Investment Specialist – Emirati- Emirati Deposits Team

Role Overview

Investment Specialist – Emirati, Emirati Deposits Team at Mashreq.

Role Purpose

Perform investment advisory services, manage substantial multi-asset client portfolios across commercial segments, and deliver customized investment solutions that retain clients and generate revenue for the bank.

Key Responsibilities

Portfolio Management

• Manage and maintain oversight of substantial multi-asset holdings across client portfolios in various commercial segments of the bank.
• Monitor, rebalance and restructure portfolios to generate higher levels of client satisfaction.
• Deliver customized solutions to Relationship Managers and directly to clients as requested.
• Work closely with the existing client base.

Research & Analysis

• Produce sound research inputs that enable the area to efficiently analyze, propose and implement investment solutions for clients across all commercial segments.
• Develop clear understanding of macroeconomic research and convert research inputs into actual investments.
• Actively cooperate to create the area's view on all matters related to investments and how to turn them into marketable products.

Client Retention & Support

• Support Private Banking activity and act effectively to retain clients in case of departure of a Relationship Manager.

Team Leadership

• Supervise and manage junior staff, acting as a mentor on subjects related to the investment advisory area.

Qualifications & Experience

• Experience in investment advisory, financial markets and economic analysis.
• Knowledge of risk profiling of clients with reference to choosing the right product for the right investor.
• Thorough understanding of products and investment instruments.
• Thorough knowledge of strategic and tactical asset allocation fundamentals.
• Knowledge of financial markets, products, financial instruments, correlations and portfolio management theory.
• Skilled and knowledgeable on developments in the banking and asset management industries.

Skills & Competencies

• Clear understanding of macroeconomic research and ability to convert research inputs into actual investments.

Additional Information

Performance is measured by portfolio performance and revenue generated to the bank (ROA) through assigned client segments, not by new accounts added. Key result areas include client satisfaction levels from portfolio management and revenue generation through assigned client segments.