Portfolio Manager (Precious Metals Investment)
Description
About the Company
Our client is an established international precious metals investment company with a strong presence across multiple global markets. They specialize in physical gold and silver bullion investments, wealth preservation solutions, secure storage, and precious metals trading. Their clients include individual investors, HNWIs, and institutional customers seeking long-term asset protection. Due to continued growth across the GCC, they are expanding their investment advisory team.
Job Brief
We are looking for an experienced Portfolio Manager to manage and grow an existing portfolio of investor clients while developing long-term relationships that increase Assets Under Management (AUM), repeat business, referrals, and client retention.
The ideal candidate has experience in investment sales, wealth management, private banking, or precious metals investment, and enjoys building trusted client relationships through consultative portfolio management.
Responsibilities
- Manage an assigned portfolio of active investor clients.
- Conduct structured portfolio reviews and recommend portfolio rebalancing strategies.
- Advise clients on investment-grade precious metals and portfolio diversification.
- Execute repeat investment transactions including additional investments, product swaps, buyback and reinvestment opportunities.
- Provide clients with regular market updates and investment insights.
- Increase Assets Under Management (AUM) through consultative selling.
- Build long-term client relationships that generate repeat business and referrals.
- Cross-sell storage solutions and additional investment services.
- Work closely with the telesales team to improve lead quality and client handovers.
- Represent the business during client meetings and investment events across the GCC.
Requirements
- 3–6 years' experience in:
- Wealth Management
- Private Banking
- Investment Advisory
- Precious Metals Investment
- Bullion Sales
- Investment Product Sales
- Demonstrated experience managing investor portfolios or client AUM.
- Strong understanding of:
- Gold markets
- Silver markets
- Macroeconomic trends
- Interest rates
- USD movements
- Geopolitical risk
- ETF flows
- Excellent relationship management skills.
- Excellent English communication skills.
- Arabic is advantageous.
- Hindi, Urdu, Russian or Farsi are considered an advantage.
- Professional certifications such as CFA, CISI or equivalent are desirable.
- Willingness to travel across the GCC.
Benefits
- Base Salary: As per Market Standards
- 5% Commission
- Medical Insurance
- Employment Visa
- Annual Air Ticket
- Performance Bonus
- Long-term career progression
As published by workable · 5 questions
Basics
First name, Last name, Email, Headline, Phone, Address, Photo, Education, Experience, Summary, Resume, Cover letter
Short answers (4)
- Please describe your experience managing investor portfolios or Assets Under Management (AUM). Include the value of portfolios managed, the type of investors you worked with, the products sold, and how you grew client relationships over time.
- Tell us about your experience in wealth management, private banking, investment advisory, or precious metals investment. Explain your sales approach, the type of clients you managed, and provide examples of achieving or exceeding revenue or AUM targets.
- Describe a situation where you retained a high-value client during a volatile market or convinced an existing client to increase their investment portfolio. What was your strategy, and what was the outcome?
- The offered base salary for this role is AED 10,000 per month plus 5% commission. Is this acceptable? If not, please state your expected monthly salary.
Pick from a list (1)
- Are you based in UAE?