Senior Investment Advisor.Injaz - RBG - MG Investment Advisor.Retail Banking Group

Mashreq
United Arab Emirates
Workplace: OnsiteFull timeFunction: Capital Markets, Trading & QuantSkills: []

Provide investment advisory for clients across the bank’s commercial segments, producing research inputs and translating macroeconomic analysis into actionable investments. Oversee substantial fixed-income portfolios through monitoring, rebalancing, and restructuring to improve client satisfaction. Deliver customized solutions to relationship managers and clients, support private banking retention, and contribute to investment views and marketable product ideas while mentoring junior staff.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Mashreq
Mashreq
9 months ago

Senior Investment Advisor.Injaz - RBG - MG Investment Advisor.Retail Banking Group

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Last checked: 12 hours agoStatus: Live

Job Summary

Provide investment advisory for clients across the bank’s commercial segments, producing research inputs and translating macroeconomic analysis into actionable investments. Oversee substantial fixed-income portfolios through monitoring, rebalancing, and restructuring to improve client satisfaction. Deliver customized solutions to relationship managers and clients, support private banking retention, and contribute to investment views and marketable product ideas while mentoring junior staff.
Location: United Arab Emirates
Workplace: Onsite
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Mid level

Key Responsibilities

  • •Produce sound research inputs to analyze, propose, and implement investment solutions for clients across commercial segments.
  • •Monitor, rebalance, and restructure clients’ portfolios to generate higher satisfaction.
  • •Deliver customized investment solutions to relationship managers and/or directly to clients.
  • •Work closely with an existing client base and focus on portfolio performance and ROA generated through allocated segments.
  • •Supervise and mentor junior staff on investment advisory topics.

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.
  • •Thorough knowledge of strategic and tactical asset allocation, including client risk profiling and portfolio management fundamentals.
Experience:Investment advisoryFinancial marketsBankingAsset management

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
WebsiteLinkedInGlassdoor