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INVESTMENT ADVISOR

Client of Dawaam

Posted on August 8, 2018

10 - 11 years Dubai - United Arab Emirates

Bachelor of Arts(Economics). Any Nationality

Opening 01

Job Description

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The Company:
A leading global Private Bank and Asset Manager
The Role:
Work with Relationship Managers to advise clients on investment ideas and opportunities taking into consideration the client s risk profile, investment parameters and investment outlook from investment team.
Major Responsibilities:
• Maintain a comprehensive knowledge of current market events and drivers for all asset classes with a full understanding of current strategic and tactical positioning of the investment strategy.
• Identify new product opportunities/needs in the marketplace and work with the company product specialists to create tailor made solutions that address client needs.
• Drive product initiatives across all asset classes to develop products in line with risk profile of target clients and strategic positioning of the investment team.
• Conduct weekly investment meeting presentation to all staff to update on economic news, market events, product ideas, and other related matters. Conduct daily Morning Call with brief updates on these topics
• Organize periodic presentations to the team by 3rd party portfolio managers/product specialists to discuss specific fund performance, market outlook.
• Monitor portfolios and update on market developments, advise action where appropriate.
• Ensure adherence to global internal and external standards of client service, KYC, risk and compliance.
• Fully understand and implement the regulatory requirements of the local regulator (DFSA). Perform and document tasks in line with the directives of the regulatory body. Fully understand and implement the group and booking center directives, sales restrictions, and relevant regulations.
• Perform investment controlling functions large orders, trade documentation, suitability checks, and annual reviews. Review/ train staff periodically to ensure that staff are following the directives laid down for trade orders.
• Be knowledgeable and familiar with the application systems, the product platforms and the range of products and services that can be offered.
Qualifications & Desired Skills:
• A Masters Degree from a recognized University preferable in Finance related combined with an MBA or a CFA
• 5 10 years experience in a similar role within a global bank
• Integrity and ethical standards Abiding at all times by the company Code of Conduct, the firm s AML and Compliance manual and other directives and processes.
• Adherence to the Compliance and Anti-Money Laundering/ STR obligations. Ensure that activities are conducted within the regulatory license of the DFSA.
• Strong prior experience in investment advisory role. Preferred degree in Economics/Finance and/or CFA Charterholder.
• Strong interpersonal skills to work seamlessly and effectively with relationship managers as well as clients.
• Willingness to travel. Ability to work longer hours depending on nature and scope of work.


Finance / Treasury

Keywords

Kyc Anti Money Laundering Interpersonal Skills Investment Advisory Investment Advisor Client Servicing Relationship Compliance Economics Monitoring

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Client of Dawaam


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Website http://www.dawaam.net/job-post/investment-advisor/


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