Job Details
- Manage and keep oversight of the substantial Investment book in Emirati Segment of Certificate of Deposits, Fixed Income, Mutual Funds, Equities, and Structured Products.
- Engage with both prospective and existing clients on the investment offering of the bank.
- Conduct investment account reviews for clients, to ensure that the investment holdings are consistent with their investment objectives.
- Conduct daily/weekly investment discussions with several bank units to ensure that they are well-informed on markets, the investment strategy, and investment solutions.
- Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable ideas for our clients.
- Provide feedback based on customer interactions to further improve the Investment Offering to our clients.
- Collaborate with internal stakeholders for views, ideas, and projects.
- Be a role model for Relationship Managers and other stakeholders on investment governance and client centricity.
- Support Emirati Segment Investment business and proactively look to enhance our offering to the frontline and clients.
- Have an impact due to his/her contribution to the business and the bank
Experience and Qualification:
- Minimum 5-6 years’ experience in Investment advisory under Private Banking.
- Bachelor’s degree with CFA Qualification.
Apply
To apply for this job email your details to prerna@searchpoint.ae