Job Position: Wealth Manager – Private Banking
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 PRINCIPAL ACCOUNTABILITIES Work Management Planning Responsible for devising and implementing realistic business plan to ensure achieving annual financial targets Target achievement Drive the achievement of monthly portfolio targets on sales, service and fee income. Client Service 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. Reports Is responsible to provide monthly client portfolio reports and analysis on how to address issues raised. Interdepartmental Coordination: 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. Corporate Governance: 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. Comply with Basel II framework for all retail banking operations Comply with Anti – Money laundering requirements Ensure that all investment recommendations are made in line with the banks prescribed inve…see more details
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