Senior Investment Advisor – Corporate Banking

Found in: Talent AE C2 - 1 week ago


Dubai, United Arab Emirates Emirates Islamic Full time
Job Description

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

Training of RMs and on-job coaching

  • Train all the RMs on investment and Takaful products
  • On the job coaching of RMs for investments and Takaful products

Compliance and Prevention of Miss-selling

  • 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

Product and platform development

  • 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

Education

  • Bachelor's degree in Finance
  • Masters in Finance / MBA
  • CFA certification
  • CISI Certification / Other Certifications

Experiences

  • 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

Knowledge & Skills

  • 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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