Friday , February 23 2024

Relationship Manager – CBD UAE Careers

Website Commercial Bank of Dubai

Job Description

Attract, retain and grow a new-to-bank client base for investment products and act as their trusted advisor to provide solutions and product across asset classes in order to achieve the defined fee income target.

Job Requirements

  • CISI qualification or equivalent
  • Existing UAE Nationals or Arab Expats HNWI portfolio
  • Bachelor degree in Economics, Finance, Business Management or Science.
  • At least 5 to 8 years’ experience in the investments sales / relationship management

Jobs Responsibilities

  • Achieve fee income target from sales of investment products
  • Ensure compliance to internal and external regulatory requirements
  • Acquire new-to-bank clients and fresh money for investment products
  • Explore cross-sell opportunities within the investments client base for different products and services of the bank.
  • Manage the inherent conflict in the job requirement – client needs and risk appetite versus achieving revenue targets
  • Conduct detailed risk-assessment and suitability assessment of clients and offer products that are aligned to the client’s risk profile.
  • Stay updated about Investment Products and Solutions being offered by the bank. Where required, create bespoke solutions in coordination with the Investment Team in Treasury.
  • Take responsibility of error-free execution of investment transactions and for resolving client service requests in coordination with Investment Operations, on an ongoing basis.
  • Manage relationship with investment clients on an ongoing basis and provide regular market and portfolio updates in order to increase engagement with clients and increase investments business
  • Have a clear understanding of investments business, global capital markets and latest macro-economic trends and developments in the financial markets in order to provide high quality of advice to clients and act as their trusted advisor

Job Details

Company: Commercial Bank of Dubai

Vacancy Type: Full-time

Job Functions: Other

Job Location: Dubai, United Arab Emirates

Application Deadline: N/A