Dubai Islamic Bank
Manager - Investment Counsellor
- Permanent
- Dubai, United Arab Emirates
- Experience 5 - 10 yrs
Report job as expired
Job expiry date: 19/07/2025
Job overview
Date posted
04/06/2025
Location
Dubai, United Arab Emirates
Salary
AED Undisclosed per month
Experience
5 - 10 yrs
Seniority
Manager
Qualification
Bachelors degree
Expiration date
19/07/2025
Job description
The Investment Counsellor Manager will support clients in making informed financial decisions by offering personalized investment advice, developing sales strategies, managing portfolios, and recommending suitable products based on market insights and risk profiles. The role involves regular client engagement, portfolio reviews, report writing, investment education, and trade execution support to Relationship Managers (RMs). A strong understanding of financial markets, products, and client relationship management is essential, alongside required certifications.
Required skills
investment strategy
portfolio management
financial analysis
risk assessment
wealth management
market research
client advisory
mutual funds
sukuk analysis
alternative investments
trading support
product development
CFA certification
CISI certification
financial planning
investment reporting
real estate investment
CIIA certification
CQF certification
FRM certification
Key responsibilities
- Promote financial products and evaluate clients' risk profiles through data collection and assessment
- Select potential investments for clients based on risk and return metrics
- Prepare detailed investment reports, identifying issues and proposing strategy alternatives
- Review and update RMs' portfolios, support trade executions on client instruction
- Recommend suitable investment products tailored to clients' needs and goals
- Conduct client meetings to assess financial objectives and investment strategies
- Monitor client portfolio performance to ensure alignment with expected outcomes
- Analyze prospective investment opportunities to assess risks and returns
- Educate clients on a range of investment types including mutual funds, sukuk, and real estate
- Independently assess client needs and propose tailored investment strategies
- Identify new product opportunities to leverage market trends or improve offerings
Experience & skills
- Minimum 3 years' experience with a university certificate or 7 years with a diploma or lower qualification in financial analysis, financial markets, investment, wealth management, or financial planning
- Acceptable alternative qualifications: CFA, AFA, CIP, CIIA, CQF, FRM, ICA
- Mandatory Certifications: CISI UAE Financial Rules and Regulations, CISI International Certificate in Wealth and Investment Management (Level 3)
- Ability to assess and manage investment risk
- Experience with client portfolio management and advisory services
- Strong analytical and reporting skills
- Knowledge of alternative and traditional investment products
