Senior Investment Advisor

Mashreq Bank

On-siteFull TimeSeniorSales & Business Development
No salary statedPosted 5h ago

Why we think you can apply

Employer country
United Arab Emirates
Hiring model
UAE-based role · the employer hires in the UAE
Work from
The employer's office · on-site
Time-zone overlap
Gulf Standard Time · none needed

Posted 5 hours ago · apply link checked 1 hour ago

About the role

Responsibilities

  • Perform Investment Advisory (IA) services
  • Manage and oversee substantial Fixed Income books within client portfolios across commercial segments
  • Support Private Banking activities and assist in client retention during Relationship Manager transitions
  • Collaborate on creating area views for investment matters and marketable product development
  • Supervise and mentor junior staff within the IA area
  • Produce 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

Requirements

  • Clear understanding of macroeconomic research and its conversion into investments
  • Experience in investment advisory, financial markets, and economic analysis
  • Knowledge of banking and asset management industry developments
  • Thorough understanding of investment products and instruments
  • Knowledge of strategic and tactical asset allocation fundamentals
  • Expertise in client risk profiling and product selection
  • Proficiency in portfolio management theory and financial instrument correlations

About the Company

Mashreq Bank is a leading financial institution providing a wide range of banking services.

What we look for

  • Macroeconomic research expertise
  • Investment advisory experience
  • Financial markets knowledge
  • Asset allocation fundamentals
  • Risk profiling expertise
  • Portfolio management theory
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