Manager - Investment Counsellor

Help customers make informed decisions about their investments, develop investment sales strategies, manage customer portfolios, and provide product and market information to clients to make investment decision

Key Responsibilities:

• Perform the tasks of financial products promotion, collection of required information and data, and evaluation
• of the clients' capability and tendency to afford risks (Risk Profile) along with the detailed works related thereto
• Selecting potential investments for certain customers based on factors such as risk level and potential returns
• Writing reports detailing investment results, identifying potential problems with specific investments, or discuss the pros and cons of different strategies to clients.
• Managing RMs portfolios by reviewing them, updating portfolios as needed and supporting the RMs making trades when instructed by clients
• Providing clients with suitable investment products.
• Meeting with clients to discuss financial goals, current holdings, and investment strategies
• Monitoring the performance of each client's investments to ensure that they are performing as expected
• Analyzing prospective investments and determining their risks and rewards
• Educating clients about various types of investments, including stocks, sukuk, mutual funds, real estate, and
• alternative assets such as precious metals and other sophisticated investments
• Will independently review clients' financial needs and exhibit different investment strategies to clients.
• Identify potential product opportunities to take advantage of market opportunities and / or enhance the current product range.

A university certificate along with experience for not less than (3) years, or diploma certificate or less certificate along with experience for not less than (7) years, in financial analysis or in the field of financial markets, investment, wealth management or financial planning.
alternative qualifications are any of the below qualifications:
CFA, AFA, CIP, CIIA, CQF, FRM, ICA.

And below certifications (Mandatory)
• CISI -UAE Financial Rules and regulations certification
• CISI International Certificate in Wealth and Investment Management (Level 3)