Manager - Investment Counsellor | Dubai, UAE

Help customers make informed decisions about their investments, develop investment sales strategies, manage customer portfolios, and provide product and market information to clients to make investment decisions.

Key Responsibilities:

• Perform the tasks of financial products promotion, collection of required information and data, and evaluation of the clients' capability and tendency to afford risks (Risk Profile) along with the detailed works related thereto.
• Select potential investments for certain customers based on factors such as risk level and potential returns.
• Write reports detailing investment results, identifying potential problems with specific investments, or discussing the pros and cons of different strategies with clients.
• Manage RMs portfolios by reviewing them, updating portfolios as needed, and supporting the RMs in making trades when instructed by clients.
• Provide clients with suitable investment products.
• Meet with clients to discuss financial goals, current holdings, and investment strategies.
• Monitor the performance of each client's investments to ensure that they are performing as expected.
• Analyze prospective investments and determine their risks and rewards.
• Educate clients about various types of investments, including stocks, sukuk, mutual funds, real estate, and alternative assets such as precious metals and other sophisticated investments.
• Independently review clients' financial needs and exhibit different investment strategies to clients.
• Identify potential product opportunities to take advantage of market opportunities and/or enhance the current product range.

A university certificate along with experience for not less than (3) years, or a diploma certificate or less along with experience for not less than (7) years, in financial analysis or in the field of financial markets, investment, wealth management, or financial planning.
Alternative qualifications are any of the below qualifications:
CFA, AFA, CIP, CIIA, CQF, FRM, ICA.

Mandatory Certifications:
• CISI - UAE Financial Rules and Regulations Certification
• CISI International Certificate in Wealth and Investment Management (Level 3)