Senior Investment Manager

Client of Talentmate

Posted on 15 Sep

Experience

2 - 5 Years

Education

Bachelor of Commerce()

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

Job Description

- Manage and keep oversight of the substantial Investment book in Emirati Segment of Certificate of Deposits, Fixed Income, Mutual Funds, Equities, and Structured Products.
- Engage with both prospective and existing clients on the investment offering of the bank.
- Conduct investment account reviews for clients, to ensure that the investment holdings are consistent with their investment objectives.
- Conduct daily/weekly investment discussions with several bank units to ensure that they are well-informed on markets, the investment strategy, and investment solutions.
- Actively cooperate to create the area s view in all matters related to investments and on how to turn them into marketable ideas for our clients.
- Provide feedback based on customer interactions to further improve the Investment Offering to our clients.
- Collaborate with internal stakeholders for views, ideas, and projects.
- Be a role model for Relationship Managers and other stakeholders on investment governance and client centricity.
- Support Emirati Segment Investment business and proactively look to enhance our offering to the frontline and clients.
Have an impact due to his/her contribution to the business and the bank

Job Details
Role Level: Mid-Level Work Type: Full-Time Country: United Arab Emirates City: Dubai Company Website:

Department / Functional Area

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