Mashreq Bank
Investment Specialist. - MG Investment Advisor
🇦🇪 UAE, UAE🏢 On-site
Investment AdvisoryAsset ManagementPortfolio ManagementFinancial AnalysisMacroeconomicsRisk Profiling
At a Glance
- Category
- 🏦 Finance & Banking
- Level
- Mid-Level
- Type
- Full-time
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- Primary mandate is to perform Investment Advisory (IA)
- Manage and keep oversight of the substantial book of Multi Asset holdings 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, financial markets, and economic analysis
- •Knowledge of banking and asset management industry developments
- •Thorough understanding of products and investment instruments
- •Knowledge of strategic and tactical asset allocation fundamentals
- •Knowledge of risk profiling of clients
- •Knowledge of financial markets, correlations, and portfolio management theory
Responsibilities
- •Manage and keep oversight of substantial book of Multi Asset holdings
- •Support Private Banking activity and retain clients during RM departures
- •Cooperate to create area views on investments and marketable products
- •Supervise and manage junior staff as a mentor
- •Produce sound research inputs to analyze and implement investment solutions
- •Monitor, rebalance, and restructure portfolios to increase client satisfaction
- •Deliver customized solutions to Relationship Managers and clients
- •Generate revenue (ROA) through allocated client segments
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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. $5.88 one-time.
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.