No more applications are being accepted for this job
- Support RMs by providing the necessary skills, knowledge and training to help drive Trade product sales
- Support any training requirement in Trade services and back-office/operations area
- Work closely with a group of RMs to Manage and promote investment products (primary function)
- Manage alongside the RM, client profiling, sales process for investment
- Training of RMs on selling and portfolio management for investments and Takaful products
- Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
- Provide support during initiatives aimed to cross-sell initiatives to increase investment within EI WB
- Drive initiatives to increase investment revenues and penetration in priority banking customers
- Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios
- Training of RMs on compliance and risks
- Work closely with product team and various other stake holders to ensure smooth delivery of investment products
- Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and plan
- Provide feedback and view on products and market overview to advise on decision on selection of investment products
Senior Investment Advisor - Dubai, United Arab Emirates - Emirates Islamic
Description
Knowledge Base Building
Job Purpose