Thursday, 20 February 2014

Advisory Jobs in Dubai; Investment Advisor

Job Title:    Investment Advisor
Job Location:    Dubai
Job Function:    Retail Banking
Employer:    Mashreq Bank

About Us
Mashreq has provided banking and financial services to millions of customers and businesses since 1967.

We are one of UAE's leading financial institutions with a growing retail presence in the region including Egypt, Qatar, Kuwait and Bahrain. We focus on providing our customers access to a wide range of innovative products and services.

Mashreq is invariably among the highest performing banks in the Region. It’s financial performance reflects on its commitment to continue leading the UAE banking industry.

Our branch network extends across the UAE with one in every two households in the UAE banking with us. We also have customer service centres in key retail locations and one of the largest ATM networks in the country. We also have 12 overseas offices in nine countries, including Europe, US, Asia and Africa.

Job purpose
Manage end to end Investment/Insurance sales for General Banking & Business Banking

Job Requirements:

  •     Will need to pass CISI Investment certification, Shariah Certifications and Bancassurance product session
  •     A Graduate, with at least 4 years of experience in wealth management in the UAE
  •     Good  sales skills and knowledge of Investment/Insurance products
  •     Strong interpersonal skills, team player with ability to coach/train others
  •     Good communication, profiling , presentation and analytical skills

Job Duties:
  •         Presenting opportunities and value of Investment and Insurance products to clients of GB and BB
  •         Responsible for End to end sale/service for Investment and Insurance sales to GB and BB.
  •         Drive growth of Mashreq Investment/Insurance Business
  •         Supports primary point of fulfillment of customer cross sell of all Investment & Insurance Products in General Banking & Business Banking
  •         Promote the Investment/Insurance business and generate FER through the GB /BB portfolio by cross selling wealth products
  •         Educate and present Investment/Insurance ideas, opportunities, need analysis  to the GB and BB teams to generate referrals
  •         Looks for opportunities and harvests all referrals for Investment/Insurance sales for both departments (GB & BB)

Deadline Date: 31/03/2014