Mashreq

3 weeks ago

Investment Specialist. - MG Investment Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Provide investment advisory and oversee clients’ multi-asset portfolios across the bank’s commercial segments. Partner with Private Banking to retain clients when a relationship manager departs, and translate macroeconomic research into investment solutions and marketable products. Produce research inputs, monitor/rebalance portfolios, and deliver customized solutions to relationship managers and clients. Mentor junior staff within the investment advisory area.

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Perform investment advisory (IA) as the primary mandate.
•Manage and oversee clients’ multi-asset holdings across the bank’s commercial segments.
•Support Private Banking activities and retain clients when a relationship manager departs.
•Produce research inputs to analyze, propose, and implement investment solutions across commercial segments.
•Monitor, rebalance, and restructure portfolios, and mentor junior staff as needed.

Key Requirements

•Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.
•Experience in investment advisory, financial markets, and economic analysis.
•Knowledge of developments in the banking and asset management industries.
•Thorough understanding of products and investment instruments, including strategic and tactical asset allocation fundamentals.
•Knowledge of risk profiling of clients and correlating portfolio management theory with products and instruments.

Experience:Investment advisoryFinancial marketsBankingAsset managementPrivate banking

Company Brief

Mashreq

Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Dubai, United Arab Emirates

Founded: 1967

Glassdoor: 3.3

Website LinkedIn Glassdoor

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Mashreq

3 weeks ago

Investment Specialist. - MG Investment Advisor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 13 hours agoStatus: Live

Job Summary

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Consulting & Advisory

Seniority: Sr. Manager level

Key Responsibilities

•Perform investment advisory (IA) as the primary mandate.
•Manage and oversee clients’ multi-asset holdings across the bank’s commercial segments.
•Support Private Banking activities and retain clients when a relationship manager departs.
•Produce research inputs to analyze, propose, and implement investment solutions across commercial segments.
•Monitor, rebalance, and restructure portfolios, and mentor junior staff as needed.

Key Requirements

•Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.
•Experience in investment advisory, financial markets, and economic analysis.
•Knowledge of developments in the banking and asset management industries.
•Thorough understanding of products and investment instruments, including strategic and tactical asset allocation fundamentals.
•Knowledge of risk profiling of clients and correlating portfolio management theory with products and instruments.

Experience:Investment advisoryFinancial marketsBankingAsset managementPrivate banking

Company Brief

Mashreq

Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Dubai, United Arab Emirates

Founded: 1967

Glassdoor: 3.3

Website LinkedIn Glassdoor