Wealth Management Assistant to Relationship Managers

Commercial Bank of Dubai

Dubai

Presencial

AED 180.000 - 280.000

Jornada completa

Hace 3 días

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Descripción de la vacante

Commercial Bank of Dubai seeks a proactive Wealth Management Support professional to assist Relationship Managers in managing a VIP client portfolio, including onboarding, meetings, and coordinating investment discussions.

You will help deliver investment services, ensure regulatory compliance (KYC/AML), prepare portfolio reviews, and support business development within the existing client base. This role is based in Dubai with a focus on affluent clients.

Formación

Bachelor's degree in Finance, Economics, Business Administration, Banking, or related field.
CISI, CFA Level I, CWM or equivalent desirable.
3–5 years of experience in Wealth Management, Private Banking, Priority Banking, Investment Advisory Support, or Relationship Management.
Knowledge of UAE banking regulations and compliance requirements.

Responsabilidades

Support Relationship Managers in managing assigned client portfolios.
Maintain regular communication with clients and respond to inquiries and service requests.
Assist in onboarding new clients and completion of account opening documentation.
Coordinate client meetings, portfolio reviews, and investment discussions.
Build and maintain strong professional relationships with clients to ensure high service standards.