Investment Advisor

Job description / Role

Reporting to the Head of PB you will:

• Recommend Investment Advice to HNW Clients to increase revenues and market share.
• Recommend Investment Plans and high-level professional services to Management based on Client's objectives, time horizon and risk tolerances.
• Review and implement wide variety of Financial Solutions tailored to meet HNW Client's personal requirements with various Benefits and Exclusive Offers.
• Classify, grow and retain HNW Clients/Segments to develop new business, expand existing business and establish exceptional relationships opportunities.
• Emphasize building long-term relationships with HNWI’s, their Families, Family Offices and Foundations by understanding their goals and monitoring their Accounts and progress.
• Analyze HNW Clients and Segment changes in Wealth and Life Circumstances, Economic Changes, and Risk Tolerance to identify new opportunities to provide Financial and Investment Solutions.
• Periodically meet with Client to re-evaluate Client situation and adjust if necessary.
• Utilize a wide variety of Investment Vehicles including Advisory Services.
• Network with Local Professionals and be involved in the Community.
• Maintain level of expertise in Financial Markets and Economic Conditions.
• Establish professional relationship with the Private Bankers and ensure they have strong knowledge of Financial Products

Requirements

• Bachelor’s Degree – Masters/CA/CFA/CMA/CIMA etc would be a plus
• Kuwaitis preferred, however we are open to other Nationalities with relevant strong experience in the same field
• Minimum 6 years of relevant Investments experience in the GCC Region with reputable Banks.
• Good communication skills, bilingual English and Arabic. (Arabic language is a must).

Competitive Tax Free Salary negotiable plus Bonus and Medicals, Life Insurance and Air Tickets.

If suitable and interested in this excellent opportunity, please forward updated CV’s in word.doc format for review. Alternatively, should you know anyone suitable and interested, please kindly refer across. Shortlisted candidates will be contacted within 5-7 working days.

About the Company

Global Bankers Search & Selection Ltd provides specialist recruitment services to Clients in the Banking and Financial Services sector. We work with a diverse range of Organisations and have an excellent track-record of identifying and attracting high-calibre, mid senior executive level Candidates based globally for Permanent, Interim and Contract positions. We also offer a comprehensive, bespoke Search and Selection and Mapping Service.

Our Consultants are experienced professionals with an in-depth knowledge of the industry, so they fully understand the kinds of challenges you face. Our searches span the UK / GCC / MENA / Far East / Asia Pacific Regions. Our network of contacts includes talented professionals within, but not limited to, the following specialisms:

     Finance & Accounting
     Investment Banking / Investment Management
     Retail Banking
     Islamic Banking
     Corporate & Commercial Banking
     Private Banking & Wealth Management 
     Treasury 
     IT into Finance
     HR into Banking & Finance
     Mortgage & Secured Loans Brokerages 
     Lenders & Packagers