strong governance and compliance standards across all investment activities.
- Collaborate with client advisors and operations to deliver top-tier service and execution.
Profile:
- 5 - 6 years of experience in investment management private wealth or a family office setup.
- Solid background in portfolio construction financial analysis and investment due diligence.
- Comfortable working across asset classes including alternatives like private equity credit and real assets.
- Proven track record in sourcing and assessing direct investment opportunities.
- Strong communicator with excellent presentation skills.
- CFA CAIA or other relevant certifications are a plus.
- Degree in Finance Economics or a related field.
- Already based in Dubai or open to relocating. Fluency in English is a must; other languages are a bonus.
Employment Type
Full Time
Key Skills
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