Investment Advisor

5 hours ago

dubai, United Arab Emirates Emirates Islamic Bank Full time

Job Responsibility The incumbent will be responsible for:Work closely with a group of Relationship Managers to Manage and promote investment and Takaful product s (primary function) Manage alongside the Relationship Managers, client profiling, sales process for investment, and Takaful products Training of Relationship Managers on selling and portfolio management for investments and Takaful Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking1. Investment Products revenue growth and penetration increaseDrive initiatives to increase investment revenues and penetration in priority banking customers Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios2. Takaful Products revenue growth and penetration increaseDrive initiatives to increase Takaful revenues and penetration in priority banking customers Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios3. Training of RMs and on-job coachingTrain all the RMs on investment and Takaful products On the job coaching of RMs for investments and Takaful products4. Compliance and Prevention of Miss-sellingEnsure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling Training of RMs on compliance and risks Ensure monitoring when required5. Efficient team oversight and developmentOversee team activity, Drive revenue, ensure highest quality standards are maintained Allocate sub-targets and assist segment to achieve their budgets Ensure continuous professional (hard and soft skill) development of team members6. Product and platform developmentWork closely with product team and various other stake holders to ensure smooth delivery of investment products Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and platJob Skills & QualificationsBachelor’s degree in Finance CFA certification CIIS Certification / Other Certifications 5+ years of similar experience in other banks or wealth management institutions Experience as wealth manager for at least 3 years Experience in investment product management of at least 3 years Experience across a wide range of Banking areas, e.g. Retail, wealth management, SMEWhat we offer youCompetitive salary package Strong emphasis on work-life balance and wellbeing across the bank World-class Learning & Development platform and career development Generous annual leave entitlement and Private Healthcare Preferential banking facilities for employees#J-18808-Ljbffr

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