Mashreq

1 week ago

Investment Specialist – Emirati- Emirati Deposits Team

✓ 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 to private banking clients, overseeing a portfolio of multi-asset holdings and supporting client retention across commercial segments. Produce research inputs to analyze, propose, and implement investment solutions, while monitoring, rebalancing, and restructuring portfolios to improve client satisfaction and revenue. Deliver customized solutions to relationship managers and clients and mentor junior staff within the investment advisory area.

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Perform investment advisory (IA) as the primary mandate.
•Manage and oversee clients’ multi-asset portfolio holdings across bank commercial segments.
•Support private banking activity to retain clients in case of RM departure.
•Produce research inputs to analyze, propose, and implement investment solutions for clients.
•Monitor, rebalance, and restructure portfolios; supervise and mentor junior staff in the IA area.

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.
•Knowledge of risk profiling of clients and selecting the right product for the right investor.

Experience:BankingAsset managementFinancial markets

Skills:ResearchClient retentionMentorshipPortfolio monitoringRisk profiling

Languages:English

Eligibility

Nationality:UAE National

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

1 week ago

Investment Specialist – Emirati- Emirati Deposits Team

✓ 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

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Perform investment advisory (IA) as the primary mandate.
•Manage and oversee clients’ multi-asset portfolio holdings across bank commercial segments.
•Support private banking activity to retain clients in case of RM departure.
•Produce research inputs to analyze, propose, and implement investment solutions for clients.
•Monitor, rebalance, and restructure portfolios; supervise and mentor junior staff in the IA area.

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.
•Knowledge of risk profiling of clients and selecting the right product for the right investor.

Experience:BankingAsset managementFinancial markets

Skills:ResearchClient retentionMentorshipPortfolio monitoringRisk profiling

Languages:English

Eligibility

Nationality:UAE National

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