Wealth Specialist Full-time Job

2 weeks ago   Others   Dubai   30 views Reference: 34127
Job Details

The incumbent will be responsible for:

Work closely with a group of Branch Managers and PBAs to Manage and promote investment Products (mainly Small Sukuk) to Retail Banking Clients

Manage alongside the PBAs and Branch Managers client profiling, Portfolio Management and Portfolio Maintenance.

Training of PBAs and BMs on selling and portfolio management for investments.

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

Provide support during initiatives aimed to cross-sell initiatives to increase investment.

Work closely with product team and various other stake holders to ensure smooth delivery of investment products.

Knowledge & Experience

Bachelor’s degree in Finance or Business / Masters in Finance (MBA) / CFA certification / CISI Certification / Other Certifications

3+ years of similar experience in other banks or wealth management institutions

Experience as wealth manager for at least 3 years

Experience in investment product management

Experience across a wide range of Banking areas, e.g., Retail, wealth management, SME

Strong business judgment and problem solving and analytical abilities, particularly in financial analysis.

Detailed knowledge and understanding of various investment products and current market perspectives.

Detailed knowledge and understanding of investment sales and advisory process.

Understanding of portfolio management approaches in Investment management

Ability to multi-task and work under pressure; flexibility with last-minutes challenges/changes

Excellent skills to influence in direct reports to achieve desired outcomes.

Must be bi-lingual; Highly proficient in written and spoken English and Arabic.

Company Description
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.