The Senior Manager will assist in structuring investment product offerings and generating new investment ideas across various asset classes. They will also provide operational support for wealth management activities, including product design, data analysis, and project management.
To aid the product Management team in structuring the Product Offering and to support in generate new product Investment Ideas across different asset Classes (Fixed Income, Equities, Structured Products, FX and Funds) which will be offered in Private Banking and Mashreq Gold and Business Banking
To provide overall support for Wealth Management Activity involving Product Design and Presentations, Process design, data Analysis and Research related to financial Markets.
To support Wealth Related Projects which will require a very good understanding of order management and execution, client profiling, Investment suitability and Risk rating investment Products.
Work along with Product Specialists to create Promotion materials for various products & investment solutions
Dimensions
Operating Budget
Number of Staff
Capital Exp. Budget
Other
Key Result Areas
Work on Investment Idea generation and constructing the Investment Product offering. Additionally, supporting the Investment Specialist team in day to day activities which will require a very good understanding of global financial markets and Investment Products.
Support Investment Product Sales by working on product presentations and Investment related material in addition to provide support on publications produced by Investment Team
Support different ad-hoc Wealth Related projects such as Investment Process, order management, Client suitability and Product Risk rating, system level enhancements
Provide support on MIS data and to perform data analysis
Liaise with different departments across the Bank (Operation, Treasury, and Technology) for Investment Related Activity.
To provide overall support to wealth management team ranging from making sure all material are all update to date , running and maintaining MIS, Investment process and documentation, updating any Investment related material
Operating Environment, Framework and Boundaries, Working Relationships
Working relationships:
Internal: Investment and Products Team, Private Banking and Mashreq Gold Team, Operation and Treasury
External: Investment business vendors / partner
Problem Solving
Analytical thinking, deductive logic and educative judgment required.
Thorough understanding of Mashreqbank’s policies and procedures in addition to sound knowledge of regulatory, operational and compliance requirements.
Clear understanding of business and Client requirements with close coordination with the Product Team and Investment Advisory team, without losing focus on risk, regulations and control issues.
Knowledge, Skills and Experience
Currently pursuing a profession designation such as Chartered Financial Analysis Designation (CFA) or any other Investment Related Designation would be a plus
Good understanding of Financial Products and Global Financial markets
Detail oriented and comfortable working in a fast-paced office environment
Good communication (written and oral) and interpersonal skills
Able to work independently and in a team environment
Proficiency in MS Office with expertise in Microsoft Word, PowerPoint and Excel
“I was the first applicant for a remote marketing position that got listed on the company website the same day I applied. Had an interview within 48 hours!”
— Sarah J.
·
Marketing Manager
★★★★★
Verified
