2 Investment Products jobs in the United Arab Emirates
Senior Manager, Wealth & Investment Products
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Job Purpose
The Senior Manager, Wealth and Investment Products is responsible for overseeing the portfolio management, and strategic direction of wealth and investment products to meet client needs and drive revenue growth. This role requires a deep understanding of investment strategies, financial products, and client relationship management. The individual will work closely with senior leadership, product teams, and sales teams to implement competitive and compliant investment solutions that enhance the bank's wealth management portfolio.
Principal Accountabilities Product Development and Management- Lead the lifecycle management of wealth and investment products, including mutual funds, fixed‑income products and alternative investments.
- Identify market trends and client needs to create innovative investment solutions that align with the bank's strategic objectives.
- Collaborate with internal and external stakeholders, including asset managers, financial advisors, and third‑party vendors, to deliver a competitive product suite.
- Develop and implement strategic initiatives to drive product growth, increase client acquisition, and expand the bank's market share in wealth management.
- Monitor competitor offerings, regulatory changes, and market developments to keep the product lineup relevant and compliant.
- Partner with sales teams to promote wealth and investment products, providing training and insights to equip advisors and relationship managers with product knowledge and sales strategies.
- Create and update product materials, marketing collateral, and training modules to facilitate effective client engagement.
- Lead digital first agenda in collaboration with digital team.
- Support high‑value client relationships by offering expert insights into investment products and strategies, ensuring client needs are met and satisfaction is high.
- Act as a point of escalation for complex client inquiries and support sales teams in tailoring solutions for high‑net‑worth individuals (HNWIs).
- Ensure all investment products comply with regulatory standards and internal risk management policies.
- Conduct regular product reviews and audits to manage risk exposure, enhance performance, and uphold the bank's standards for product quality and compliance.
- Analyze product performance metrics, client feedback, and market data to drive continuous improvement and profitability.
- Prepare regular reports on product performance, trends, and strategic insights for senior management and stakeholders.
- Minimum bachelor's degree.
- 8 to 10 years of product development in wealth and investment products.
Investment Portfolio Manager
Posted today
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Overview
Join FxPro Group: be a part of our expanding international team, with offices in Limassol, London, Nassau, and Dubai. BankPro is the latest in the group’s expanding financial enterprise, providing professional banking services with flexible and convenient solutions, alongside digital investment platform facilities.
As the Investment Portfolio Manager, you will be responsible for managing a portfolio of assets for current and future bank clients, aligning investment strategies with their individual financial goals, risk tolerance, and time horizons. The ideal candidate will have a strong understanding of financial markets, excellent analytical skills, and a proven track record of delivering solid investment performance within a regulated banking environment. This position reports to the COO.
Responsibilities- Manage and proactively monitor investment portfolios for current and prospective bank clients, ensuring alignment with their financial goals, time horizons, and risk tolerance
- Develop and implement tailored investment strategies, including asset allocation, security selection, and periodic portfolio rebalancing
- Conduct comprehensive financial analysis, including market research, macroeconomic forecasting, and individual security valuation, to support sound investment decisions
- Execute investment transactions and continuously evaluate portfolio performance, making strategic adjustments to optimize returns and mitigate risks
- Provide regular updates to clients on portfolio performance, market trends, and strategic recommendations, maintaining a high standard of client engagement and trust
- Collaborate closely with senior stakeholders by preparing and presenting high-quality reports, performance reviews, and market insights; offer strategic advice to support decision-making at the executive level
- Ensure full compliance with regulatory frameworks and internal policies, maintaining accurate documentation and adhering to the highest standards of risk management and governance
- Stay up to date in the of current market trends, economic developments, and new investment products
- Masters degree in Finance, Economics, or a related field
- Minimum of 5 years of experience in investment portfolio management, preferably within a bank
- Proven track record of managing investment portfolios and achieving investment objectives
- Strong understanding of financial markets, investment instruments, and portfolio management principles
- Excellent analytical, quantitative, and problem-solving skills
- Exceptional communication, presentation, and interpersonal skills
- Ability to work independently and as part of a team
- Strong proficiency in financial analysis software and portfolio management systems
- CFA designation or progress towards completion is preferred
- Deep knowledge of banking regulations and compliance requirements
- Competitive compensation package
- 24 days off and 15 sick leaves annually
- Corporate insurance plan
- Snacks and beverages
- Visa/work permit support
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