vice president and portfolio manager

RAKBANK

<div>
 
 
 About the Role:
 
 
 
 The Vice President, Digital Product Owner &ndash; Wealth Management is responsible for accelerating the execution of the Wealth Transformation roadmap and delivering measurable progress against strategic milestones. The role ensures alignment between business strategy and technology delivery, driving client engagement through intuitive and personalized digital wealth experiences. It focuses on enabling advisor productivity, delivering scalable digital solutions, and embedding a culture of agility and innovation. This position reports directly to the EVP &amp; Head of Digital Channels, Personal Banking and plays a critical role in bridging the gap between vision and execution to generate business value through improved client retention, increased AUM, and enhanced digital adoption.
 
 
 
 
 
 
 What You&rsquo;ll Be Doing:
 
 
 <ul>
 <li>
 Accelerate execution of the Wealth Transformation roadmap, delivering measurable progress against strategic milestones.
 </li>
 <li>
 Drive client engagement and satisfaction through intuitive, personalized, and high-impact digital wealth experiences.
 </li>
 <li>
 Increase advisor productivity and enablement by digitizing key workflows and tools.
 </li>
 <li>
 Deliver scalable digital solutions that reduce operational complexity and improve time-to-market.
 </li>
 <li>
 Champion a culture of agility and innovation, embedding customer-centric thinking across squads and stakeholders.
 </li>
 <li>
 Ensure alignment between business strategy and technology delivery, bridging the gap between vision and execution.
 </li>
 <li>
 Generate business value through improved client retention, increased AUM, and enhanced digital adoption.
 </li>
 <li>
 Establish product excellence by continuously optimizing features based on data, feedback, and evolving market needs.
 </li>
 <li>
 Ensure all activities comply with internal policies and regulatory requirements, maintaining the highest standards of risk management and ethical conduct.
 </li>
 </ul>
 
 
 
 
 
 What We&rsquo;re Looking For:
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in Finance, Economics, Business Administration, Computer Science, Engineering, or Information Systems.
 </li>
 <li>
 Master&rsquo;s degree (MBA, MSc in Finance, or Digital Innovation).
 </li>
 <li>
 Certified Scrum Product Owner (CSPO) or SAFe Product Owner/Product Manager.
 </li>
 <li>
 Agile, Lean, or Design Thinking credentials.
 </li>
 <li>
 CFA, CFP, or other wealth management certifications.
 </li>
 <li>
 10+ years in product management, digital transformation, or agile delivery roles
 </li>
 <li>
 Minimum 5+ years in a senior product owner or leadership role within an agile organization
 </li>
 <li>
 3+ years in wealth management, private banking, or fintech.
 </li>
 <li>
 Experience with wealth tech platforms, robo-advisory models, and portfolio management tools.
 </li>
 </ul>
 
 
 
 
 
 Skills:
 
 
 <ul>
 <li>
 Agile methodologies (Scrum, SAFe, Kanban).
 </li>
 <li>
 End-to-end product lifecycle management.
 </li>
 <li>
 Backlog management tools (Jira, Azure DevOps, Confluence).
 </li>
 <li>
 Digital wealth platforms and robo-advisory tools.
 </li>
 <li>
 Customer journey mapping and UX collaboration.
 </li>
 <li>
 Data analytics (Google Analytics, Power BI, Tableau).
 </li>
 <li>
 Stakeholder management and regulatory awareness (MiFID II, FATCA, AML).
 </li>
 <li>
 API and integration concepts.
 </li>
 <li>
 Market and competitor analysis.
 </li>
 <li>
 Documentation and communication of product vision and user stories.
 </li>
 <li>
 Ability to set vision and deliver large-scale digital transformations.
 </li>
 <li>
 Agility in evolving strategies and sustaining momentum under pressure.
 </li>
 <li>
 Championing continuous improvement and client-centric solutions.
 </li>
 <li>
 Strong influencing and collaboration skills across diverse stakeholders.
 </li>
 </ul>
 
 
 
 
 
 What You&rsquo;ll Gain:
 
 
 <ul>
 <li>
 Competitive compensation and performance-based incentives
 </li>
 <li>
 Medical coverage for you and your family
 </li>
 <li>
 Comprehensive life insurance
 </li>
 <li>
 Exposure to high-impact strategic projects
 </li>
 <li>
 Supportive and inclusive workplace culture
 </li>
 <li>
 Opportunities for career advancement and professional development
 </li>
 </ul>
 
 
</div>

Vice President, Digital Product Owner - Wealth Management

JPMorganChase

<div>JOB DESCRIPTION 
J.P. Morgan Asset and Wealth Management &ndash; IPB Digital &amp; Data Transformation &ndash;Alternative Investments Advisor &amp; Client Experience Product Manager, Vice President, London
About Asset and Wealth Management
JPMorgan Chase &amp; Co. is a leading global financial services firm with assets of more than $3.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset &amp; Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset &amp; Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
J.P. Morgan Private Bank advises the world&rsquo;s wealthiest families and helps them achieve their desired goals. Our teams of Advisors deliver advice, solutions and services across investments, wealth planning, credit and banking to help clients build, preserve and manage their wealth over time.
Our team of specialists works seamlessly to help our clients achieve their financial goals and aspirations. We&rsquo;re thrilled to be consistently named by both Euromoney and Global Finance Magazine as a leader in global private banking based on our deep experience, dedication to our clients, unparalleled access, and reliable track record.
Our team
As part of the International Private Bank (IPB) Digital &amp; Data Transformation (DDT) organization, the IPB Digital Advisor &amp; Client Solutions team seeks to deeply understand the advisor workflow and design end-to-end journeys bringing the advisor and client experience closer together. It&rsquo;s an exciting time to be transforming our business and you will be one of the key leaders driving strategic change, helping to accelerate the business growth and achieve efficiency goals globally.
Job description
As part of the IPB Digital Advisor &amp; Client Solutions Product team, the IPB Digital Alternative Investments Advisor &amp; Client Solutions Product Manager, is responsible for leading efforts to re-imagine the Alternative Investments digital experience, empowering our advisors with an easy to navigate, intuitive to use digital toolkit and ensuring an integrated end-to-end journey from Advisors to Clients. A key focus will also be to integrate the various components across the Alternatives Investments toolkit, including pre &amp; post marketing journey, content discovery &amp; education, subscriptions/trade management, portfolio reporting &amp; performance analysis and driving this experience across Advisor &amp; Client platforms. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product strategy and align priorities to ensure successful execution.
As a Product Manager, you will determine the digital life cycle of clients investing through our Active Advisory offering and that of our advisors who support these clients. You will define the product vision, goals and objectives, requirements, and prioritize delivery of digital tools in order to maximize the business value of the initiative.
You will partner closely with Regional Investment Heads, Solutions Product Development, Design, Digital, Operations and Technology stakeholders on driving product enhancements through the entire product management lifecycle and delivering innovative digital solutions to clients and advisors.
Candidates should have excellent written and oral communication skills, strong interpersonal skills, and outstanding analytical and research skills. In addition to being a seasoned, well trained professional, the successful candidate should be a strategic thinker with the ability to inspire confidence and have a style that fosters teamwork and collaboration.
Core Responsibilities<ul>
<li>Understand client and advisor needs. Invests in a deep understanding of the business opportunity, advisor &amp; client needs and competitive landscape to inform which initiatives and features to pursue. Participates in research to uncover advisor &amp; client needs, and to inform feature definition so that it is relevant and useful.</li>
<li>Defines strategy, operating model, and roadmap to achieve vision and business goals. Owns and drives the product roadmap to meet business goals and provide a leading customer and product experience. Partners with developers and UX designers to deliver intuitive and differentiated user experience. Prioritizes and defines each feature to meet client and business goals, while also meeting control requirements.
</li><li>Leads the product development lifecycle by defining requirements (in partnership with other teams), ensuring sprint inputs (e.g. design and requirements) and outputs (e.g. tested code) are as envisioned, and providing direction and smart trade off decisions for the scrum team. Collaborates with other product and requirement owners and designers to deliver end-to-end product and experience. Partner with Technology to triage issues end to end until full resolution is achieved. Communicate issue resolution to appropriate parties and escalate issue as necessary to ensure proper response.</li>
<li>Establish approach to pilot/rollout new capabilities, including objective/scope, communication, training/support, and feedback/metrics.
</li><li>Embody true &ldquo;customer-obsession&rdquo; in identifying and leveraging user data, key performance metrics, industry trends, and varying forms of client and advisor feedback to shape our design and roadmap.</li>
<li>Develop and maintain deep relationships with delivery partners including senior leaders, Digital, Technology, Design, Operations, CAO, Servicing and control functions across the International Region</li></ul>
Qualifications<ul>
<li>5+ years of experience in financial services, preferably with experience in wealth management, alternative investments, asset management, digital banking, or a closely related business leading strategic or transformational change.</li>
<li>Extensive experience managing product delivery across multiple work streams with varying timelines, priorities and complexities, ultimately launching new / enhanced product to market</li>
<li>Ability to prioritize projects, say &lsquo;no&rsquo; when required, and ensure our organization is on track to execute and deliver strategic change that meets our goals.</li>
<li>Proven ability to execute via successful internal partnerships with other organizations.
</li><li>Influence peers with diverse points of view and build consensus.</li>
<li>Excellent leadership skills &ndash; of product, programs, projects, and teams.
</li><li>Structured thinker, effective communicator with excellent written communication skills.
</li><li>Ability to crisply articulate complex technical concepts to senior audiences with poise and confidence.</li>
<li>Highly self-motivated and ability to remain calm under intense pressure.</li>
<li>Strong understanding of different technological development methodologies (e.g., Agile, Waterfall) and design techniques with ability to successfully lead regardless of approach.
</li></ul>ABOUT US 
 
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world&rsquo;s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives. 
<div>
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. 
</div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

IPB Digital & Data Transformation –Alternative Investments Advisor & Client Experience - Product Manager - Vice President

MiChi Consulting

<div>
 
 
 Senior Associate/Vice President / Senior Vice President (Private Equity)
 
 
 
 
 
 
 Location: Istanbul
 
 
 
 
 
 Our client is a leading private equity firm with a strong focus on investments in Turkey&mdash;and they&rsquo;re growing. They are seeking exceptional Vice President (VP) and Senior Vice President (SVP) candidates to join their expanding team. If you want high ownership, direct value-creation impact, and meaningful exposure to founders and boards, we&rsquo;d love to hear from you.
 
 
 
 
 
 
 
 
 
 What You&rsquo;ll Do
 
 
 
 
 
 <ul>
 <li>
 Own the evaluation and execution of new investments end-to-end, drive value creation across portfolio companies, and cultivate relationships with founders, management teams, advisers, and co-investors.
 </li>
 <li>
 Source and assess new opportunities; lead commercial/financial due diligence, modeling, valuation, and IC materials.
 </li>
 <li>
 Take full ownership of platform and add-on acquisitions, including advisor coordination and negotiations.
 </li>
 <li>
 Lead sector reviews, market mapping, and strategic deep dives.
 </li>
 <li>
 Design and track growth, profitability, and operational excellence initiatives.
 </li>
 <li>
 Establish OKRs/KPIs with management, oversee board reporting, and prepare for exit strategies.
 </li>
 <li>
 Build and maintain senior relationships with founders, executives, banks, and advisors.
 </li>
 <li>
 Proactively develop pipeline in target sectors; identify and pursue new business opportunities.
 </li>
 <li>
 Run multiple workstreams (deal and portfolio) concurrently to high standards.
 </li>
 <li>
 Coach and quality-assure Analyst/Associate output; set pace and structure for the team.
 </li>
 </ul>
 
 
 
 
 
 Qualifications:
 
 
 
 
 
 <ul>
 <li>
 Strong academic track record; top-tier university degree. MBA or equivalent experience preferred.
 </li>
 <li>
 5 &ndash;10+ years in investment banking, management consulting, or private equity (more for SVP).
 </li>
 <li>
 Exposure to entrepreneurship or working with founders is a plus.
 </li>
 <li>
 Advanced financial/operating modeling; deep understanding of company financials, business models, and market dynamics.
 </li>
 <li>
 Energetic, curious, data-driven; thrives in fast-paced, less-structured environments; hands-on problem solver.
 </li>
 <li>
 Excellent written and verbal communication skills in Turkish and English.
 </li>
 </ul>
 
 
 
 
 
 What&rsquo;s on Offer
 
 
 
 
 
 <ul>
 <li>
 High-impact role with significant visibility across investments and boards.
 </li>
 <li>
 Lean, high-caliber team with fast decision cycles and close senior mentorship.
 </li>
 <li>
 Competitive base compensation, performance bonus, and carry potential.
 </li>
 <li>
 Hybrid working model and strong professional growth trajectory.
 </li>
 </ul>
 
 
 
 
 *All applications will be treated confidentially.
 
</div>

Senior Vice President

PER, Private Equity Recruitment

When you click apply, you will be redirected to the company s website . Please ensure you have completed the company s application process on their platform to fully apply. About our client Our client is a leading private equity fund based in Saudi Arabia, with an outstanding track record in private equity transactions globally. They are hiring a portfolio management and investment professional for their team that focuses on metals and industrials sectors in the GCC region. The team manages a la When you click apply, you will be redirected to the company s website . Please ensure you have completed the company s application process on their platform to fully apply. About our client Our client is a leading private equity fund based in Saudi Arabia, with an outstanding track record in private equity transactions globally. They are hiring a portfolio management and investment professional for their team that focuses on metals and industrials sectors in the GCC region. The team manages a large, successful portfolio which is growing. This role will offer you the opportunity to work across a varied range of projects, and to gain a great deal of exposure to senior stakeholders, including the senior management teams of portfolio companies. Whilst this role is focused on portfolio strategy and improvement, it sits within the investment team, and there will also be some exposure to working on new acquisitions and disposals. What the job involves Working with portfolio companies and their senior management teams on a range of strategy and operational improvement projects Originating, evaluating and screening investment opportunities The planning, analysis and implementation of large capex projects Who we are looking for Prior strategy consulting experience is required for this role Experience in metals/mining/industrials is a must, specific exposure to steel is also essential You should have a degree and / or MBA from a top-tier university A strong work ethic and ability to adapt to the needs of the team is imperative You will be redirected to the company s website   you must complete the application on their platform to apply.

VP, Metals & Industrials, Portfolio Management

Arma Underwriting Ltd

A specialist multi-line underwriting agency is seeking an Underwriter in Dubai to evaluate risks, manage a portfolio, and maintain client relationships. The ideal candidate will have 5-8 years of experience in Professional Indemnity or D&O insurance, along with strong communication skills and a relevant degree. This full-time, on-site role offers a chance to work within a regulated framework and stay ahead of industry trends.

D&O & PI Underwriter - Dubai Portfolio Lead

C.H. Robinson

<div>This full-time role starts in the Spring/Summer of 2026. Other roles with an immediate start can be found on our Careers site.
Join us as an Associate Portfolio Executive and begin learning and building your customer portfolio as part of an accelerated training track, ensuring service delivery aligns with customer commitments. As a brand ambassador, you'll drive positive customer experiences while expanding your business portfolio. Upon completion of the training track, you will move into a Portfolio Executive role. The Associate Portfolio Executive position stands out as a premier opportunity, offering abundant resources and development support. For those committed to putting in the work, there's no better role for a long and successful career in this industry.
As an Associate Portfolio Executive, you&rsquo;ll focus on re-engaging dormant accounts as well as cold calling new opportunities, without the need to prospect. This unique approach allows you to focus solely on relationship development and business expansion, setting us apart from competitors who spend more time finding leads than nurturing customer relationships.
What makes this role unique?
Our unparalleled support system allows you to effectively manage your portfolio with confidence. We provide robust technology that amplifies your capabilities and bandwidth, enabling management of large portfolios efficiently. Additionally, our emphasis on autonomy allows you the freedom to run your business with our extensive network and scalability.
We prioritize your growth.
Our strong onboarding program and commitment to personal development within the organization ensure you have the tools for success. The collaborative culture and managerial focus on your development propel your career forward.
Everyday life in this role is dynamic.
You have the opportunity to win daily with our established customer base. Moreover, we promote a supportive environment, ensuring a work-life balance where teams support each other, allowing everyone to enjoy PTO.
If you're driven, money-motivated, and passionate about relationship-building and problem-solving, apply now to be part of our team!
RESPONSIBILITIES:
Customer Experience:<ul><li>
Drive the conversion of sales leads into active customers by establishing strong contacts, fostering relationships, and comprehensively understanding customer needs to achieve the highest possible conversation rate</li><li>
Proactively engage with customers, carrier, suppliers, and internal stakeholders, ensuring the attainment of customer needs and growth targets</li><li>
Respond promptly to customer inquiries and exceptions while managing conflict diplomatically</li><li>
Identify automation opportunities to streamline processes, enhance operational efficiency, and ensure high-quality execution by promptly identifying and resolving operational issues</li><li>
Reconnect with dormant customers, fostering relationships and stimulating demand</li><li>
Execute pricing strategy through applying effective negotiation skills, market acumen, and knowledge of customer buying habits</li><li>
Maintain a sense of urgency in addressing both your teammates' customers and your own developing portfolio of customers</li></ul>
Service Delivery &amp; Business Development<ul><li>
Generate additional business within teammates' portfolios, exceeding monthly volume and revenue targets while expanding portfolio size</li><li>
Drive demand by engaging customers, fostering relationships, and capitalizing on business prospects</li><li>
Identify growth potential within accounts, transitioning transactional engagements into committed partnerships</li><li>
Stay updated on customer, industry, and market changes to pinpoint growth opportunities</li><li>
Execute various customer-facing operational tasks like quoting, load building, shipment activation, and handling order-level service escalations</li></ul>
Process Efficiency:<ul><li>
Adopt and apply new tools, technology, and processes to improve overall workflow</li><li>
Utilize data and reporting to identify service improvement opportunities and expand wallet share</li><li>
Partner with internal resources to ensure account processes and SOPs are complete and adhered to</li><li>
Maintain a minimum portfolio size of existing customers by volume and revenue</li><li>
Participate in daily or weekly team stand-ups to foster communication and alignment</li><li>
Use technology to manage order statuses and initiates corrective measures during exceptions</li><li>
Leverage Navisphere 2.0, with demonstrated ability to create customer and supplier logins and support adoption</li><li>
Assist in the development of any SOPs required to manage customers' business effectively</li></ul>
Required Qualifications:<ul><li>
High School Diploma or GED.</li><li>
Minimum 6 months Customer Engagement Experience internal or external</li><li>
Ability to travel up to 10%</li></ul>
Preferred Qualifications:<ul><li>
Bachelor's Degree from an accredited college or university.</li><li>
Attention to detail, accuracy, and problem-solving.</li><li>
Demonstrated negotiation, collaboration, and influencing skills.</li><li>
Proficient in Microsoft Office Suite of Programs.</li><li>
Values a diverse and inclusive work environment.</li></ul>
At C.H. Robinson we're firm believers in the power of in-person collaboration to fuel innovation and propel success. In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. With the flexibility for remote work one day a week, this role strikes the perfect balance between teamwork and autonomy.
We value an environment where you can grow by challenging yourself and are supported with the potential for internal promotion &ndash; within Sales, Global Forwarding, Operations, Account Management or other areas &ndash; so you can discover new interests, develop your strengths, and reach your life goals. So what are you waiting for? Click that apply button.
We will review applications for this role on an ongoing basis and encourage all interested candidates to apply at their earliest convenience.
Compensation Range
$19.23 - $38.47
The base pay range displayed on the job posting reflects the minimum and maximum base pay for this specific location. Your individual base pay within this range is determined by job-related skills, experience, and relevant education or training. Compensation details listed in this posting reflect the base pay only and do not include additional variable compensation.
Questioning if you meet the mark? Studies have shown that some individuals may be less likely to apply unless they match the job description exactly. Here at C.H. Robinson, we&rsquo;re building an inclusive workplace where all employees feel they belong. If this position excites you, we welcome you to apply whether you check all the preferred qualifications or just a few. You may just be our next great fit!
Equal Opportunity
C.H. Robinson is proud to be an Equal Opportunity Employer. We are committed to a workplace and performance culture that reflects the strengths of our worldwide marketplace. We value unique experiences and diverse backgrounds of our people within our company, our business relationships, and our communities. We&rsquo;re committed to providing an inclusive environment, free from harassment and discrimination, where all employees feel welcomed, valued and respected.
EOE//Disabled/Veteran<div><div><div><div><div><div><div>
Benefits
Your Health, Wealth and Self
Your total wellbeing is the foundation of our business, and our benefits support your financial, family and personal goals. We provide the top-tier benefits that matter to you most, including:
<ul><li>Two medical plans (including a High Deductible Health Plan)</li><li>
Prescription drug coverage</li><li>
Enhanced Fertility benefits</li><li>
Flexible Spending Accounts
</li><li>Health Savings Account (including employer contribution)</li><li>
Dental and Vision</li><li>
Basic and Supplemental Life Insurance</li><li>
Short-Term and Long-Term Disability
</li><li>Paid and floating holidays
</li><li>Flexible Time Off (FTO) offered to U.S. salaried employees &mdash; no accruals and no caps. Paid Time Off (PTO) offered to all other employees in the U.S. and Canada</li><li>
Paid parental leave</li><li>
Paid time off to volunteer in your community</li><li>
Charitable Giving Match Program</li><li>
401(k) with 6% company matching</li><li>
Employee Stock Purchase Plan</li><li>
Plus a broad range of career development, networking, and team-building opportunities</li></ul>
Dig in to our full list of benefits on OUR CULTURE page.</div></div></div></div></div></div></div></div>

Associate Portfolio Representative – Full-Time Roles Starting in Spring 2026

National Bank of Fujairah

Job Purpose 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. 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 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. Education University degree as a minimum is a prerequisite. Financial planning and other related professional certifications a plus. Experience and Skills Professional Qualifications: An ideal candidate should have following qualifications <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> 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. <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> Personal Attributes: <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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