Investment Manager

Role       : Investment Manager
Location : Dubai                   
Role Purpose: 

An investment advisor provides expert financial advice and guidance to clients regarding their investment needs thru the relationship Manager. The advice given depends on the requirements and assessment of each client. Therefore, Investment advisors must prioritize the interests of the clients, since an advisor has a fiduciary duty to serve them.
    
Key Accountabilities of the role      

• Educate clients regarding the range of applicable investment options available to them
• Determine the risk tolerance of clients
• Develop personally-tailored investment solutions for clients
• Follow through on the investment actions approved by clients
• Maintain proper documentation of investment actions taken on behalf of clients with the RM.
• Maintain an up-to-date knowledge of investment products and financial market developments
• Assist in achieving RM/Cluster Investment sales targets

Specialist Skills / Technical Knowledge Required for this role:

In-depth knowledge of investment and products/services, asset allocation strategies

Excellent communication and presentation skills

Solid understanding of financial markets preferably in the region

CISI-SCA certification

Previous Experience required (if any):

Min of 10 years financial experience preferably in a similar role.