Investment Specialist. - MG Investment Advisor

Role Overview

Investment Specialist – MG Investment Advisor at Mashreq.

Role Purpose

Perform Investment Advisory services, managing substantial multi-asset portfolios across commercial banking segments while delivering customized investment solutions to clients and supporting relationship managers in client retention and revenue generation.

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.
• Measure performance by portfolio performance and revenue generated to the bank (ROA) through allocated client segments, not by number of new accounts added.

Investment Advisory & Solutions

• Produce sound research inputs to help the area efficiently analyze, propose, and implement investment solutions for clients across all commercial segments.
• Deliver customized solutions to Relationship Managers and directly to clients as requested.
• Develop a clear understanding of macroeconomic research and convert research inputs into actual investments.

Client & Relationship Management

• Support Private Banking activity and act effectively to retain clients in case of Relationship Manager departure.
• Actively cooperate to create the area's view on all matters related to investments and how to turn them into marketable products.

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.
• Skilled and knowledgeable on developments in the banking and asset management industries.
• Clear understanding of macroeconomic research and ability to convert research inputs into actual investments.

Skills & Competencies

• Thorough understanding of products and investment instruments.
• Thorough knowledge of strategic and tactical asset allocation fundamentals.
• Knowledge of risk profiling of clients with reference to choosing the right product for the right investor.
• Knowledge of financial markets, products, financial instruments, correlations, and portfolio management theory.