Description
Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.
CBD has been recognized as the number one bank in the UAE on the Forbes list of The World’s Best Banks 2022.
As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers and delivering service that really goes the extra mile.
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:
Planning:
Devise and implement realistic annual business plan in aid of achieving annual financial targets
Target achievement:
Achieve assigned monthly sales and service targets.
Client Service
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:
Responsible to provide monthly client portfolio reports to management.
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 investment approach
Requirements
Education and Experience:
Bachelor’s Degree in Economics or Finance or Business Management
CISI / SCA qualification or equivalent
10 – 12 years of experience in Retail banking with 5 years of exposure to Private Banking / Wealth Management in UAE.
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