Investment Counsellor Dubai
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Key skills for this role
About the Role
EFG International is seeking an Investment Counsellor for its Dubai office to provide investment advisory solutions to private banking clients. The role involves assessing client needs, developing investment strategies, and partnering with Client Relationship Officers.
Key Skills for This Role
Responsibilities
- Work directly with clients and partner with Client Relationship Officers to assess investment needs based on risk profile
- Develop comprehensive investment strategies and coordinate sales and execution against that strategy
- Monitor performance and appropriateness of the client’s overall investment portfolio
- Create tailor made investment proposals across different markets with appropriate products and services
- Observe and analyse financial markets to monitor and develop client’s investment strategies
- Be proactive and in regular contact with clients and CROs to inform them of markets and portfolio evolution
- Provide input and support for the development of new business initiatives and product enhancement
- Promote discretionary mandates to increase penetration
- Contribute to the increase of client share of wallet
- Comply with all internal and external regulations and procedures
Requirements
- University degree in economics or finance, or comparable qualifications (CFA, AZEK etc)
- Client facing experience in investment advisory and sales; portfolio management
- Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment
- Passion for financial markets
- Strong knowledge of financial instruments across all asset classes, ESG and Alternatives a plus
- Able to establish close and trusted relationships with CROs and clients
- Excellent verbal and written communication skills in English and Arabic; French would be a plus
- Entrepreneurial mindset and ability to work under pressure
- Results oriented with ability to proactively and independently solve problems
- Sound judgement, keen sense of urgency and high level of professional and personal integrity
- Good knowledge of Bloomberg
Full Job Posting
Job Description
- As a member of the Local Investment Advisory team, you will be responsible for the advice of investment solutions to clients and prospects.
- Primary objective: partner with Private Banking Client Relationship Officers (CRO) to offer appropriate investment solutions, both discretionary and advisory, and attract/enhance client relationships and profitability.
Main Responsibilities
- Working directly with clients and partnering with Client Relationship Officers, being accountable for assessing investment needs based on risk profile, developing a comprehensive investment strategy, coordinating sales and execution against that strategy, and monitoring performance and appropriatene
- Create tailor made investment proposals across different markets with appropriate products and services, adjusting portfolios to client’s risk appetite, needs and market conditions.
- Observe and analyse financial markets to monitor and develop client’s investment strategies.
- Be proactive and in regular contact with clients and Client Relationship Officers to inform them of the markets and portfolio evolution as well as Bank’s investment ideas and opportunities.
- Provide input and support for the development of new business initiatives and product enhancement.
- Promote discretionary mandates to increase penetration.
- Contribute to the increase of client share of wallet.
- Comply with all internal and external regulations and procedures.
Skills and Experience
- University degree in economics or finance, or comparable qualifications (CFA, AZEK etc).
- Client facing experience in investment advisory and sales; portfolio management.
- Extensive knowledge of private banking business (onshore and offshore), and competitive and regulatory environment.
- Passion for financial markets.
- Strong knowledge of financial instruments across all asset classes, ESG and Alternatives a plus.
- Able to establish close and trusted relationships with CROs and clients.
- Ability to build and maintain networks with internal stake holders, collaborate across teams.
- Excellent verbal and written communication skills in English and Arabic. French would be a plus.
- Entrepreneurial mindset and ability to work under pressure.
- Results oriented with ability to proactively and independently solve problems.
- Sound judgement, keen sense of urgency and high level of professional and personal integrity.
- Good knowledge Bloomberg.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
- Hands on: Being proactive to rapidly deliver high quality results.
- Passionate: Being committed and striving for excellence.
- Solution driven: Focusing on client outcomes and treating clients fairly with a risk aware mindset.
- Partnership oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
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