Sr. Product Manager / Investment Research Advisory Desk- Wealth Investment

at  Branford Capital Limited

LOCATION : DIFC, DUBAI

We are seeking a dynamic and experienced Sr. Product Manager/ Sr. Investment Manager to join our Research and development team. The Wealth Product Manager will be responsible for providing strategic financial advice and investment solutions to high-net-worth managing Relationships Managers, and institutions. This role requires a deep understanding of financial markets, investment strategies, and wealth management principles, as well as strong interpersonal skills and a commitment to organisation and client service excellence and portfolio’s Management.

QUALIFICATIONS:

· CFA (Charter holder) certifications is mandatory.
· Minimum 5 years of experience in wealth management, investment advisory, or financial planning or Multi - Family office.
· Proven track record of success in building and managing Company client relationships, with a focus on high-net-worth individuals and families.
· Strong knowledge of financial markets, investment products, and wealth management strategies.
· Excellent communication and interpersonal skills, with the ability to articulate complex financial concepts in a clear and concise manner.
· Ability to work independently and collaboratively in a fast-paced, dynamic environment.
· Commitment to delivering exceptional product advisory to the relationship Management team and maintaining the highest standards of professionalism and integrity.

· Develop and maintain relationships with high-net-worth managing RM’s, understanding their clients’ financial goals, risk tolerance, and investment objectives and designing the products accordingly.
· Provide personalized financial planning and wealth management advice tailored to each RM’s client’s individual needs and circumstances.
· Conduct comprehensive financial analyses, including portfolio reviews, asset allocation strategies, and retirement planning.
· Recommend appropriate investment solutions, including equities, fixed income, Structured Notes, alternative investments, and private wealth opportunities.
· Collaborate with internal teams and external partners to deliver integrated wealth management solutions, estate planning.
· Stay current on market trends, economic indicators, and DFSA regulatory changes to provide informed investment advice and guidance.
· Serve as a trusted advisor to company clients, offering strategic insights and proactive recommendations to help them achieve their financial goals.