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
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
Responsibilities
Support the Product Team in Investment Idea generation and constructing the Investment Product offering. Additionally, supporting the Investment Advisory 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.
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 & System enhancement projects
Liasoning with Marketing teams on various product initiatives and promotional materials
Qualifications
Currently pursuing a profession designation such as Chartered Financial Analysis Designation (CFA) or any other Investment Related Designation
Work experience on using Bloomberg and other tools like Morningstar Direct, Structured Notes Pricer tools
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
Job details are sourced from the employer's original posting.
