Senior Investment Advisor

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.