Investment Advisor

Job Description

As a member of the local Investment Advisory team, you will be responsible for advising clients and prospective clients on investment solutions, with the primary goal of collaborating with Private Banking Client Relationship Officers (CROs) to offer appropriate investment solutions—both discretionary and advisory—and to foster client relationships and profitability.

Main tasks

• Work directly with clients and partners, alongside Client Relationship Officers, to assess investment needs based on risk profiles, develop a comprehensive investment strategy, coordinate sales and execution in line with that strategy, and monitor the performance and appropriateness of the client’s entire investment portfolio.
• Create customized investment proposals across various markets using appropriate products and services, tailoring portfolios to the client's risk tolerance, needs, and market conditions.
• Monitor and analyze financial markets to oversee and develop clients' investment strategies.
• Be proactive and maintain regular contact with clients and client relationship officers to keep them informed about market conditions, portfolio performance, and EFG Bank’s investment ideas and opportunities.
• Provide input and support for the development of new business initiatives and product improvements.
• Promote discretionary mandates to increase market penetration.
• Help increase the share of total revenue accounted for by customers.
• Comply with all internal and external regulations and procedures.

Requirements

• A university degree in business or finance, or equivalent qualifications (CFA, AZEK, etc.).
• Client-focused experience in investment advisory and sales; portfolio management.
• Extensive knowledge of private banking (onshore and offshore) and the competitive and regulatory environment.
• A passion for financial markets.
• A strong understanding of financial instruments across all asset classes, as well as ESG and alternative investments, is a plus.
• Able to build close and trusting relationships with CROs and clients.
• Ability to build networks with internal stakeholders and collaborate across teams.
• Excellent oral and written communication skills in English and Arabic. French would be a plus.
• Entrepreneurial mindset and the ability to work under pressure.
• Results-oriented with the ability to solve problems proactively and independently.
• Sound judgment, a keen sense of urgency, and a high degree of professional and personal integrity.
• Excellent communication and presentation skills.
• Proficiency in Bloomberg.

Our values

• Responsibility: Taking on tasks and challenges and striving for continuous improvement.
• Hands-on: Proactive delivery of high-quality results.
• Passionate: Commitment and striving for excellence.
• Solution-oriented: Focus on customer results and fair treatment of customers with risk-aware thinking.
• Partnership-oriented: Promoting collaboration and teamwork. Working with an entrepreneurial mindset