Senior Investment Specialist - Private Banking.RBG - Private Banking Investment Advisors.41.Retail Banking Group

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditSkills: ["Communication","Presentation","Interpersonal","Analytical","Commercial mindset","Collaboration","Risk awareness"]

Deliver sophisticated investment advisory support for High Net Worth and Ultra High Net Worth clients and Family Offices. Provide deep expertise across fixed income, equities, mutual funds, structured products, alternatives, and discretionary portfolio mandates, while generating actionable trade ideas from market intelligence. Partner with Senior Private Bankers to structure tailored solutions, present strategies, conduct investment calls and workshops, and drive growth in AUM, investment penetration, and revenue targets while ensuring governance, suitability, and compliance.

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FursaFursa
Mashreq
Mashreq
2 days ago

Senior Investment Specialist - Private Banking.RBG - Private Banking Investment Advisors.41.Retail Banking Group

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Job Summary

Deliver sophisticated investment advisory support for High Net Worth and Ultra High Net Worth clients and Family Offices. Provide deep expertise across fixed income, equities, mutual funds, structured products, alternatives, and discretionary portfolio mandates, while generating actionable trade ideas from market intelligence. Partner with Senior Private Bankers to structure tailored solutions, present strategies, conduct investment calls and workshops, and drive growth in AUM, investment penetration, and revenue targets while ensuring governance, suitability, and compliance.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Support Senior Private Bankers by identifying investment opportunities and structuring tailored solutions for HNWIs, UHNWIs, and Family Offices.
  • •Present investment ideas, strategies, and market outlooks in client meetings, and deliver regular investment updates, portfolio reviews, and performance discussions.
  • •Generate actionable trade ideas by monitoring global and regional markets and producing daily/weekly/monthly market updates and product opportunities.
  • •Drive growth in Assets Under Management (AUM), investment penetration, and achieve assigned investment revenue targets through proactive client engagement.
  • •Ensure investment activities comply with governance standards, suitability requirements, and regulatory obligations, including ongoing monitoring of product performance and portfolio suitability/diversification.

Key Requirements

  • •Preferably hold (or be currently pursuing) a CFA, FRM, or CAIA Charter.
  • •Demonstrate deep product expertise across fixed income, equities, mutual funds, alternatives, structured products, and discretionary portfolio mandates.
  • •Ability to analyze investment opportunities and assess portfolio risk/return trade-offs to support data-driven recommendations.
  • •Strong communication and presentation skills to engage clients and Private Bankers and explain complex market concepts.
  • •Strong commercial mindset focused on driving AUM growth, investment penetration, and client satisfaction while meeting risk and compliance standards.
Skills:CommunicationPresentationInterpersonalAnalyticalCommercial mindsetCollaborationRisk awareness
Certifications:CFAFRMCAIA

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
Glassdoor: 3.3
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