[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All Mashreq Bank jobs](https://jobs.opennash.com/companies/mashreq-bank/) · [Search jobs](/search/) Mashreq Bank · United Arab Emirates # Senior Investment Specialist - Private Banking.RBG - Private Banking Investment Advisors.41.Retail Banking Group United Arab Emirates On-site Full-time Senior individual contributor Finance & Accounting Listed on Mashreq Bank’s official careers site. Posted August 17, 2026. Check that it is still open and apply there. [Apply on Mashreq Bank’s careers site →](https://hcld.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/6427) [OpenNash Jobs](https://jobs.opennash.com/) / [Mashreq Bank](https://jobs.opennash.com/companies/mashreq-bank/) / Senior Investment Specialist - Private Banking.RBG - Private Banking Investment Advisors.41.Retail Banking Group ## Job description The Senior Investment Specialist plays a central role in delivering sophisticated investment solutions to High Net Worth Individuals (HNWIs), Ultra High Net Worth Individuals (UHNWIs), and Family Offices. The role focuses on deep product expertise, market insights, investment strategy, and sales enablement to support a team of Senior Private Bankers and their clients across multiple asset classes, including Fixed Income, Equities, Structured Products, Mutual Funds, Alternatives, and Discretionary Portfolio Mandates. Client & Private Banker Support Work closely with a team of Senior Private Bankers to identify investment opportunities and structure tailored investment solutions for clients. Participate in client meetings and present investment ideas, strategies, and market outlooks. Deliver regular investment updates, portfolio reviews, and performance discussions. Provide timely responses to client and banker queries regarding investment products, client portfolios, and financial markets. Collaborate with the Investment Product Team to design bespoke investment solutions for sophisticated client needs. Product Expertise, Market Intelligence & Idea Generation Demonstrate deep product expertise and knowledge across various asset classes, including Fixed Income, Equities, Mutual Funds, Alternatives, Structured Products, and Discretionary Portfolio Mandates. Work with the Investment Product and Wealth Lending teams to customize investment ideas and solutions based on client requirements. Monitor global and regional markets to generate actionable trade ideas and identify thematic investment opportunities. Disseminate daily, weekly, and monthly market updates and product opportunities to Private Bankers. Conduct investment calls, product workshops, and training sessions to build investment awareness and strengthen bankers' product knowledge. Accountability Drive growth in Assets Under Management (AUM) and penetration rates across assigned portfolios. Achieve assigned investment revenue targets through proactive client engagement. Governance & Compliance Ensure all investment activities adhere to internal governance standards, suitability requirements, and regulatory obligations. Continuously monitor product performance and client portfolios to ensure ongoing suitability, appropriateness, and diversification ## Responsibilities Growth in Investment AUMs and Investment Product Sales. Increasing Investment Penetration Meet Investment revenue Targets Growth In the Wealth Lending Book Conversion rate of investment ideas to executed trades. RM and client engagement levels on investment topics. Adherence to compliance and suitability standards. ## Qualifications Strong understanding of portfolio construction principles, including strategic and tactical asset allocation, risk diversification, and performance attribution. Deep knowledge of global financial markets, macroeconomic drivers, and cross-asset interrelationships, with the ability to translate market developments into actionable investment ideas. In-depth understanding of investment products across asset classes — including Fixed Income, Equities, Mutual Funds, Structured Notes, Private Credit, Private Equity, and other Alternative Investments. Demonstrated ability to analyze investment opportunities, assess portfolio risk/return trade-offs, and support data-driven investment recommendations. Strong communication, presentation, and interpersonal skills for effectively engaging both clients and Private Bankers, simplifying complex market concepts, and delivering persuasive investment narratives. Strong commercial mindset with a focus on driving AUM growth, investment penetration, and client satisfaction, while maintaining sound risk and compliance standards. Proven ability to collaborate across product, and relationship teams to deliver integrated client solutions and contribute to broader business goals. CFA, FRM, or CAIA Charter (or currently pursuing one) preferred, with a strong commitment to continuous professional development and industry best practices. ## At a glance - Posted by the employer: Aug 17, 2026 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 13, 2026 - Listed for: 57 days - Location: United Arab Emirates - Work arrangement: On-site - Employment type: Full-time[Apply on Mashreq Bank’s careers site →](https://hcld.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1/job/6427) ## More jobs at Mashreq Bank ### [(UAE Nationals Only) -Portfolio & Performance Manager (RBG) -MG Client Coverage - DIC-Retail Banking Group](https://jobs.opennash.com/companies/mashreq-bank/jobs/222ade9acf6d1abf9ea0/) United Arab Emirates ### [(UAE Nationals Only) Client Services Manager- Business Banking - Customer Service & Quality](https://jobs.opennash.com/companies/mashreq-bank/jobs/245efa37fec9918d1b93/) United Arab Emirates ### [(UAE Nationals Only) Counter Services Specialist- Dubai Mall Branch- Retail Banking Group](https://jobs.opennash.com/companies/mashreq-bank/jobs/8935775993f32ac79948/) United Arab Emirates ### [Account Manager, Business Banking - Business Banking](https://jobs.opennash.com/companies/mashreq-bank/jobs/fc6c55683ac3d782052e/) United Arab Emirates ### [Area Sales Manager.Injaz - RBG - Mortgages.Retail Banking Group](https://jobs.opennash.com/companies/mashreq-bank/jobs/d772c2c0433ddadc4972/) United Arab Emirates ## Similar jobs at other companies ### [Senior Investment Counselor (Private Banking) - Hang Seng Bank (HK)](https://jobs.opennash.com/companies/hsbc-holdings/jobs/5a47f1da3476a947eeaa/) HSBC Holdings · Central, Hong Kong Island, Hong Kong ### [Officer, Investment Banking Analyst, Investment Banking](https://jobs.opennash.com/companies/citigroup/jobs/9cc70fcfa0a041b739a1/) Citigroup · Chiyoda-ku Tokyo Japan ### [Investment Banking Senior Analyst, UK Banking](https://jobs.opennash.com/companies/citigroup/jobs/43ef5441e1d46e7766f2/) Citigroup · London United Kingdom ### [Investment Sales, Private Wealth Management](https://jobs.opennash.com/companies/gf-securities/jobs/f126d3302a405be67fd8/) GF Securities · 香港 ### [Private Banking Associate, Private Banking 1859](https://jobs.opennash.com/companies/national-bank-of-canada/jobs/51b73d2764c7334c465a/) National Bank of Canada OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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