Relationship Manager - JBP Commercial Brokers LLC-Dubai
Dubai -To acquire, grow and deepen Banking relationships through effective relationship management, with special focus on the analysis and satisfaction of customers’ financial and investment needs. Responsibilities: Be responsible for the portfolio of the middle – high net worth customers in Wealth Management Be fully aware of entire product and service range available and keep abreast of market developments, both global as well as local. Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements Build strong relationships with other internal businesses like Mortgages, Cards and SME to establish channels for referrals and cross-selling. Be aware of various onshore and offshore products to be able to provide guidance to customers and the team. Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption Skills Education: Higher Diploma (UAE National) Experience: Relevant experience in wealth management Knowledge of local legal system as applicable to Banking and Local commercial banking practice
Senior Investment Analyst (SVP / VP) - ISNUMERIC DMCC-Dubai
Dubai -Primary Location: United Arab Emirates,Dubai - Education: Bachelor's Degree Job Function: Private Client Product Mgmt Schedule: Full-time Shift: Day Job Employee Status: Regular Travel Time: No Job ID: 19020414 Description SUMMARY: The Global Investment Lab is an integral part of Citi Private Bank’s investments organization, dedicated to delivering comprehensive, analytical and highly customized investment strategies with specific actionable solutions for ultra-high-net-worth relationships. The position has a responsibility for driving results, enabling sales and enhancing the bank’s revenue generating efforts in the EMEA region and will be based in London. Our holistic consultative sales process is designed to create sophisticated implementation plans drawing on the best global thinking and customizing it to the needs of the end client for their particular situation. The strategy adopted by the group is based upon strong teamwork globally and a highly supportive and inclusive attitude towards other colleagues in the Private Bank and across Citi. The senior analyst will have the opportunity to conduct bespoke strategic and tactical asset allocation, portfolio optimization and construction, risk identification, fund and capital market strategies, and statistical modeling. It allows a unique focus on innovation as it is a cornerstone of the Global Investment Lab. The team is responsible for three key areas: Client Analytics (provision of client-specific analytics and recommendations based upon clients' needs and portfolio holdings, covering assets and liabilities) Product Strategy (Articulation of global and regional themes, positioning our solutions offering and strategy development) Business Management (Identifying opportunities for CPB and our clients (segments) through analysis of the book of business, clients' portfolios and markets or product trends). Senior Analysts are expected – together with Bankers and Counsellors - to identify issues, establish the right approach for client analyses and be able to discuss the results directly with clients. He/she will design custom asset allocation, know our “focus list” managers and key products, and communicate clearly to clients the Citi Private Bank views and how to apply them to the client’s portfolio. This position would suit a proactive and energetic analyst with an analytical mindset and ability to communicate complex solutions to clients clearly. PRINCIPAL RESPONSIBILITIES: Analysis and Advice Design customized strategic and tactical asset allocation strategies for clients’ portfolios using proprietary models and tools. Comprehensive investment strategies may be multi-asset class or within a single asset class and can incorporate a client’s total balance sheet and cash flow needs, including their philanthropy goals as well as their generational transfer requirements. Perform in-depth analysis on individual investment products, strategies, and portfolios across asset classes. Perform statistical modeling across asset classes. Collaborate with Private Bankers and Investment Counselors to develop objective, actionable proposals to clients. Interact with clients to present and discuss portfolio analysis and investment proposals. Discuss and educate others – internally and externally - in work topics openly and confidently. Consistent work towards developing innovative solutions, tools and frameworks for global Investments organization. Position relevant CPB’s global and regional themes; Identify opportunities for CPB and our client segments via analysis of the book of business and markets/product trends Other Inclusive investment and portfolio positioning and/or research, liaising with regional and global counterparts across the Private Bank and Citi as a whole. Participate in the development, education and rollout of global initiatives, analytical tools and methods. Consistently follow and support regulatory policies. Some regional travel required. Qualifications EXPERIENCE AND QUALIFICATIONS: Advanced knowledge of Modern Portfolio Theory, asset allocation techniques, portfolio simulation, risk analytics, financial markets and investment strategies. # Knowledge of Capital Markets and Managed Investment products including derivatives and alternative investments. Familiarity with financial modelling (including Monte Carlo simulation, optimization, and regression) and statistical analysis tools. Strong written / verbal / proposal communication skills. Expertise in Microsoft Excel and PowerPoint Python and Matlab skills would be an added advantage Soft skills include a can-do attitude, sense of ownership and a team-player approach. Education: BA or BSc and beyond Strong Business English skills required Desirable: Any additional languages Previous investments experience with high and ultra-high net worth individuals CFA, CAIA, FRM designation or progress towards these Knowledge of credit products, lendable values or Investment Finance Exceptional candidates who do not meet these criteria may be considered for the role provided they have the necessary skills and experience. Valuing Diversity: Demonstrates an appreciation of a diverse workforce. Appreciates differences in style or perspective and uses differences to add value to decisions or actions and organisational success. Citi is an Equal Opportunities Employer
Relationship Manager - -Dubai
Dubai -To acquire, grow and deepen Banking relationships through effective relationship management, with special focus on the analysis and satisfaction of customers’ financial and investment needs. Responsibilities: Be responsible for the portfolio of the middle – high net worth customers in Wealth Management Be fully aware of entire product and service range available and keep abreast of market developments, both global as well as local. Ensure that the business is booked as per laid down procedures and guidelines and due diligence is carried out with respect to money laundering and other regulatory requirements Build strong relationships with other internal businesses like Mortgages, Cards and SME to establish channels for referrals and cross-selling. Be aware of various onshore and offshore products to be able to provide guidance to customers and the team. Maintain awareness of the department's Business Continuity Plan and undertake appropriate training to ensure correct action is taken in the event of an incident or disruption Skills Education: Higher Diploma (UAE National) Experience: Relevant experience in wealth management Knowledge of local legal system as applicable to Banking and Local commercial banking practice