Job Position: Senior Private Banking Manager
Job Description: Commercial Bank of Dubai – Dubai – Job Purpose To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy. About the Job Responsible for devising and implementing realistic business plan to ensure achieving annual financial targets Drive the achievement of monthly portfolio targets on sales, service and fee income Expected to provide the highest quality service by building, maintaining and growing relationships with clients Meet and work with clients to evaluate their financial data and investment objectives in order to recommend & implement the most appropriate investment strategy and understand each client’s financial objectives and provide tailor made services Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services responsible to provide monthly client portfolio reports and analysis on how to address issues raised Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts Ensure all departments coordinate in a timely manner providing excellent customer service to clients Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds Qualifications Bachelor’s in Business Management. Post graduate qualification Knowledge & Experience 10 – 12 years in wealth management preferably with local banks and other international banks operating within the region Good understanding of Corporate Commercial Banking Skills Good verbal and written command of English language Building and Maintaining …see more details
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