Wealth Management Portfolio & Strategy Lead

Emirates Islamic Bank; United Arab Emirates; On-site; AED 60,000 - 120,000; Full time

Job summary

A leading financial institution in the UAE seeks an experienced professional to oversee portfolio reviews and investment propositions. The ideal candidate will manage clients' investments while ensuring compliance with strategic financial goals. Key qualifications include a Bachelor's degree in finance, CFA certification, and over 3 years of relevant wealth management experience. This position offers a competitive salary, focus on work-life balance, and excellent career development opportunities.

Benefits

Competitive salary package

Strong emphasis on work-life balance

World-class Learning & Development platform

Generous annual leave entitlement

Private Healthcare

Preferential banking facilities for employees

Qualifications

• 3+ years of similar experience in other banks or wealth management institutions.
• Experience as a wealth manager for at least 3 years.
• Experience in investment product management of at least 3 years.

Responsibilities

• Completing portfolio reviews and proposals for PB and PRB segments.
• Providing NTW proposals within adequate TAT time.
• Participate in projects to improve data quality and process automation.

Skills

Wealth management experience

Investment analysis

Strong communication skills

Education

Bachelor’s degree in finance or business

Masters in finance / MBA

CFA certification

CSI Certification / Other Certifications

Tools

Investment management software

Job description

A leading financial institution in the UAE seeks an experienced professional to oversee portfolio reviews and investment propositions. The ideal candidate will manage clients' investments while ensuring compliance with strategic financial goals. Key qualifications include a Bachelor's degree in finance, CFA certification, and over 3 years of relevant wealth management experience. This position offers a competitive salary, focus on work-life balance, and excellent career development opportunities.