Senior Wealth & Investment Strategist; GCC)

The job holder is expected to partner closely with senior portfolio managers, relationship managers, trading desks, and operational teams to drive effective investment implementation, robust risk oversight, and excellence in client outcomes.

The role provides strategic market insights, investment due diligence, and deep multi-asset class expertise, while contributing to investment governance, decision making, and the development of the firm’s broader wealth and investment management strategy.

The successful candidate will demonstrate the following attributes and capabilities:

• A Confidence in working with complex datasets and leveraging technology and analytical tools, including Excel and PowerPoint, to generate insights and support decision-making. highly motivated and intellectually curious mindset, underpinned by strong analytical capabilities and a deep interest in financial markets, investment strategy, and global macroeconomic developments.
• Sound judgement, unquestionable integrity, and a strong commitment to the highest professional and ethical standards, with a clear appreciation of fiduciary responsibilities within the UK wealth and investment management industry.
• Exceptional attention to detail combined with a rigorous, evidence-led approach to analysis and decision-making. Demonstrates strong commercial acumen and a sophisticated understanding of risk, return, and portfolio outcomes.
• Strong interpersonal and communication skills, with the ability to influence, collaborate, and build effective working relationships across investment, distribution, and support functions and critically with clients.
• Confidence in working with complex datasets and leveraging technology and analytical tools, including Excel and PowerPoint, to generate insights and support decision-making.
• A proactive, self-directed approach with excellent organisational skills, capable of managing competing priorities, delivering high-quality outcomes, and operating effectively in a fast-paced environment.
• A commitment to continuous learning and professional development, with the ambition and potential to contribute meaningfully to the broader success of the investment team and organisation.

Responsibilities:

• Deliver tailored investment solutions for private clients, supporting portfolio construction, investment implementation, and ongoing portfolio management in line with client objectives, risk appetite, and financial goals.
• Conduct investment research and market analysis to identify opportunities, support investment decision-making, and contribute to portfolio performance.
• Monitor portfolio holdings, performance, and risk exposures, providing insights and recommendations to support effective investment outcomes.
• Ownership of the execution of investment decisions, working closely with trading, operations, and risk teams to ensure efficient and controlled implementation.
• Produce high-quality investment reporting, management information, and client communications, translating complex investment concepts into clear, concise, and actionable insights.
• Develop trusted relationships with clients and professional advisers, contributing to investment reviews, portfolio discussions, and the delivery of high-quality advisory and discretionary investment services.
• Drive business development, client retention, and asset growth initiatives through investment presentations, prospect opportunities, and intermediary engagement, contributing to the achievement of private banking business in the revenue and net new asset targets.
• Drive business development, client retention, and asset growth initiatives through investment presentations, prospect opportunities, and intermediary engagement, contributing to the achievement of private banking business in the revenue and net new asset targets.
• Build and maintain effective relationships with clients, colleagues, and key stakeholders, contributing to a collaborative and client-focused investment culture.
• Identify and deliver process improvements while maintaining awareness of market developments, regulatory changes, and commercial opportunities that support the wider strategic objectives of the business.

Experience Requirements:

• Minimum 8 years (10 years preferred) within wealth or asset management and experience serving GCC clients either individuals or B2B.
• Solid track record of working with HNW clients in GCC.

Essential Qualifications and skills:

• Masters degree, preferably in a numerate subject
• CFA Charter holder or other professional…