Senior Manager-Investment Products.MGS Private Banking Products
Mashreq Global Services · Bengaluru · onsite · Posted 49d ago
About a minute. You'll make an account on the way through.
About this role
-
To aid the product Management team in structuring the Product Offering and to support in generate new product Investment Ideas across different asset Classes (Fixed Income, Equities, Structured Products, FX and Funds) which will be offered in Private Banking and Mashreq Gold and Business Banking
-
To provide overall support for Wealth Management Activity involving Product Design and Presentations, Process design, data Analysis and Research related to financial Markets.
-
To support Wealth Related Projects which will require a very good understanding of order management and execution, client profiling, Investment suitability and Risk rating investment Products.
-
Work along with Product Specialists to create Promotion materials for various products investment solutions
Dimensions
Operating Budget
Other
Key Result Areas
-
Work on Investment Idea generation and constructing the Investment Product offering. Additionally, supporting the Investment Specialist team in day to day activities which will require a very good understanding of global financial markets and Investment Products.
-
Support Investment Product Sales by working on product presentations and Investment related material in addition to provide support on publications produced by Investment Team
-
Support different ad-hoc Wealth Related projects such as Investment Process, order management, Client suitability and Product Risk rating, system level enhancements
-
Provide support on MIS data and to perform data analysis
-
Liaise with different departments across the Bank (Operation, Treasury, and Technology) for Investment Related Activity.
-
To provide overall support to wealth management team ranging from making sure all material are all update to date , running and maintaining MIS, Investment process and documentation, updating any Investment related material
Operating Environment, Framework and Boundaries, Working Relationships
-
Working relationships:
Internal: Investment and Products Team, Private Banking and Mashreq Gold Team, Operation and Treasury
External: Investment business vendors / partner
Problem Solving-
Analytical thinking, deductive logic and educative judgment required.
-
Thorough understanding of Mashreqbank s policies and procedures in addition to sound knowledge of regulatory, operational and compliance requirements.
-
Clear understanding of business and Client requirements with close coordination with the Product Team and Investment Advisory team, without losing focus on risk, regulations and control issues.
- Currently pursuing a profession designation such as Chartered Financial Analysis Designation (CFA) or any other Investment Related Designation would be a plus
- Good understanding of Financial Products and Global Financial markets
- Detail oriented and comfortable working in a fast-paced office environment
- Good communication (written and oral) and interpersonal skills
- Able to work independently and in a team environment
- Proficiency in MS Office with expertise in Microsoft Word, PowerPoint and Excel
- High degree of integrity and professionalism.
Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.
Sourced from naukri
Skills
About Mashreq Global Services

Mashreq Global Services
Financial Services
1.7k+
employees
1967
59 years old
Dubai, Dubai
AE
₹11L PA avg
Avg at Mashreq Global Services
About
Industries
Employee ratings
10 reviews
Culture
2.2
Career growth
2.0
Work-life
2.8
Employees rate it well for
Find them on