Senior Investment Advisor – Corporate Banking
Found in: Talent AE C2 - 1 week ago
Investment Products revenue growth and penetration increase
- Drive 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 portfolios
- Train all the RMs on investment and Takaful products
- On the job coaching of RMs for investments and Takaful products
- Ensure 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 required
- Work 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 plan
- Bachelor's degree in Finance
- Masters in Finance / MBA
- CFA certification
- CISI Certification / Other Certifications
- 10+ 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, SME
- Strong business judgment and problem solving and analytical abilities, particularly in financial analysis
- Detailed knowledge and understanding of various investment products and current market perspectives
- Detailed knowledge and understanding of investment sales and advisory process
- Understanding of portfolio management approaches in Investment management
- Ability to multi-task and work under pressure; flexibility with last-minutes challenges/changes
- Excellent skills to influence in direct reports to achieve desired outcomes
- Excellent communication and presentation skills interpersonal skills are essential for this role
- Ability to work comfortably with different cultures, backgrounds and skills.
- Must be bi-lingual; Highly proficient in written and spoken English and Arabic
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Found in: beBee S AE - 2 weeks ago
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Found in: beBee jobs AE - 1 week ago
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Found in: Talent AE A C2 - 1 week ago
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Found in: Whatjobs AE C2 - 1 week ago
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