Responsibilities:
- Analyze/monitor on a regular basis the funds offered to our clients and update the private bankers on the status/outlook on these investment products.
- Work on various financial models and systems (Pertrac, Bloomberg) to aid in the function of portfolio management.
- Assess clients investment objectives/constraints and prepare investment proposals/reviews accordingly.
- Prepare portfolio performance reports on a regular basis as per clients request.
- Ensure compliance with all group policies, rules, regulations and guidelines.
- Bachelors Degree and progressing towards CFA and/or MBA.
- At least 4-5 years of total experience of which at least 2 years must be in a related position with strong knowledge of financial markets and investment products.
- Fluent in Arabic and English.
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