Investment Advisor

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Job Description - Investment Advisor

Job Description 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
About Us EIB Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with Shari'a principles. As one of the leading Islamic banks in the UAE, Emirates Islamic offers exciting career opportunities for highly motivated professionals and graduates. At Emirates Islamic, we believe that our Employees are our biggest asset and we continuously invest in Talent Management & Training and Development programmes to help them excel professionally and achieve success in their chosen career. Emiratization is a key strategic objective at Emirates Islamic. We provide training to talented, young Emaratis under dedicated programmes that shape their ambition, passion & commitment and guide them to become the future leaders of the organization as well as the overall financial sector. We are driven by our values of Innovation, Customer Service, Ambition & Ownership and are always looking for talent to add to our diverse work environment comprising of over 60 nationalities.
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