Senior Investment Advisor

Mashreqbank PSC; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading bank in the UAE seeks a Senior Investment Specialist to perform Investment Advisory and manage Fixed Income portfolios. The role involves producing research inputs for investment solutions and closely monitoring client satisfaction. Candidates must have experience in investment advisory, macroeconomic research, and portfolio management. This is an excellent opportunity for professionals looking to advance their career in investment management.

Qualifications

• Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.
• Experience in investment advisory and financial markets analysis.
• Knowledge of risk profiling for choosing the right product for clients.

Responsibilities

• Perform Investment Advisory and manage the Fixed Income book of client portfolios.
• Produce sound research inputs to help analyze and implement investment solutions.
• Monitor and restructure portfolios for client satisfaction.

Skills

Investment advisory

Macroeconomic research

Financial markets knowledge

Portfolio management theory

Job description

Responsibilities

• Primary mandate is to perform Investment Advisory (IA)
• Manage and keep oversight of the substantial book of Fixed Income on clients portfolios across the various commercial segments of the bank;
• Support the Private Banking activity and act effectively to retain clients in case of departure of a RM;
• Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable products.
• Supervise and mange junior staff acting as a mentor for them on subjects related to the IA area.
• The Senior Investment Specialist must produce sound research inputs which must help the area to efficiently analyze, propose and implement investment solutions for clients across all commercial segments;
• Monitor, rebalance and restructure portfolios in order to generate higher levels of satisfaction from the clients;
• The Senior Investment Advisor must deliver customized solutions to Relationship Managers and/ or directly to the clients as requested.
• He/ She will work closely with the existing base of clients, his/ her performance should not be measured by the new accounts added but by the performance of the portfolios and the revenue generated to the bank (ROA) through the client segments allocated.

Qualifications

• Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.
• Experience in investment advisory, financial markets and economic analysis.
• Skilled and knowledgeable on developments in the banking and asset management industries.
• Thorough understanding of products and investment instruments.
• Thorough knowledge of strategic and tactical asset allocation fundamentals.
• Knowledge on risk profiling of clients with reference to choosing the right product for the right investor.
• Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory.