lead portfolio manager

Fusion People Ltd

<p><strong>Lead Portfolio Manager</strong></p> <p><em>Two roles</em></p> <ul> <li><strong>1 Bristol Based</strong></li><li><strong>1 Swindon Based </strong></li></ul> <p><strong>Rail Client</strong></p> <p><strong>Contract length - 6-months</strong></p> <p><strong>Rate - £440 / day Umbrella OR £324.17 / day PAYE</strong></p> <p><strong>IR35 Determination - INSIDE</strong></p> <p>A Lead Portfolio Manager is required to join a Rail Client on a 6-month contract in Bristol and Swindon. As a Lead Portfolio Manager, you will be responsible for leading the development and management of the output specification, procurement and assurance reviews for the assigned projects within the Portfolio in a safe and environmentally friendly manner to cost, time and quality in line with Legislation, Company Standards, procedures, corporate governance and the Project Acceleration in a Controlled Environment (PACE) Framework. Responsibilities include managing NEC forms of contracts, integrating works between all parties, filing AMP/H&S documents, with a large element of the role initially involving ensuring requirements comply with H&S requirements and the Safety Management system, and later involving the application of the CSM, interoperability regulations, and product acceptance.</p> <p>  Fusion People are committed to promoting equal opportunities to people regardless of age, gender, religion, belief, race, sexuality or disability. We operate as an employment agency and employment business. You'll find a wide selection of vacancies on our website.</p>

Lead Portfolio Manager

PayTech Group

<div>
 <strong>
  Job Title
 </strong>
 : Active Portfolio Manager
 <br/>
 <br/>
 <strong>
  Term
 </strong>
 : 12 months
 <br/>
 <br/>
 <strong>
  Location
 </strong>
 : Kuwait (on-site)
 <br/>
 <br/>
 <strong>
  Division
 </strong>
 : Cards
 <br/>
 <br/>
 <strong>
  Reports
 </strong>
 <strong>
  to
 </strong>
 : TBC
 <br/>
 <br/>
 <strong>
  PURPOSE OF THE PROJECT
  <br/>
  <br/>
 </strong>
 We are seeking a highly motivated and skilled manager to serve as a dedicated resource for the one of the biggest banks in Kuwait. This role will focus on Active Portfolio Management, driving strategic campaigns to enhance cardholder acquisition and engagement. The resource will play a pivotal role in planning, executing, and optimising portfolio campaigns, while ensuring seamless coordination between the bank and key stakeholders.
 <br/>
 <br/>
 <strong>
  Core Responsibilities and Accountabilities:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Plan, launch, and execute portfolio campaigns aimed at increasing card acquisition and cardholders spend
  </li>
  <li>
   Conduct regular reviews and assessments of campaign effectiveness to ensure delivery of business objectives
  </li>
  <li>
   Collaborate with key teams across Marketing, Product, Analytics, and Operations to ensure smooth implementation
  </li>
  <li>
   Act as the central point of contact to track progress and address bottlenecks
  </li>
  <li>
   Track campaign KPIs and performance metrics on an ongoing basis
  </li>
  <li>
   Provide actionable insights and recommendations to maximize ROI and portfolio growth
  </li>
  <li>
   Facilitate knowledge sharing with the required teams to build internal portfolio management capabilities
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Knowledge and Experience:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   4-6 years of experience in portfolio management, marketing campaign management, and/ or financial services
  </li>
  <li>
   Previous exposure to credit cards, payments, or banking industries preferred
  </li>
  <li>
   Experience managing multiple strategic initiatives or projects simultaneously
  </li>
  <li>
   The ability to influence decisions, present portfolio updates, and ensure alignment across business units
  </li>
  <li>
   Previous experience in using data to make recommendations, optimize portfolio value, and mitigate risks
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Mandatory Skills:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong project management and organizational skills
  </li>
  <li>
   Analytical mindset with the ability to interpret campaign data and drive actionable insights
  </li>
  <li>
   Excellent communication and stakeholder management skills
  </li>
  <li>
   Proficiency in MS Excel, PowerPoint, and reporting tools
  </li>
  <li>
   Ability to work in a fast-paced environment, with flexibility to adapt to changing priorities
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Preferred Skills:
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Bachelors degree in Business, Marketing, Finance, or related field (MBA is a plus)
  </li>
  <li>
   The ability to anticipate market trends, identify growth opportunities, and align portfolio decisions
  </li>
  <li>
   Experience with budgeting, forecasting, and assessing risks to optimize portfolio value and ensure profitable outcomes
   <br/>
  </li>
 </ul>
</div>


Active Portfolio Manager

Outsized

<div>
 <p>
  <strong>
   Who are we?
  </strong>
 </p>
 <p>
  Outsized is a high-growth, well-funded disruptor in the fast-evolving talent economy. We focus on full-time contracts (remote or onsite), typically between 1&ndash;12 months. We help our talent upskill so they have better chances of landing their dream projects and charging fair rates. Outsized members also have access to an exclusive Community where they can connect with peers and experts, take part in live events, and find project collaborators.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Who are we looking for?
  </strong>
 </p>
 <p>
  Our client a Global Payments Firm is currently carrying out a project for a Leading Bank in Kuwait. To support with this, our client is looking to onboard a
  <strong>
   Card Portfolio Manager
  </strong>
  to join their team.
 </p>
 <p>
  This individual would be required to enhance customer acquisition, engagement, and retention through targeted, data-informed lifecycle marketing strategies that optimize card portfolio performance and align with business objectives.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Responsibilities:
  </strong>
 </p>
 <ul>
  <li>
   Analyze debit and credit card portfolio performance across acquisition, activation, usage, and retention metrics.
  </li>
  <li>
   Identify and recommend targeted campaigns to drive spend, reduce attrition, and increase customer engagement
  </li>
  <li>
   Collaborate with Product and Marketing teams to design and launch lifecycle campaigns.
  </li>
  <li>
   Monitor campaign performance and provide actionable insights for continuous improvement.
  </li>
  <li>
   Conduct competitive benchmarking and market analysis to inform strategy.
  </li>
  <li>
   Prepare and present regular portfolio performance reports to senior stakeholders.
  </li>
  <li>
   Ensure compliance with internal risk policies.
  </li>
  <li>
   Develop and execute multi-channel lifecycle marketing campaigns (email, mobile, digital, direct mail).
  </li>
  <li>
   Partner with cross-functional teams (Product, Risk, Compliance, Legal) to ensure campaign alignment and governance.
  </li>
  <li>
   Continuously test, measure, and optimize campaign effectiveness using A/B testing and performance analytics.
  </li>
  <li>
   KPI: Increase in card activation and usage rates, Reduction in customer attrition, Campaign ROI and conversion rates, Customer engagement metrics (e.g., open/click rates, spend lift) ,Compliance and audit adherence.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Skills &amp; Qualifications:
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree in Marketing, Business, Economics, or related field
  </li>
  <li>
   Experience in financial services, preferably in cards or payments
  </li>
  <li>
   Strong analytical and storytelling skills using data
  </li>
  <li>
   Understanding of customer segmentation and personalization strategies
  </li>
  <li>
   Familiarity with marketing automation platforms (e.g., Salesforce Marketing Cloud, Adobe Campaign)
  </li>
  <li>
   Proven experience in card portfolio performance analysis
  </li>
  <li>
   Strong understanding of customer lifecycle marketing (Cards)
  </li>
  <li>
   Proficiency in both English and Arabic is preferred
  </li>
  <li>
   Proficiency in SQL, Excel, and data visualization tools (e.g., Tableau, Power BI)
  </li>
  <li>
   Campaign performance tracking &amp; reporting
  </li>
  <li>
   Stakeholder communication and presentation
  </li>
  <li>
   Regulatory awareness in financial marketing
  </li>
  <li>
   Project management and cross-functional collaboration
  </li>
 </ul>
</div>


Card Portfolio Manager

The Emirates Group

<div><h5 class="jobSectionHeader"><b>Job Purpose
</b></h5><p>At Emirates we believe in connecting the world to and through our global hub in Dubai and in constantly innovating to ensure our customers Fly Better Emirates Group IT thrives on the dynamic nature of technology Being pioneers in aviation innovation were always at the forefront pushing boundaries Were on the lookout for exceptional IT professionals to fortify our position as leaders in the industry Embark on a journey with the worlds largest international airline and become a vital part of our cutting edge information and technology team as an IT Portfolio Lead Emiratisation.<br>
</p><p></p><br>
<p>Join our Agile Delivery team on a mission to create technology solutions that enhance customer experience and drive revenue growth. We focus on leveraging agile methodologies to deliver innovative and secure technology quickly and efficiently. If you are passionate about delivering value, embracing agility, and leading projects in a dynamic environment, we invite you to apply and become a key player in our journey to drive the success at Emirates Group.<br>
</p><p></p><br>
<p>As an IT Portfolio Lead Emiratisation you will design and implement consistent PMO best practices for portfolios and programmes which enable successful and timely delivery of ITs commitments to the business within cost Implement and uphold overall funding governance monitor and track portfolio performance and provide data driven insights to stakeholders to make correct investment decisions Design and implement portfolio programme and project level reporting for senior management and provide necessary support on tools and process training coaching mentoring and quality assurance This role is also involved with the chapters improvement initiatives and definition of processes that ensures alignment to the organisations standards and strategic objectives While the organisation gradually matures into the new ways of working this role would lead the change by continuously upgrading the processes and frameworks to facilitate the changing Portfolio landscape.
</p><ul><li>Drive a change in the ways of working through building strong relationships and networks with managers, executives and other key stakeholders to transform the traditional PMO to an Agile PMO, and lead the move to objective milestones and Lean-Agile budgeting.
</li></ul><ul><li>Act as a communication and advisory liaison regarding strategy and ensure strong collaboration and partnership between PMO and Product Portfolio Managers and Business Partners in delivering the promises made to the business. Serve as central point of contact for assigned internal and external communications.
</li><li>Develop and implement a consistent PMO methodology and approach for maintaining schedule, resources, budget and metrics for managing project performance to defined goals. This includes driving consistent processes and practices being adopted and championed across the Portfolio.
</li><li>Actively contribute toward helping define and achieve the agreed objectives and key results for PMO and Technical Product Portfolio and Delivery Management capability. Measure overall project performance using appropriate tools and techniques. Ensure project status reports, schedules, costs, resources, issues and risks are tracked accurately and according to standard.
</li><li>Manage project change in accordance with the Project Management Office change management process governance guidelines to control scope, quality, schedule, cost, benefits, and contracts.
</li><li>Drive transparency by enabling faster and informed decision making through higher visibility of data and data-driven insights. This would include accurate and timely reporting of investment performance, timely and accurate communications (e.g. guidelines, governance decisions / process) to stakeholders.
</li><li>Continuously work on the implementation and improvement of tools, supporting processes in conjunction with the new ways of working and implementing lean and agile governance.
</li><li>Play an active role in the preparation of the annual budget and the capacity plans and tracking expenditure and recovery of costs on an on-going basis.
</li></ul><h5 class="jobSectionHeader"><b>Qualification
</b></h5><p><b>To be considered for the role, you must meet the below requirements:
</b></p><ul><li>Degree in Information technology (12+3 or equivalent) and 5+ years experience within IT.
</li><li>Minimum of 5+ years portfolio/programme management office supporting CMMi for traditional and SAFe (or equivalent framework) for Lean delivery models.
</li><li>PMO experience in supporting the delivery of business IT solutions with financial governance and tracking the delivery of tangible value.
</li><li>Demonstrated experience in supporting Stakeholder and Project team management at various levels of seniority.
</li><li>Knowledge of project management practices (such as Project Management Institute) is preferred.
</li><li>Excellent customer service skills and ability to coach a team of support staff.
</li><li>Strong communication skills in both written and spoken English, negotiation skills, and ability to interact with all levels in the organisation.
</li><li>Strong analytical abilities and computer literacy skills.
</li><li>Project management, methods &amp; tools like Planview, JIRA, relationship management, people management, business change management and process improvement skills.
</li><li>Knowledgeable in MS Office Applications is required.
</li></ul><p>Emirates Group, is an international organisation with employees from over 170 nationalities, we encourage applications from across the globe. Your application journey begins by applying via the Emirates Group Careers website. Please ensure your CV is up to date for our talent acquisition team to review your profile. If you meet the criteria of the role, you will then be invited to complete a HireVue video interview, to share more about your experience and your career aspirations. If you are shortlisted, you will then be invited to interview with our hiring managers. If you are successful, your recruiter will reach out to you with an offer and then our Onboarding team will ensure a smooth transition to your new role at Emirates Group.
</p><h5 class="jobSectionHeader"><b>Salary &amp; benefits
</b></h5><p>Join us in Dubai and enjoy an attractive tax-free salary and travel benefits that are exclusive to our industry, including discounts on flights and hotel stays around the world. Find out what it&rsquo;s like to live and work in our fast-paced, cosmopolitan home city in the Dubai Lifestyle section of our website www.emirates.com/careers .</p></div>

IT Portfolio Lead

Alzheimer's Research UK

<p></p><div><div><div><div><div><div><div><div><div><div>Salary</div><b>
Circa &pound;44,000 per annum
</b></div></div><div><div><div>Contract type</div><b>
Permanent
</b></div></div><div><div><div>Location</div><b>
Great Abington, Cambridge CB21 6AD (Agile; approximately 2 days a week from our office)
</b></div></div></div></div><div><div><div><div><div>Published</div>
<p><b>in 6 hours</b></p></div></div><p></p><div><div><br>
</div>
 </div></div></div><div></div><div><div><div><i>This is a </i><i>permanent</i><i>, </i><i>, full time</i><i> vacancy</i><i>.
</i></div></div></div><div><div><div><div><b>The Vacancy</b></div><b>
</b></div></div><div><div><div><p>The Clinical Portfolio Manager will work closely with the Head of Clinical Research to pioneer and advance our new clinical research programme. This role is vital in advancing Alzheimer&rsquo;s Research UK&rsquo;s research objectives and organisational strategy and will be key to delivering impact for people affected by dementia. The Clinical Portfolio Manager will manage the development and monitoring of our clinical research portfolio working collaboratively as appropriate with external stakeholders and various departments across the organisation, including the wider Research, Fundraising and Policy, Communications and Involvement Teams.</p><p>
This role sits within the Clinical Research team in the Research Directorate, an ambitious, proactive and growing team that is driving forward initiatives to bring more clinical trials to the UK for people living with dementia. With the first generation of disease modifying treatments recently approved, this is an exceptional opportunity for an individual with strong research programme management experience who understands the clinical research environment in the UK, to contribute to groundbreaking work in dementia research, aligning with and advancing on the Government's investment initiatives in the Dame Barbara Windsor Dementia Goals.</p><p></p><p><b><br>
MAIN DUTIES &amp; RESPONSIBILITIES:</b></p><p><b>
Clinical Research Portfolio Development</b></p><ul>
<li>Manage the development of ARUK&rsquo;s clinical research portfolio, including funded trials, sub-studies, and Clinical Fellowships</li>
<li>Act as the key point of contact for potential clinical research applicants, liaising with our clinical advisors to provide advice regarding strategic alignment and pre-application feedback on potential proposals</li>
<li>Work closely with the Research Involvement Manager and Clinical Research Manager to integrate best practices in patient involvement and co-production to ensure ARUK funded clinical research is relevant for and supported by people affected by dementia</li>
<li>Support the Research Funding team with the grant review process for clinical proposals to ensure appropriate Clinical Committee reviewer allocations, meeting logistics, paperwork, minutes, and committee feedback</li>
<li>Contribute to the ongoing development of the Clinical Committee, supporting the Research Funding team with identifying appropriate members, facilitating committee discussions and implement advised strategies to ensure expert insight and support for the clinical research programme</li>
<li>Maintain up-to-date knowledge of global developments in dementia clinical research and collaborate in mapping the clinical research ecosystem, identifying gaps in funding to support the development of potential clinical research funding opportunities aligned with ARUK&rsquo;s strategy</li></ul><p></p><p><b><br>
Clinical Research Portfolio Oversight</b></p><ul>
<li>Oversee the progress monitoring of key clinical research projects, tracking milestones, managing potential risks, and keeping partners updated where applicable, working with the Research Funding team to ensure invoices are managed accordingly</li>
<li>Work with the Senior Clinical Programmes Operations Officer to maintain the programme tracker and Salesforce records, ensuring conversations and updates are captured</li>
<li>Support internal reporting mechanisms, providing timely updates to the Senior Leadership Team and preparation of papers and briefings for relevant meetings, including the Clinical Committee and Scientific Advisory Board</li>
<li>Work with the Evidence Manager to monitor the clinical research portfolio against key performance indicators and evaluate the impact of ARUK clinical research funding to inform future clinical grant calls</li></ul><p></p><p><b><br>
Stakeholder Engagement &amp; Collaboration</b></p><ul>
<li>Play a pivotal role in fostering and nurturing relationships with clinical leaders and research funders in the UK to build the profile of ARUK&rsquo;s clinical research programme and help us to accelerate research towards a cure</li>
<li>Work closely with our Research Partnerships manager to maintain and build partnerships that further the clinical research programme&rsquo;s objectives</li>
<li>Support the Head of Clinical Research in enhancing ARUK&rsquo;s external profile through active participation in meetings and collaborations with key stakeholders</li>
Ensure appropriate information-sharing between internal stakeholders including Research, Fundraising, Finance, Policy, Communications, and Involvement teams<br>
<li>
</li></ul><p><b>WHAT WE ARE LOOKING FOR:</b></p><ul>
<li>Degree (or equivalent) in relevant biomedical science</li>
<li>Proven experience managing large programmes of work, preferably in the healthcare, research or charity sector</li>
<li>Strong project management skills, with experience managing multiple priorities, overseeing budgets and identifying risks</li>
<li>Ability to collaborate effectively with stakeholder groups and build strong, effective and productive relationships</li>
<li>Experience defining programme requirements and using data and metrics to determine improvements</li>
<li>Understanding of drug development and clinical research</li>
<li>Demonstrable commitment to collaborative and inclusive working.</li>
<li>Commitment to ARUK&rsquo;s vision, mission and values</li>
<li>Good analytical skills demonstrated by a structured and methodical approach</li>
<li>Excellent eye for detail with a focus on continuous improvement</li>
<li>Strong communication skills both oral and written with the ability to convey complex information to diverse audiences</li>
<li>Excellent time management skills and ability to multi-task, prioritise competing demands</li>
<li>Collaborative approach with ability to build strong relationships with a range of stakeholders</li>
<li>Ability to manage a varied workload and prioritise tasks, work under pressure and meet deadlines</li>
<li>Ability to use own initiative, with a proactive and problem-solving attitude</li>
<li>Willingness to travel, including occasional overnight travel</li>
<li>Good IT skills.</li></ul><p></p><p><br>
The closing date for applications is the<b> 30th November 2025</b>, with interviews being arrange once shortlisting has been completed. Please indicate in your covering letter if you are unable to attend an interview on a certain date. We would encourage you to submit your application at the earliest opportunity, as on occasion we may have to bring forward the interview date and/or the closing date based on the needs of the business. Although a possibility, this will only happen in exceptional circumstances. Please indicate in your covering letter if you are unable to attend an interview on a certain date.</p>
</div></div></div><div></div><div><div><div><div><div><b>The Charity</b></div><b>
</b></div></div></div></div><div><div><div><div><div><p>Alzheimer's Research UK is the UK's leading dementia research charity. Our mission is to accelerate progress towards a cure. Today 1 in 2 people will be impacted by dementia, either through caring for a loved one, developing it themselves or tragically both. But there is hope.</p><p>
There has never been a more important and exciting time in dementia research. With promising new drugs in clinical trials that slow the progression of the diseases that cause it, and revolutionary new ways to diagnose them on the horizon, we are now at a tipping point. Working with the smartest minds globally and across the UK, with industry and academia, Alzheimer&rsquo;s Research UK is uniquely placed to invest in the very best research identifying barriers to a cure and knocking them down so that there are more and better treatments for everyone with dementia. For the first time in history, we can see a future where people with dementia can get a swift and accurate diagnosis, and effective treatments that could slow or even stop their disease. We stand for everyone affected by dementia. We stand for a cure.</p><p><b>
We value diversity and are committed to creating an inclusive culture where everyone can be themselves and reach their full potential. We actively encourage applications from people of all backgrounds and cultures, in particular those from ethnic minority backgrounds who are currently under-represented. Any offer of employment is however subject to you having the right to work in the UK.</b></p>
</div></div></div></div></div><div></div><div><div><div><div><div><b>The Benefits</b></div><b>
</b></div></div></div></div><div><div><div><div><div><p>It is important to offer a range of benefits which are designed to meet both the organisational and individual needs, are market competitive and designed to attract and retain employees.</p><br>
<p></p>
</div></div></div></div></div><div></div><div><div><div><div><div><div><div><p><b>Holiday entitlement</b></p>
</div><div></div><div><p><b>Healthcare</b></p>
</div><div></div><div><p><b>Sick pay</b></p>
</div><div></div><div><p><b>Pension</b></p>
</div></div></div></div></div></div></div><div></div><div><div><div><div><div><div><div><p><b>Cycle to work scheme</b></p>
</div><div></div><div><p><b>Family friendly policies</b></p>
</div><div></div><div><p><b>Learning &amp; development</b></p></div></div></div></div></div></div></div></div></div></div></div></div></div><p></p>

Clinical Portfolio Manager

National Bank of Fujairah

Job Purpose <p>Portfolio management and product analysis, managing and focusing on funds and investments, Lead the Investment Solutions team with Client coverage, Investment advisory, Investment Management, Product management, and strategic planning functions.</p> Key Accountabilities Leadership and Strategic Planning <ul> <li>Devise a vision and long-term strategy to grow the investment solutions business into a key offering and establish and maintain the core investment philosophy and customer experience values.</li> <li>Lead a team of investment professionals that represent NBF's investment solutions principles and values set forth in the strategy and vision. And to strive to develop team capabilities, meet Emiratization targets and foster an environment that supports innovation, career development, and high performance.</li> <li>Collaborate with senior management, segment heads, and other stakeholders to set the appropriate strategies, lead initiatives to commercialize investment solutions, and develop the necessary infrastructure across all functions of the business. Then regularly provide updates to stakeholders to receive feedback and discuss opportunities.</li> <li>Set the appropriate budget, targets, and KPIs of the unit in line with the overall Department budget and KPIs.</li> <li>Position the bank in the market place as a responsible provider of investment products and solutions, while keeping in line with the Bank's overall positioning and segment focused strategy. This will enhance fee income generation and increase client cross sell and stickiness.</li> <li>Work interdependently, collaboratively, and effectively with other bank departments and teams to maximise business opportunities, and raise overall Bank Brand equity.</li> </ul> Investment Management <ul> <li>Monitor the performance of the investment solutions offering versus the benchmarks and ensure alignment to the targeted risk/return objectives.</li> <li>Monitor the efficient and effective implementation of strategy, policies, guidelines, procedures and compliance for the different areas of IM department functions to ensure adherence to regulatory requirements, compliance, internal and external audit, industry codes of conduct and the bank's overall risk appetite.</li> <li>Prepare customized investment proposals for clients based on need analysis, suitability, and risk reward profiles.</li> <li>Continuously research the market, engage with asset managers, and conduct due diligence on existing and potential investment solutions.</li> <li>Provide specialised product support through the specialised IM team to the client coverage teams in the various segments for effective delivery of investment solutions.</li> </ul> Product Management <ul> <li>Oversee the product management cycle from idea generation, infrastructure setup, execution, and post-transaction monitoring.</li> <li>Set the appropriate SOPs and processes to ensure smooth transactions and work flow of the department and strive to reduce operational difficulties.</li> <li>Collaborate with the Marketing team to initiate marketing campaigns to enhance the investment solutions product visibility and brand.</li> </ul> Client Coverage <ul> <li>Lead the investment solutions placement by actively working with Business units and segment heads to set forth commercialization strategies and identify potential opportunities and leads.</li> <li>Directly engage with HNWI and Corporate clients to manage the investment advisory relation and conduct portfolio reviews and portfolio strategy updates when required.</li> <li>Develop the internal placement capabilities of the RMs by conducting the required training to help RMs identify and qualify leads for investment solutions. Conduct regular Investment / Product trainings to provide product knowledge to RMs across segments to improve potential business.</li> <li>Deliver seminars and webinars to external customer to increase financial awareness and position NBF as thought leaders in the market.</li> <li>Lead initiatives to enhance and maintain a satisfactory customer experience throughout the client journey from onboarding to post transaction reporting and explore digitalization possibilities where applicable.</li> </ul> Staff Management <ul> <li>Manage HR issues with the team (escalate to HoTS when necessary).</li> <li>Support, develop and grow staff through training, coaching and mentoring.</li> <li>Follow a fair and time bound performance management process.</li> <li>Maintain and grow emiratization in the department.</li> </ul> Governance and Compliance <ul> <li>Ensure compliance with internal and external regulatory and compliance requirements, while always exercising high degree of fiduciary responsibility.</li> </ul> Job Context <p>The role is to lead the investment solutions unit and manage all aspects related to the investment offering and managing the team that handles all the business aspects. It involves working closely with segments heads to devise the appropriate strategies for commercialization of the investment solutions across their coverage teams and business units. Then working with the coverage teams and units to identify and qualify prospective clients for cross selling investment products and solutions. The role requires having solid investment knowledge and research capabilities to be able to screen, manage, and advise on investment solutions. The role also requires understanding of NBF's internal infrastructure supporting the investment offering to be able to lead product management initiatives, resolve any outstanding issues and develop workflows and processes.</p> Education <p>University degree as a minimum is a prerequisite. Financial planning and other related professional certifications a plus.</p> Experience and Skills <p>Professional Qualifications: An ideal candidate should have following qualifications</p> <ul> <li>CISI certification: International Certification on Wealth & Investments management, Global Securities, Risk in Financial Services, UAE Financial Rules and Regulations.</li> <li>Or a CFA qualification.</li> </ul> <p>Work Experience: Minimum 8 years of experience in senior investment advisor or wealth management capacity that has performed a financial planning or investment advisory role with the ability to manage a multi cultural client portfolio.</p> <ul> <li>Expert in financial markets, strategic asset allocation, and investment advisory.</li> <li>Proven track record in meeting set financial goals.</li> <li>Strong knowledge in operations matters related to investment management.</li> <li>Capable of managing a team of wealth managers or investment advisors.</li> <li>Experience of operating in the UAE or the region is a big advantage.</li> </ul> <p>Personal Attributes:</p> <ul> <li>Ability to manage and lead a team to deliver the expected KPIs and objectives.</li> <li>Commercial mindset, ability to plan and organize work and extract commercial value from relationships.</li> <li>Ability to analyze situations, resolve problems, and overcome challenges through critical thinking and effective problem solving.</li> <li>Balanced personality, able to qualify clients, understand and translate their financial objectives into appropriate solutions.</li> <li>Strong Communication / Presentation skills, ability to advice and communicate investment information in a form that is understandable by the recipient.</li> <li>Languages English & Arabic.</li> <li>Integrity, transparency, ability to fully assume fiduciary duty of care.</li> </ul> Technical Competencies <ul> <li>Credit Risk Analysis- Investment Management- Advanced Financial portfolio management- Investment Management- Advanced Governance, Compliance and Audit- Investment Management- Advanced Product Knowledge- Investment Management- Expert Relationship Management- Investment Management- Advanced Business Development- Investment Management- Advanced Communication & Collaboration-Advanced Information & Data Literacy-Expert</li> </ul> Behavioural Competencies <ul> <li>Change and Innovation - Advanced Communication - Advanced Delivering Value - Advanced Empowering and developing self and others - Advanced Evaluating and Solving Challenges - Advanced Results Orientation - Advanced Vision and Strategy - Advanced Working and collaborating with others - Advanced</li> </ul>

Sr. Manager - Portfolio Management

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