Investment Advisor Full-time Job

1 week ago   Accounting & Finance   Dubai   28 views Reference: 36752
Job Details

Key Responsibilities:

Drive initiatives to increase investment revenues and penetration in priority banking customers

Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios

Drive initiatives to increase Takaful revenues and penetration in priority banking customers

Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios

Train all the RMs on investment and Takaful products

On the job coaching of RMs for investments and Takaful products

Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling

Work closely with product team and various other stake holders to ensure smooth delivery of investment products

Provide feedback to enhance platform through launch of profiling tools

Job Skills & Qualifications:

Bachelor Graduate

Experience in relevant field

What we offer you:

Competitive salary package

Strong emphasis on work-life balance and wellbeing across the bank

World-class Learning & Development platform and career development

Generous annual leave entitlement and Private Healthcare

Preferential banking facilities for employees

Company Description
Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with the highest standards of Shari'a principles. Offering a broad range of products designed for individuals and small businesses as well as large corporations, Emirates Islamic is the right choice for those looking for excellence in managing their finances.
Emirates Islamic Bank (P.J.S.C.) is licensed by the Central Bank of the UAE.