Senior Investment Manager

Mashreq; Dubai; On-site; AED 300,000 - 450,000; Full time

Job summary

A leading bank in Dubai seeks an Investment Manager to oversee the Emirati Segment's substantial investment book. The successful candidate will engage with clients, conduct portfolio reviews, and provide tailored investment solutions while collaborating with internal stakeholders. This role requires expertise in macroeconomic research and financial instruments, alongside a robust educational background in finance.

Qualifications

• Clear understanding of financial instruments and portfolio management.
• Ability to convert macroeconomic research into investments.
• Thorough knowledge of strategic asset allocation fundamentals.

Responsibilities

• Manage the investment book for Emirati Segment with oversight on various assets.
• Conduct investment account reviews ensuring alignment with client objectives.
• Provide customized investment solutions based on client risk profiles and needs.

Skills

Macro-economic research understanding

Financial markets knowledge

Investment advisory experience

Portfolio management theory

Education

Bachelor's degree from a reputed institution

CFA / FRM / CAIA Charter (preferred)

Job description

Job Purpose

• Manage and keep oversight of the substantial Investment book in Emirati Segment of Certificate of Deposits, Fixed Income, Mutual Funds, Equities, and Structured Products.
• Engage with both prospective and existing clients on the investment offering of the bank.
• Conduct investment account reviews for clients, to ensure that the investment holdings are consistent with their investment objectives.
• Conduct daily/weekly investment discussions with several bank units to ensure that they are well-informed on markets, the investment strategy, and investment solutions.
• Actively cooperate to create the area’s view in all matters related to investments and on how to turn them into marketable ideas for our clients.
• Provide feedback based on customer interactions to further improve the Investment Offering to our clients.
• Collaborate with internal stakeholders for views, ideas, and projects.
• Be a role model for Relationship Managers and other stakeholders on investment governance and client centricity.
• Support Emirati Segment Investment business and proactively look to enhance our offering to the frontline and clients.

Have an impact due to his/her contribution to the business and the bank

Key result Areas

• The candidate must deliver customized solutions to Relationship Managers and/ or directly to the clients as requested based on the client risk profile and requirements.
• The candidate should look to come up with strategies to enhance the coverage of adding new to investment clients to the investment base.
• Provide support in the unit to achieve the prescribed objectives for Revenue, AUMs and New to Investment Targets.
• Monitor, rebalance and restructure portfolios to generate higher levels of satisfaction from the clients.
• Ensure that clients’ requests and requirements are addressed with the utmost transparency, and handle clients’ objections with the utmost care.

Knowledge, Skills and Experience

• Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.
• Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory.
• Experience in investment advisory, financial markets, and economic analysis.
• 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.
• Preferred to have CFA / FRM/ CAIA Charter or pursuing the CFA/FRM/CAIA Program.
• Minimum bachelor’s degree from a reputed institution.