عربي

الصفحة الرئيسية وظائف في الكويت وظائف في الكويت وظائف مدير استثمار في الكويت مدير الاستثمار

مدير الاستثمار

Gulf Bank

Posted on March 11, 2020

3 - 8 سنوات الكويت - الكويت

بكالوريوس في إدارة الأعمال (الإدارة). أي جنسية

عدد الشواغر 01

الوصف الوظيفي

ايميل الوظيفة
تم إرسال البريد الإلكتروني بنجاح.


Sales
Process: Present Investment alternatives to clients and staff; guide them
on the features of products; explain and resolve customer issues related to
product.
• Provide face-to-face personal investment guidance on personal
assets.
• Offer investment education to existing and potential clients by
providing investment consultations.
• Develop depth of understanding across the RM population
b)Product
& Market Brief: Roll
out internal and external product and investment market briefings ensuring all
stakeholders are kept abreast of developments, trends and relevant updates.
Ensure feedback and ideas for content / format are continuously fed back to the
Investments Team.
c)Sales
Target : Deliver sales of products and services and meet team sales
targets. Ensure right products are offered to right customers through matching
lifestyle goals / risk profiles with products.
Execute the level of activity necessary so that the team can achieve
sales goals
d)New
business: Implement
marketing and sales programs to acquire new business in order to increase the
market share and cross sell for consumer banking.
• Develop networks for new business opportunities
• Build excellent working relationships with internal clients
• Identify new business opportunities within existing client
portfolios
e)Client
management: Manage and communicate with designated
clients to ensure they receive the appropriate customer service and their
issues are addressed fully and promptly.
Client interface is in the form of joint fieldwork together with the
relevant RMs.
• Support leads from branch staff for cross selling investment
products and services.
• Meet with clients and guide
them on investment strategies, taking into account a client's needs.
• Evaluate a client's
financial data or investment objectives and provide guidance based on the
client's risk profile and personal financial statements.
• Complete product placement packs on behalf of clients.
f)Client feedback : Execute client
feedback program and analyze customer satisfaction to ensure plans, service and
products can be modified
• Support investment reviews with clients to validate the clients'
current investment choices


مالية / الخزينة

ملخص المرشح المطلوب

*
a) Education
/ Qualifications:
Bachelor s degree in
banking/Management/Finance/investment analysis.
b) Knowledge:
Sound knowledge of portfolio management, Investment Analysis and various
Investments products
c) Experience:
5 - 8 Years in Banking with minimum of 3
Years in managing client portfolios (priority / private banking environment).
d)
Accreditation:
CFA Level I or Claritas.
e)
Generic
& Specific Skills:
• Excellent Communication skills
• Excellent negotiation skills
• Analytical Thinking
• Risk Management orientation
• Bilingual in Arabic & English
• Proficient in IT (MS Office & Banking software)

الكلمات الرئيسية

مدير الاستثمار

ابلاغ عن هذه الوظيفة

تنبيه: نوكري غلف فقط منصّة يجمع بين كل من الباحثين عن عمل و أصحاب العمل. ننصح المتقدمين للوظائف التحقق من شرعية أصحاب العمل المحتملين. نحن لا ندعم أي مطالبات لتحويل الأموال و ننصح بشدة ضد الإفصاح عن اي معلومات شخصية أو مالية.و ننصح أيضا زيارة تحذير أمني للمزيد من المعلومات. إذا تشك في أي غش أو احتيال اتصل بنا على abuse@naukrigulf.com

Gulf Bank


عرض تفاصيل الاتصال

الاتصال

الاسم / التعيين:
-

موقع الكتروني https://gulfbank.taleo.net/careersection/ex/jobdetail.ftl?job=21726&lang=en


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