Mashreq Bank
Investment Specialist- MG Investment Advisor
🇦🇪 UAE, UAE🏢 On-site
Investment AdvisoryFixed IncomePortfolio ManagementFinancial MarketsAsset AllocationRisk ProfilingMacroeconomic Analysis
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💰Gratuity
Mashreq Bank
5000+ employees
- 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.Key Result Areas
- 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.Knowledge, Skills and Experience
- 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.
Requirements
- •Clear understanding of macroeconomic research
- •Experience in investment advisory
- •Knowledge of financial markets and economic analysis
- •Skilled and knowledgeable on 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
- •Knowledge of portfolio management theory
Nice to Have
- •Actively cooperate to create the area’s view in all matters related to investments
- •Mentor junior staff on IA subjects
- •Performance measured by portfolio performance and revenue generated
Responsibilities
- •Perform Investment Advisory (IA)
- •Manage and oversee Fixed Income portfolios
- •Support Private Banking activity and client retention
- •Cooperate to create the area’s investment view
- •Supervise and manage junior staff
- •Produce sound research inputs for investment solutions
- •Monitor, rebalance, and restructure portfolios
- •Deliver customized solutions to Relationship Managers and/or clients
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75% Get Rejected
- See if your CV passes Mashreq Bank's ATS filters
- Get AI-rewritten bullet points
- Download Gulf-ready CV
60 seconds. $3.99 one-time.
Benefits Package
🏠Housing
✈️Flights
🏥Medical
🎓Education
🚗Transport
💰Gratuity
🎯Bonus
📦Relocation
GCC Info
Company
Mashreq Bank
5000+ employees
Mashreq Bank offers a wide range of banking products and services, including retail, corporate, and investment banking. It serves individuals and businesses across the UAE and internationally.
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