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Job Description
Roles & Responsibilities
Principal Accountabilities
Investment solution responsibilities
- Investment specialist with business development and advisory relationship management responsibility with focus on Consumer client segments.
- Have a clear conceptual understanding of investments business, global capital markets and latest macro-economic trends and developments in the financial markets to provide high quality of advice.
- Achieve fee income, sales and AUMs targets along with the coverage teams in Consumer segment.
- Manage investment advisory relationship with investment clients on an ongoing basis and provide regular market and portfolio updates to increase engagement with clients.
- Ensure full investment governance for all investment transactions.
Product Specialist Responsibilities
- Conduct regular one to one investments discussion with RMs in Consumer segment to improve business opportunities from the existing base of clients.
- Overseeing the entire investment process, including strategy formulation, risk management and performance evaluation to maintain transparency, accountability, and regulatory compliance.
- Work with and assist the product team with launch and promotion of new investment products.
Desired Candidate Profile
Qualifications & Experience
- Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.
- Good conceptual understanding of capital markets and the investments business.
- 7 - 10 years experience in wealth management, investment sales, private banking or client advisory with a strong grounding in consumer banking.
- Excellent understanding of global macro-economics, financial markets and investment products.
Company Industry
Keywords
- Manager
- Investment Solutions
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Commercial Bank of Dubai
https://www.comeet.com/jobs/cbd/14.007/manager-investment-solutions/97.36F