French Speaker - Investment Advisor / Portfolio Manager – International Wealth Management and MFO firm

On behalf of our client, a prestigious International Wealth Management and MFO firm based in the DIFC specialising in private banking and wealth-management solutions, Swisslinx Middle East is seeking an Investment Advisor / Portfolio Manager to join its growing Dubai office.PORTFOLIO MANAGER / INVESTMENT ADVISORProfileIndependent and autonomousReliable and trustworthyFlexible and adaptableStrong interpersonal skills and team-orientedEducation & ExperienceUniversity degree (or equivalent), preferably in Economics, Finance or a related fieldAdditional qualifications such as CFA, CIIA, CFPI or similar are an advantageMinimum 10 years of professional experience, including at least 5 years in a similar portfolio manager/investment advisor roleSkills & CompetenciesDeep knowledge of financial instruments, financial analysis, and portfolio constructionStrong understanding of the banking and wealth management industryExcellent command of MS Office (Excel, PowerPoint, Word) and Bloomberg TerminalSolid knowledge of macroeconomics trends and their impact on investment strategyLanguagesEnglish: fluent (required)French: a strong assetThird language: an advantageKey attributesStrong client service orientationHighly organized, precise, and detail-orientedResponsible and rigorousAutonomous, engaged, and proactiveFlexible and collaborative team playerTasks & ResponsibilitiesRelationship Manager (RM) SupportCollaborate closely with RMs to understand client needs, objectives, and risk profilesActively support the RM in client meetings and follow-ups, including preparation of investment proposal and presentationsDesign tailored investment strategies in line with client profiles and market views and conduct portfolio reviews (discretionary and advisory mandates)Monitor client portfolios and proactively suggest rebalancing or repositioning when neededExplain Swisslinx Middle East DMCC's investment philosophy and strategyConduct and document suitability assessments for all investment recommendations. Maintain thorough records of investment rationales, including minutes of advisory discussions where requiredLiaise with compliance when needed to address regulatory or procedural issuesOversee and coordinate trade execution in collaboration with internal/external platforms or custodiansStay abreast of market developments and proactively inform clients as appropriateInvestment Committee (IC)Actively participate in IC meetings and discussionsContribute investment ideas and insightsCollaborate in the preparation of IC documentationCommunicate IC strategies to internal stakeholders and clientsFund/Product Committee (Liquid & Private Assets)Propose new product ideaParticipate in fund/product analysisPresent and explain investment products to internal teams and clients