Senior Investment Advisor - Dubai, United Arab Emirates - Emirates Islamic

Description

Knowledge BaseBuilding

• Support RMs byproviding the necessary skills, knowledge and training to helpdrive Trade product sales
• Support any trainingrequirement in Trade services and back-office/operationsarea

JobPurpose

• Work closelywith a group of RMs to Manage and promote investment products(primary function)
• Manage alongside the RM,client profiling, sales process forinvestment
• Training of RMs on selling andportfolio management for investments and Takafulproducts
• Liaise with internal stake holders,product providers and various other parties to ensure smoothprocessing of sales and prompt reply to clientenquiries
• Provide support during initiativesaimed to cross-sell initiatives to increase investment within EIWB
• Drive initiatives to increase investmentrevenues and penetration in priority bankingcustomers
• Manage and meet customers and developinvestment proposals for large customers through profiling andmodel portfolios
• Training of RMs on complianceand risks
• Work closely with product team andvarious other stake holders to ensure smooth delivery of investmentproducts
• Provide feedback to enhance platformthrough launch of profiling tools and build up on investmentproduct list and plan
• Provide feedback and viewon products and market overview to advise on decision on selectionof investment products