Manager - Product Support.MGS Private Banking Products

Mashreq
India
Workplace: HybridFull timeFunction: Banking, Lending & CreditEducation: certificationSkills: ["Communication","Interpersonal skills","Detail-oriented","Independent work","Teamwork"]

Support the product team with investment idea generation and structuring private banking product offerings across fixed income, equities, structured products, FX, and funds. Assist the investment advisory team with day-to-day wealth management activities including product design, presentations, process design, research, and data analysis. Help with order management, client suitability, and product risk rating, and coordinate across bank departments and marketing teams on promotional materials.

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FursaFursa
Mashreq
Mashreq
8 months ago

Manager - Product Support.MGS Private Banking Products

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Support the product team with investment idea generation and structuring private banking product offerings across fixed income, equities, structured products, FX, and funds. Assist the investment advisory team with day-to-day wealth management activities including product design, presentations, process design, research, and data analysis. Help with order management, client suitability, and product risk rating, and coordinate across bank departments and marketing teams on promotional materials.
Location: India
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Manager level

Key Responsibilities

  • •Generate investment ideas and help construct private banking product offerings across multiple asset classes.
  • •Support the investment advisory team with wealth management activities, including product design, presentations, and process design.
  • •Contribute to wealth-related projects covering order management/execution, client profiling, investment suitability, and product risk rating.
  • •Provide support for MIS data and perform data analysis related to financial markets.
  • •Coordinate with bank departments (Operations, Treasury, Technology) and liaise with marketing teams on product initiatives and promotional materials.

Key Requirements

  • •Currently pursuing a profession designation such as CFA or another investment-related designation.
  • •Work experience using Bloomberg and tools such as Morningstar Direct and Structured Notes Pricer.
  • •Strong understanding of financial products and global financial markets.
  • •Detail-oriented and comfortable working in a fast-paced office environment.
  • •Proficiency in MS Office (Word, PowerPoint, Excel) and strong written/oral communication and interpersonal skills.
Education:Certification / Diploma
Skills:CommunicationInterpersonal skillsDetail-orientedIndependent workTeamwork
Certifications:CFA
Tech Stack:BloombergMorningstar DirectStructured Notes PricerMS OfficeMicrosoft WordMicrosoft PowerPointMicrosoft Excel

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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