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 / master's 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.
What We Offer
Competitive salary package
Market-leading incentives
Strong emphasis on work-life balance and wellbeing across the bank
World-class Learning & Development platform and career development
Generous annual leave entitlement and Private Healthcare
