Investment Counsellor recruitment
The key aspects of the role are: To provide an investment consulting service to UHNW clients To propose Investment Strategy proposals for clients Participate in client investment manager meetings and offer advice on all asset classes Long term investment advice Liasing with investment research committee The ideal candidate for this role will have a background in dealing with Ultra High Net Worth clients or background of investing for institutions. You will also have an MBA or MA.
Investment Counsellor recruitment
Working for a major UAE bank, headquartered in Abu Dhabi, the role is as follows:Description:Educate the bank’s distribution network and clients directly on the type of investments that best suit the individual client’s portfolio or level of wealth.Provide sound advice and analysis to the bank’s distribution network on a variety of investment and bank assurance products as well as trends in the financial markets.Manage proactively all sources of operational and regulatory risk, identifying and highlighting appropriate measures and mitigating actions.Manage internal and external customer Read more […]
Investment Counsellor recruitment
Job Description 1. To champion and execute all wealth management sales tactics by coaching and supporting the frontline effort in cultivating business opportunities. 2. To achieve stable and predictable bottom line results through active maintenance of professional competency of the assigned branches. Key Roles Responsibilities To consult on the distribution knowledge of various wealth management products including Unit Trusts, FX and FX derivative structures, Fixed income Instruments and Structured Products. To synthesize market information and formulate client interaction tactics to be adopted Read more […]