University degree ideally in Business Administration, with emphasis on Finance or Economics from well reputed universities. Preferably holding a master’s degree in Banking & Finance or Financial Engineering or Portfolio Management. CFA is a plus.
Having 5 to 7 years of relevant experience, in clients’ portfolio management, or an investment role at an Asset Management, Wealth Management, Investment or Private Bank or related as Client Advisor or Senior Private Banker or Portfolio Manager or Asset Manager or related; dealing with High net worth individuals in the MENA region handling Europe and US markets.
Well exposed to multi-asset products, mainly equities, bonds, commodities, and alternative investments.
Will assist a Senior Manager with all the aspects of his relationship with clients, prepare investment proposals for clients, suggest appropriate asset allocations based on client’s risk profile, allocate equities, fixed income and cash equivalent portions of clients' accounts using approved investment strategies, work with investment research teams and implement suitable investment opportunities, and maintain a continuous watch of financial news, reports, digests and financial services. Will manage the company’s existing portfolio of clients.
Strong technical background. Proactive. Delivery orientation and performance drive. Quality concern. Customer focus: eager to answer and solve client concerns. Attention to details. Flexible, open to change. Public speaking. Excellent communication skills (listening, writing, presenting, …). Ideally trilingual (English, Arabic, French).
Interested candidates to email their CVs in Strict Confidentiality to Mrs. Elsa: email@example.com
Only qualifying candidates will be contacted for the position. The remaining CVs will be kept for other opportunities.