Senior Investment Specialist – Private Banking
Mashreq
Job description
About the role
The Senior Investment Specialist supports High Net Worth and Ultra‑High Net Worth clients and family offices by delivering sophisticated investment solutions across multiple asset classes. Working closely with senior private bankers, the role combines deep product expertise, market insight and sales enablement to grow assets under management.
Key responsibilities
- Partner with senior private bankers to identify opportunities, structure tailored solutions and present investment ideas to clients.
- Maintain expertise across Fixed Income, Equities, Mutual Funds, Structured Products, Alternatives and Discretionary Portfolio Mandates.
- Monitor global and regional markets, generate actionable trade ideas and disseminate regular market updates.
- Drive growth in AUM and investment revenue by converting ideas into executed trades and increasing product penetration.
- Ensure all investment activities comply with internal governance, suitability standards and regulatory obligations.
Required profile
- Strong understanding of portfolio construction, asset allocation, risk diversification and performance attribution.
- Deep knowledge of global financial markets, macro‑economic drivers and cross‑asset relationships.
- Excellent communication and presentation skills to convey complex market concepts to clients and bankers.
- Commercial mindset focused on AUM growth, client satisfaction and compliance.
- Professional certifications such as CFA, FRM or CAIA preferred.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United Arab Emirates.
Salaries by job title
Apply in 30 seconds
Enter your email to apply. An account will be created automatically.
By continuing, you accept our terms of use.
Already have an account? Login
A question about this job?
Ask it here: you will get the full job summary by e-mail, right away.
Published 2 weeks ago
Expires 1 month from now
18 views · 0 interested
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
Mashreq