Table of Contents
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Job Overview
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About Mercer Wealth and Marsh McLennan
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Available Jobs and Related Roles
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Senior Investment Consultant Dubai Job Description
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Key Job Responsibilities
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Why This Senior Investment Consultant Role Stands Out
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Requirements for the Role
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How to Apply
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FAQs – Senior Investment Consultant Dubai
Job Overview
The Senior Investment Consultant Dubai position with Mercer Wealth is a senior-level consulting role based in Dubai International Financial Centre, Precinct Building 2.
You will work closely with senior consultants and analysts to deliver ongoing investment advice and solutions to a diverse institutional client base, including:
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Pension funds
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Sovereign wealth funds
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Endowments and foundations
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Family offices
Role snapshot:
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Job Title: Senior Investment Consultant I
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Business: Mercer Wealth
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Location: Dubai International Financial Centre, Dubai, UAE (Riyadh option also available)
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Category: Consulting – Investments / Wealth
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Employment Type: Full-time, hybrid (minimum three days in office or on client site)
Your work will focus on designing and implementing strategic investment solutions for institutional clients in one of the fastest-growing financial markets globally.
About Mercer Wealth and Marsh McLennan
Mercer Wealth
Mercer Wealth is a leading global investment consulting practice offering advisory and fiduciary solutions to institutional investors. Its expertise spans:
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Strategic asset allocation
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Asset–liability modelling
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Manager research across public and private markets
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Governance frameworks
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Risk and operational consulting
Mercer is recognized globally for the scale and depth of its institutional investment research.
Mercer
Mercer employs more than 20,000 colleagues worldwide, specializing in:
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Health
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Wealth
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Workforce consulting
Its mission is to help clients achieve investment objectives, enhance retirement outcomes, and shape prosperous futures.
Marsh McLennan
Mercer is part of Marsh McLennan, a global professional services leader with:
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Operations in over 130 countries
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More than 90,000 employees
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Businesses including Marsh, Guy Carpenter, Mercer and Oliver Wyman
The company is known for its commitment to diversity, inclusion, flexibility, and hybrid working.
Available Jobs and Related Roles
Professionals considering the Senior Investment Consultant Dubai role may also explore similar opportunities such as:
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Investment Consultant
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Senior Investment Analyst
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Portfolio Strategy Consultant
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OCIO / Fiduciary Management Consultant
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Wealth Consultant – Institutional Clients
These roles illustrate clear pathways for progression within Mercer’s global investment ecosystem.
Senior Investment Consultant Dubai Job Description
This position is both analytical and client-facing, requiring the ability to translate complex investment concepts into actionable solutions for institutional clients.
Core Purpose of the Role
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Deliver strategic investment advice to institutional clients
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Design and review multi-asset strategic investment solutions
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Conduct manager research and selection
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Perform asset–liability modelling
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Create investment governance documentation
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Engage in portfolio structuring and oversight
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Collaborate with specialist teams globally
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Mentor junior consultants and analysts
This role is ideal for experienced consultants who excel in combining analytical depth with communication and client engagement.
Key Job Responsibilities
Advise Institutional Clients
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Deliver both day-to-day and strategic investment advice
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Support and lead client meetings, often with senior stakeholders
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Prepare investment reports, presentations, and actionable insights
Develop Strategic Investment Solutions
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Design custom strategic asset allocations
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Build and analyse asset–liability models
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Conduct scenario testing and long-term forecasting
Manager Research and Portfolio Structuring
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Perform detailed manager research across asset classes
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Evaluate manager performance, risk, and alignment with client objectives
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Recommend changes to enhance diversification and returns
Governance and Reporting
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Produce high-quality documentation, including:
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Investment Policy Statements
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Governance frameworks
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Quarterly performance reports
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Strategy papers
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Market and Portfolio Analysis
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Monitor market trends and assess their impact on portfolios
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Evaluate manager effectiveness and portfolio risks
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Recommend adjustments based on evolving economic environments
Collaboration and Team Leadership
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Work with global and regional specialists
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Provide guidance and mentorship to junior team members
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Support internal research and knowledge initiatives
Why This Senior Investment Consultant Role Stands Out
Meaningful Impact in a High-Growth Region
You will be advising major institutions—including sovereign wealth funds—during a period of rapid investment expansion in the Middle East.
Access to Global Research and Expertise
Mercer has one of the largest investment research platforms in the world, giving you access to cutting-edge insights, tools and thought leadership.
Extensive Career Growth Opportunities
Being part of Mercer and Marsh McLennan provides:
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Regional leadership opportunities
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Global mobility
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Pathways into specialist areas like alternatives, ESG, OCIO, or analytics
Hybrid Work with Strong Collaboration
A balanced model combines remote flexibility with rich in-person learning, mentoring, and client engagement.
Culture of Diversity and Inclusion
Marsh McLennan actively welcomes people from diverse backgrounds and fosters equal opportunities for career success.
Requirements for the Role
Education
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Bachelor’s degree in finance, economics, mathematics, or related quantitative fields
Experience
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5–10 years of investment-related experience, ideally with institutional clients
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Background in investment consulting, asset management, or large asset owners
Technical Skills
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Strong proficiency in Excel, PowerPoint and data analysis
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Experience in:
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Asset allocation
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Portfolio construction
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Manager research
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Performance and risk analysis
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Professional Skills
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Strong presentation abilities
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Excellent communication skills
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Ability to work collaboratively in a team
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Effective project management and time management
Stand-Out Qualifications
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CFA charterholder or candidate
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Actuarial qualifications
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MBA or similar postgraduate degree
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Experience mentoring junior colleagues
Work Environment
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Hybrid model with a minimum of three days per week in-office or client-facing
How to Apply
FAQs – Senior Investment Consultant Dubai
1. Is this role available in both Dubai and Riyadh?
Yes, the position can be based in either city depending on candidate preference and team needs.
2. What type of clients will I work with?
Institutional clients, including pension funds, sovereign wealth funds, endowments, foundations, and family offices.
3. Is a CFA required?
Not mandatory, but highly preferred. CFA, actuarial qualifications, or an MBA significantly strengthen your profile.
4. Is the role fully remote?
No. It operates on a hybrid model requiring at least three days per week in-office or with clients.
5. What is the ideal experience level?
Candidates typically have 5–10 years of investment experience, especially in institutional consulting or asset management.