Investment Specialist, Private Banking Required n Dubai - Dubai

Investment Specialist, Private Banking Required n Dubai

Primary mandate is to perform Investment Advisory (IA);
Keep oversight of all underlying securities on clients’ portfolios across the Wealth segments of the bank;
Support the Wealth Management activity and act effectively to retain clients in case of departure of a RM;
Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable products.

Key Result Areas:

The Investment Advisor must produce research inputs which must help the area to efficiently analyze, propose and implement investment solutions for clients across all wealth segments;
Monitor, rebalance and restructure portfolios in order to generate higher levels of satisfaction from the clients;
The Investment Advisor must deliver customized solutions to Relationship Managers and/ or directly to the clients as requested;
He/ She will work closely with the existing base of clients, his/ her performance should be measured by the performance of the portfolios and the revenue generated to the bank (ROA) through the client segments allocated.
Investment penetration and NTI (new-to-investment)

Knowledge, Skills and Experience:

Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.
Experience in investment advisory, financial markets and economic analysis.
Skilled and knowledgeable on developments in the banking and asset management industries.
Thorough understanding of products and investment instruments.
Thorough knowledge of strategic and tactical asset allocation fundamentals.
Knowledge on risk profiling of clients with reference to choosing the right product for the right investor.
Knowledge of financial markets, products, financial instruments, correlations, portfolio mgmt theory.

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https://ae.linkedin.com/jobs/view/information-technology-business-analyst-at-brombeer-it-solutions-llc-2924508021?

Posted on : 2 years ago, #113790, 23 views

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