Thursday, 6 February 2014

Investment Advisor Job at Mashreq Bank in Dubai


Job Title: Investment Advisor

Location: U.A.E,Dubai

Job purpose

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

Key result areas

        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)


Knowledge, skills & experience

    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


How to Apply:

http://careers.mashreq.com/ViewJobDetails.aspx?JobRefID=213

Deadline: 04/02/2014

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