Senior Investment Manager – Middle East Coverage - Job Ref: 26059

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 Charterholder or other professional qualification achieved equivalent level 7
• UK RDR level 4 qualification is required for candidates without CFA.
• Proficient in Arabic language essential, other regional languages complementary.

Core Competencies:

Maintaining competence is a role requirement and is evidenced in the annual appraisal. The core competencies required for this job holder are:

• Strategic and Analytical Thinking: Demonstrates advanced analytical capability, applying rigorous investment judgement to evaluate complex market, economic, and portfolio scenarios. Synthesises multiple sources of information to form strategic views, challenge assumptions, identify opportunities, and make well-reasoned investment decisions that support superior client outcomes.
• Enterprise Leadership and Organisational Commitment: Acts as a role model for the Bank's values, strategy, and culture, aligning individual and team objectives with broader organisational priorities. Demonstrates ownership and accountability for delivering sustainable business growth, protecting the firm's reputation, and contributing to long-term strategic.
• Client Focus and Trusted Adviser Mindset: Builds deep, enduring relationships with clients and professional intermediaries by providing high quality investment advice, insightful market perspectives, and tailored solutions. Anticipates client needs and consistently delivers service excellence, positioning themselves as a trusted adviser and advocate for client success.
• Commercial Acumen and Business Development: Demonstrates strong commercial awareness and accountability for supporting revenue generation, asset retention, and net new asset growth. Identifies opportunities to deepen client relationships, expand mandates, and contribute to business development initiatives while balancing risk and return considerations.
• Initiative and Leadership: Takes ownership of outcomes, proactively identifies opportunities for improvement, and drives solutions with minimal supervision. Demonstrates leadership through influence, sound decision-making, and a willingness to challenge constructively, fostering innovation and continuous improvement across the investment function.
• Integrity, Risk Management and Professional Standards: Demonstrates the highest standards of integrity, professionalism, and ethical behaviour. Exercises sound judgement in all investment and client matters, ensuring adherence to regulatory requirements, governance standards, fiduciary responsibilities, and effective risk management practices.
• Strategic Stakeholder Management and Influence: Builds effective relationships across the organisation and external networks, understanding the wider business environment and stakeholder priorities. Influences decision-making through credibility, expertise, and collaboration, ensuring positive outcomes for clients, colleagues, and the broader business.
• Collaboration, Leadership and Talent Development: Fosters a high-performance and collaborative culture by working effectively across investment, wealth planning, relationship management, and support functions. Shares knowledge, mentors colleagues, and contributes to the development of team capability while promoting collective accountability for results.