Senior Lead Investment Advisory Full-time Job

The incumbent will be responsible for:

Work closely with a group of RMs to Manage and promote investment and Derivatives products (primary function)

Manage alongside the RM, client profiling, Portfolio Management and Portfolio Maintenance

Ongoing training of RMs on portfolio management, new products, and market updates.

Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of trades and prompt reply to client enquiries

Provide support during initiatives aimed to cross-sell initiatives to increase investment within Private Banking

Job Content

Drive initiatives to increase investment revenues and penetration in priority banking customers

Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios

Train all the RMs on investment.

On the job coaching of RMs for investments.

Ensure compliance to mentioned polices during investment and ensure minimal miss-selling

Training of RMs on compliance and risks

Ensure monitoring when required.

Education:

Bachelor’s degree in Finance (Essential)

Masters in Finance / MBA (Desirable)

CFA certification (Desirable)

Experiences

CISI Certification / Other Certifications (Essential)

8+ years of similar experience in other banks or wealth management institutions (Essential)

Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with the highest standards of Shari'a principles. Offering a broad range of products designed for individuals and small businesses as well as large corporations, Emirates Islamic is the right choice for those looking for excellence in managing their finances.
Emirates Islamic Bank (P.J.S.C.) is licensed by the Central Bank of the UAE.