About the job
Accountabilities and Key Roles:- Provide visionary leadership and strategic direction for the investment wealth management products and services division, aligning it with the Bank's overall business goals/ strategy.
- Drive revenue growth and profitability through effective product management, expanding the investment offering, increasing assets under management, and generating revenue from various fee-based services.
- Oversee the performance of existing investment products, making adjustments as needed to meet client objectives and manage risk.
- Lead the development, enhancement, and management of investment products and services, ensuring they meet the needs of various CB segments and institutional investors.
- Stay abreast of market trends, competitor offerings, and regulatory changes to identify opportunities and risks within the investment wealth management landscape.
- Foster strong relationships with institutional partners, and key stakeholders to deliver tailored solutions align with the clients' needs.
- Build and manage a high-performing team of investment professionals, fostering a culture of excellence, collaboration, and innovation.
- Ensure compliance with regulatory requirements and internal policies related to investment products and services.
- Liaise with other departments, such as Private Banking, retail banking, Treasury, AB Invest, ABS and risk management, to ensure alignment and integration of investment wealth management offerings with broader bank's objectives.
- Ensure robust risk management framework, identifying and assessing to mitigate risks associated with the bank's investment risk appetite.
- Collaborate with the investment committee to review and approve new product offerings.
- Develop marketing strategies and promote WM Products and services, including presentations, sales materials, and client communications.
- Oversee the financial performance of the investment product offering, ensuring it meets profitability targets.
- Prepare and deliver performance reports, presentations, and updates to the DCEO and the Investment Committee.
- Develop and maintain up to date MIS and analytics, monitoring for trends/opportunities and performance against stated objectives.
- Manage budgets and expenses related to WM offering, ensuring efficient allocation of resources and adherence to financial targets.
- Apply critical thinking to analyze financial data to identify areas for improvement, make strategic recommendations and determine a rational & effective solution.
- Oversee the development of WM platforms to ensure seamless integration and user-friendly interfaces that cater various CB segments and markets, enhancing the overall client experience.
- Job Requirements: Education:
- Bachelor's degree in Finance, Business Administration, Economics, or related field; MBA, CAIA, CFA preferred.
- Experience:
- Minimum of 15 years of experience in investment management, wealth management, or related financial services, with at least 5 years in a leadership role.
-
Corporate Investment Manager
منذ 6 أيام
Arab Bank Amman, الأردنStudy & summarize all papers and Board packs related to investments. · Review Board meetings agendas and corporate actions for subsidiaries and associates in order to provide timely summaries of main issues and maintain records. · Maintain Arab Bank's subsidiaries and associates ...
-
AstraZeneca Amman, الأردنWe are looking for an experienced and dynamic leader with solid experience in running complex investment projects within Life Science or another similar industry. · You are business-oriented, structured and have strong problem-solving skills · . Your communication skills are exce ...
-
Founding Director of Angel Investment Group
منذ 6 أيام
COREangels Amman, الأردنRecruit a network of local business angels, making them invest in COREangels Amman · Recruit a "Startups Leader" to work as the partner responsible for screening startups to be funded and manage the investment portfolio · Manage and involve the business angels to support the inve ...
-
General Manager Finance
منذ 4 أيام
Avertra Corp Amman, الأردن دوام كاملPlan, organize, and execute financial tasks and projects of the organization. · Make estimates of funds required for the short and long-term financial objectives of the organization. · Complete financial reports, lead the month-end closing process and conduct monthly financial fo ...
-
Investment Analyst
منذ 4 أيام
Bank al Etihad Amman, الأردنPrepare valuations for current and pipeline opportunities including DCF, SWOT; CAMELS and SOTP methodologies; provide comparable and transaction analysis, in addition to waterfall analysis for exit purposes. · Prepare analysis and research presentations. Actively read and seek ou ...
-
Spear Research Amman, الأردنDescription · Position Summary: This role is primarily responsible for creating asset allocation programs, portfolio research projects. Evaluate, execute and monitor complex funds and investments. Monitor and update Wealth Management's clients. · Responsibilities: · Create asset ...
-
Real Estate Analyst
منذ يومين
Crossover Amman, الأردن2 Hour Learning is embarking on an exhilarating $100M+ multi-state expansion to bring educational innovation to US student. You will leverage AI and cutting-edge tech tools to ensure no target commercial property in the US escapes our analysis. This role is not about flipping pro ...
-
Chief Technology Officer
منذ ساعتين
Mindfield Resources Amman, الأردنFollowing a period of unprecedented growth and success and having continually invested heavily in IT and systems this is an exciting time to join this leading and well-known brand business. · The position will work as part of the senior management and have full responsibility for ...
-
Assistant Manager
منذ 4 أيام
Amman Inv Co Amman, الأردنWe are looking to recruit a female manager-assist on a full-time basis to start as soon as possible in a leading investment company, in Amman - Jordan The overall purpose of the role: To provide administrative support to the Manager in the investment domain. This is a broad and v ...
-
Sr Treasury Solution Officer
منذ 6 أيام
Housing Bank Amman, الأردنAdminister Treasury Solutions · Administer Investments solutions · Administer Brokerage solutions · Administer Reuters systems (FXT, Eikon and Datascope select) · Responsible for managing, customizing, providing solutions for Treasury Systems. · Lead projects related to Treasury ...
-
Senior Private Banker
منذ 4 أيام
Capital Bank of Jordan Amman, الأردنCapital Bank is looking for a Senior Private Banker who will be responsible for providing assistance to existing high net worth clients, identifying potential new clients, advise and consult with clients various investment and banking products, and ensure to achieve the clients' ...
-
Independence Senior Associate
منذ 5 أيام
pwc middle east Amman, الأردنFor Personal Independence matters · Providing investment pre-clearance within agreed timeframes · Recording investment transactions on behalf of partners who signed up for the Checkpoint support service · Emailing confirmation of updates to partner within agreed timeframes · Mana ...
-
Liquidity Risk Analyst
منذ 6 أيام
Housing Bank Amman, الأردنMonitoring all policy limits for bank investment portfolio and escalate any breaches to these limits. · Perform periodic evaluation of investment portfolio by mark to model or mark to market. · Prepare risk committee reporting and management dashboards for market and liquidity ri ...
-
Senior Cost Controller
منذ 5 أيام
CGC - Combined Group Contracting Company K.S.C.C Amman, الأردنDeveloping internal control guidelines, policies, and procedures for budget accounting, cash and credit management, administration, and other activities. · Coordinating and directing budgeting, procurement, investment activities, and financial planning. · Ensuring compliance with ...
-
Country Officer
منذ 6 أيام
International Finance Corporation Amman, الأردنSupport Levant Country Manager in managing all aspects of business in the Levant countries including business development, portfolio support, stakeholder engagement and country operations; · Keep abreast of regulatory developments that impact general activities, provide input on ...
-
Country Officer
منذ 4 أيام
IFC Amman, الأردنSupport Levant Country Manager in managing all aspects of IFC's business in the Levant countries including business development, portfolio support, stakeholder engagement and country operations; · Keep abreast of regulatory developments that impact general IFC's activities, provi ...
-
Compliance Operations Manager
منذ 4 أيام
Amazon Amman, الأردنDevelop and implement company policies and regulations. · Oversee all business operations relating to compliance including policies, investments, and procedures. · Design and monitor control systems to deal with violations of legal rules and internal policies. · Regularly assess ...
-
Arab Bank Amman, الأردنKey roles & Accountability: · Servicing new and existing HNW clients relationships in the region by providing them with the full suite of financial services products & services. · Provide financial services solutions to the HNW and wealth client base. · Developing a plan to acqui ...
-
Investment Advisor
منذ 4 أيام
Banyan Global Amman, الأردنTalking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. · Answering client questions about financial plans and strategies and giving financial advice. · ...
-
Sr Java Developer
منذ 4 أيام
Braintrust Amman, الأردنAbout the job · Job Description · Across Asset & Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and compr ...