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| Empresa: |
IMC-Dubai |
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| Título del Empleo: |
Investment Advisor-Banking |
| Categoría del trabajo: |
Bancos/operaciones bancarias |
| Localización del Empleo: |
Dubai - Emiratos Arabes Unidos |
| Número de Referencia de Empleo: |
6 |
| Descipción del Empleo: |
Job Accountabilities and Responsibilities (list a maximum of ten activities)
• Achieve overall investment services sales target by marketing investment and insurance solutions to clients of WM via the SRMs / RMs.
• Direct responsibility for institutional & Corporate sales for investment products.
• Identify investment sales opportunities along with SRMs / RMs for their WM clients and Corporate RMs for their Corp. clients.
• Accompany SRMs / RMs on joint client calls in capacity of an investment product and financial planning expert.
• Prepare portfolio asset allocation simulations and portfolio sensitivity analysis for WM clients as part of the client advisory cycle.
• Continuously provide feedback on competitive activities and track market developments
• Assist in development and launch of appropriate services in order to meet and satisfy customer needs, especially new product launches, client seminars etc.
• Act as a mentor for new joinees in the RM team viz. Relationship Mgr. & Client Relationship Officers especially for investment products and financial planning.
• Keep abreast of all product information and research provided by the product management team.
• Assist in portfolio management training & CRM certification program
Main Contacts and Working Relationships
(Identify which roles this position communications with, the purpose and frequency)
1. SRMs / RMs / CROs - for joint client calls – Daily
2. Product Manager - for product updates / research information – Daily
3. Corp.RMs – for joint client calls - Daily
4. Head of Investment Services / WM - Direct reporting - Weekly
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| Habilidades: |
Work Experience
5/7 years experience in marketing Investments and banking products to High Net Worth Individuals & Maas Affluent customer segments
And / or
3-5 years experience in investment product management / portfolio research
Specialist Skills Knowledge required for the Job
• Comprehensive knowledge of investment products & financial planning
• Excellent knowledge of written and spoken English, knowledge of Arabic is an advantage
• High sales drive and energy levels. Ability to thrive in high pressure environment.
• Ability to build strong relationships with peers (i.e. RMs) internally.
• Excellent teamwork skills. Ambition to grows and lead a team of RMs
• Either prior experience with investment products such as mutual funds, structured products, Insurance or the ability to learn and understand these products quickly to be able to understand customer needs and recommend suitable solutions. Basic analytical skills required to comprehend research and performance reports and to interpret them to offer most suitable products for the customer profile.
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| Requerimientos de Idioma: |
Inglés-Avanzado
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| Tipo de Empleo: |
Tiempo Completo
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| Sueldo: |
No especificado
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| Día de envío: |
09 feb 2008 |
| Nivel de Estudio: |
Sin especificar
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| Experiencia (Años): |
5 o 7 años |
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