Manager

Job Purpose
Investment specialist with business development and investment advisory responsibility. Working very closely across various segment s coverage RMs teams, branch and regional managers.Maintain relationships with client in an expert capacity.
Key Accountabilities
Actively assist coverage RMs in planning, qualifying and providing investment advisory services in order to increase penetration of investment products across the Bank s client segments.
Prepare customized investment proposals for clients based on need analysis, suitability, and risk reward profiles.
Assist in structuring suitable investment solutions, including lending against investment products.
Ongoing management of investment advisory relationships with clients on an ongoing basis and provide regular market and portfolio updates in order to increase client engagement with the Bank.
Manage the inherent conflict in the role- between clients based and need based advice versus developing business and achieving the revenue targets.
Conduct regular Investment / Product trainings always providing knowledge inputs to RMs across segments to improve sporting potential business.
Ensure high level of service and client engagement anticipating potential client requirements.
Ensure compliance with internal and external regulatory requirements, while always exercising high degree of fiduciary responsibility.
Other Accountabilities
Other Accountabilities
Job Context
The role involves building strong relationships with business partners in the coverage segments RMs, branches, to identify and qualify prospective clients for cross selling investment products and solutions.
The role involves investment advisory relationship management with clients across segments to deepen relationship, increases cross sell ratio and gain core bank status with NBF s key client relationships.
Education
University degree as a minimum is a prerequisite Financial planning and other related certifications a plus
Experience and Skills
Work Experience:
Minimum 5 years experience in senior investment RM, wealth management capacity or has performed a financial planning advisory role.
Good understanding of financial markets, master s asset allocation advisory.
Proven track record in meeting set financial goals, and ability to manage a multi-cultural client portfolio.
Proficient in operations matters related to investment management with proficiency in credit related issues.
Proven ability to manage client relationships in an advisory capacity
Experience of operating in the UAE or the region is a big advantage.
Personal Attributes:
Balanced personality, able to qualify clients, understand and translate their financial objectives into appropriate solutions.
Commercial mindset, ability to plan and organize work and extract commercial value from relationships.
Ability to analyze situations and build sustainable rapport with internal and external clients.
Good Communication / Presentation skills, ability to advice and convince others.
Languages English Arabic desirable.
Effective decision making and problem solving
Integrity, transparency, ability to fully assume fiduciary duty of care.
Ability to work independently with little supervision.
Behavioural Competencies
Change and Innovation - Proficient
Communication - Proficient
Working and collaborating with others - Proficient
Results Orientation - Proficient
Evaluating and Solving Challenges - Proficient
Technical Competencies
Business Development- Investment Management- Advanced
Financial portfolio management- Investment Management- Proficient
Credit Risk Analysis- Investment Management- Proficient
Relationship Management- Investment Management- Advanced
Product Knowledge- Investment Management- Expert
Governance, Compliance and Audit- Investment Management- Proficient