Senior Investment Advisor – Corporate Banking - Dubai, United Arab Emirates - Emirates Islamic

    Emirates Islamic
    Emirates Islamic Dubai, United Arab Emirates

    2 weeks ago

    Default job background
    Full time
    Description
    Job Description

    Investment Products revenue growth and penetration increase
    • 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 and on-job coaching
    • Train all the RMs on investment and Takaful products
    • On the job coaching of RMs for investments and Takaful products

    Compliance and Prevention of Miss-selling
    • Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling
    • Training of RMs on compliance and risks
    • Ensure monitoring when required

    Product and platform development
    • 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

    Education

    • Bachelor's degree in Finance
    • Masters in Finance / MBA
    • CFA certification
    • CISI Certification / Other Certifications

    Experiences

    • 10+ years of similar experience in other banks or wealth management institutions
    • Experience as wealth manager for at least 3 years
    • Experience in investment product management of at least 3 years
    • Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME

    Knowledge & Skills

    • Strong business judgment and problem solving and analytical abilities, particularly in financial analysis
    • Detailed knowledge and understanding of various investment products and current market perspectives
    • Detailed knowledge and understanding of investment sales and advisory process
    • Understanding of portfolio management approaches in Investment management
    • Ability to multi-task and work under pressure; flexibility with last-minutes challenges/changes
    • Excellent skills to influence in direct reports to achieve desired outcomes
    • Excellent communication and presentation skills interpersonal skills are essential for this role
    • Ability to work comfortably with different cultures, backgrounds and skills.
    • Must be bi-lingual; Highly proficient in written and spoken English and Arabic