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Manager - Investment Solutions

National Bank of Fujairah

5 - 6 years Dubai - United Arab Emirates

Any Graduation. Any Nationality

, Posted on March 13, 2018 1 Opening

Job Description

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Investment specialist with business development and investment advisory responsibility. Working very closely across various segment s coverage RMs teams, branch and regional managers.
Maintain relationships with client in an expert capacity.
Key accountabilities
• Actively assist coverage RMs in planning, qualifying and providing investment advisory services in order to increase penetration of investment products across the Bank s client segments.
• Prepare customized investment proposals for clients based on need analysis, suitability, and risk reward profiles.
• Assist in structuring suitable investment solutions, including lending against investment products.
• Ongoing management of investment advisory relationships with clients on an ongoing basis and provide regular market and portfolio updates in order to increase client engagement with the Bank.
• Manage the inherent conflict in the role- between clients based and need based advice versus developing business and achieving the revenue targets.
• Conduct regular Investment / Product trainings always providing knowledge inputs to RMs across segments to improve sporting potential business.
• Ensure high level of service and client engagement anticipating potential client requirements.
• Ensure compliance with internal and external regulatory requirements, while always exercising high degree of fiduciary responsibility.
University degree as a minimum is a prerequisite. Financial planning and other related certifications a plus.
Professional Qualifications
• CISI certification
• International certification on wealth and investment management
• Global Securities
• Risk in Financial Services
• UAE Financial Rules and Regulations
Experience required
Minimum 5 years experience in senior investment RM, wealth management capacity or has performed a financial planning advisory role.
Good understanding of financial markets, master s asset allocation advisory.
Proven track record in meeting set financial goals, and ability to manage a multi-cultural client portfolio.
Proficient in operations matters related to investment management with proficiency in credit related issues.
Proven ability to manage client relationships in an advisory capacity
Experience of operating in the UAE or the region is a big advantage.
Key skills and competencies
Personal Attributes:
• Balanced personality, able to qualify clients, understand and translate their financial objectives into appropriate solutions.
• Commercial mindset, ability to plan and organize work and extract commercial value from relationships.
• Ability to analyze situations and build sustainable rapport with internal and external clients.
• Good Communication / Presentation skills, ability to advice and convince others.
• Languages English Arabic desirable.
• Effective decision making and problem solving
• Integrity, transparency, ability to fully assume fiduciary duty of care.
• Ability to work independently with little supervision
Technical competencies
• Product knowledge
• Business development & management
• Financial Portfolio Management
• Risk Management & Credit analysis
• Regulatory Governance, Compliance and Audit
• Relationship Management and service excellence
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Industry Type : Banking / Financial Services / Broking
Functional Area : Finance / Treasury


Wealth Management Financial Services Financial Planning Relationship Management Portfolio Management Risk Management Auditing Credit Analysis Investment Management

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National Bank of Fujairah

Incorporated in 1982, the National Bank of Fujairah (NBF) is one of the most reputed banks in the UAE. With an excellence in the fields of commercial and corporate banking, treasury and trade finance, NBF portfolio also includes a wide range of Shariah-compliant services and personal banking opti ons. With an unrivalled understanding of the local markets, NBF is recognized as the first bank in the UAE that includes an Employee Wellbeing Program. The bank provides equal career opportunities to its diverse workforce.

NBF continually focuses on adding more exceptional talent to its team of skilled professionals and promoting staff engagement. It offers its people with more rewarding career opportunities, training & development, and ensuring overall professional as well as personal growth. NBF includes a culturally diverse workforce that comprises of nearly 40% Emiratis and 60% employees from other nationalities.

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