Senior Investment Manager

Al Ghurair Investment LLC; United Arab Emirates; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic investment advisor to manage a substantial investment book in the Emirati segment. This role involves engaging with clients, conducting investment reviews, and collaborating with internal stakeholders to enhance the investment offering. The ideal candidate will possess a strong understanding of financial markets and macroeconomic research, along with a commitment to client-centric governance. If you are passionate about delivering tailored investment solutions and driving client satisfaction, this opportunity is perfect for you.

Qualifications

• Clear understanding of macroeconomic research and investment conversion.
• Experience in investment advisory and economic analysis.

Responsibilities

• Deliver customized investment solutions based on client profiles.
• Monitor and restructure portfolios for client satisfaction.

Skills

Investment Advisory

Financial Markets Knowledge

Macroeconomic Research

Portfolio Management

Risk Profiling

Education

Bachelor’s Degree

CFA / FRM / CAIA (preferred)

Job description

• 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

Responsibilities

• 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.

Qualifications

• 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/ CAIACharter or pursuing the CFA/FRM/CAIA Program.
• Minimum Bachelor’s Degree from a reputed institution.