Requirements
The role requires analysis and assessment of high-risk customer profiles, including PEP identification, against internal policies and regulations. The Investment Solutions Manager will identify and present investment options for high-net-worth individuals, conduct market research, analyze investment products, and create investment portfolios, ensuring clients are informed about risks without providing direct financial advice. Key responsibilities include acting as an investment specialist with business development and relationship management duties, maintaining understanding of investment business and global capital markets, achieving fee income and AUM targets, and managing ongoing investment relationships with clients.
Description
Job description / Role
Job Type
Full Time
Job Location
UAE
Nationality
Any Nationality
Salary
Not Specified
Gender
Not Specified
Arabic Fluency
Not Specified
Job Function
Finance, Business Analysis & Consulting
Company Industry
Banking & Financial Services
About CBD
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
The main purpose of the role is to analyze and assess the assigned high-risk customer profiles for existing customers periodically and upon trigger events including Politically Exposed Person (PEP) identification and assessment against the Bank’s internal policies and procedures and determine whether they are in line with the Bank’s risk appetite and in line with the regulations.
The Investment Solutions Manager is responsible for identifying and presenting a range of investment options tailored to the unique needs and goals of high-net-worth individuals within the Elite and Private banking segment. This role involves market research, analysis of investment products, and the creation of comprehensive investment portfolios.
This role ensures that clients are well-informed about their investment choices and associated risks, while adhering to the policy of not providing direct financial advice or recommendations. Investment specialists maintain and grow investment relationships with customers alongside distribution channels.
Conduct regular one-to-one discussions with relationship managers to provide knowledge input and improve business opportunities from the existing client base.
Key Accountabilities
Act as an investment specialist with business development and investment relationship management responsibility, focusing on Consumer client segments.
Maintain a clear conceptual understanding of investment business, global capital markets, and latest macro-economic trends and developments in financial markets.
Achieve fee income, sales, and AUM targets alongside the Consumer segment coverage team.
Manage investment relationships with clients on an ongoing basis and provide regular market and portfolio updates to increase client engagement.
Ensure full investment governance for all investment transactions.
Product Specialist Responsibilities
Conduct regular one-to-one investment discussions with relationship managers in the Consumer segment to improve business opportunities from the existing client base.
Oversee the investment process, including strategy formulation, risk management, and performance evaluation to maintain transparency, accountability, and regulatory compliance.
Work with and assist the product team with the launch and promotion of new investment products.
About the Company
In 1969, when we at Commercial Bank of Dubai started out little did we know that sheer grit and determination would get us where we are today. An Emiri Decree issued by His Highness the Late Sheikh Rashid Bin Saeed Al Maktoum, the founder of modern Dubai, laid the cornerstone of Commercial Bank of Dubai. We started out as a joint venture of Commerzbank, Chase Manhattan Bank and Commercial Bank of Kuwait. A minority stake was held by a few UAE businessmen.
By 1982, little more than a decade later, we evolved into a National Public Shareholding company. A feat complimented by an exponential increase in the capital base and mammoth restructuring of our operations. The feather in the cap came when the Government of Dubai became a key shareholder.
Over the decades, we have transformed ourselves into a progressive and modern banking institution. We are supported by a sturdy financial base and reigned by a strong and stable management. The proof of which lies with our customers who have stood by us over the years.
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