Company Description

Branford Capital Limited, established in 2020, is an independent financial advisory firm specializing in customized and unbiased investment and wealth management solutions. We offer a full range of financial products and services designed for professional clients through our strong partnerships with top financial institutions and Private Banks. We provide clients with global multi-bank custody and investment solutions, ensuring unparalleled flexibility and security. As a Category 4C Licensed External Asset Advisory Firm, Branford Capital Limited is registered with the Dubai International Financial Centre (DIFC) and regulated by the Dubai Financial Services Authority (DFSA).

Role Description

We are seeking a dynamic and experienced Product Manager (Senior Product Analyst) to join our Research and development team. This role will be responsible for providing strategic financial advice and investment solutions to Ultra High-Net-Worth individuals and working closely with 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, negotiation skills and a commitment to organisation and client service excellence and portfolio’s Management.

Key Responsibilities:

· 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.

Qualifications:

· CFA (Charter holder) certifications is mandatory.

· Master’s degree in finance, economics, business administration, or related field.

· Minimum 5 years of experience in wealth management, investment advisory, or financial planning.

· 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.

Benefits:

· Attractive salary and performance-based incentives/Bonus

· Visa & Medical Insurance

· Collaborative and supportive team environment

If you are a seasoned and senior investment analyst with a passion for helping the team and clients achieve their financial goals, we invite you to apply for this exciting opportunity. To apply, please submit your resume and cover letter to [email protected]. We look forward to hearing from you!