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Manager, Investment Solutions
Commercial Bank of Dubai
Dubai, UAE
Full-time
Director
Onsite
Discovered 2 weeks ago
Investment solutionsWealth managementInvestment salesPrivate bankingCapital marketsGlobal macroeconomic analysis
Free
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Investment solutionsWealth managementInvestment sales
Role Overview
The Investment Solutions Manager identifies and presents investment options for high-net-worth individuals in the Elite and Private banking segment.
The role includes market research, investment product analysis, portfolio creation, client education on choices and risks, and investment relationship growth.
The role does not provide direct financial advice or recommendations.
The source also describes a purpose involving assessment of high-risk customer profiles, PEP identification, internal policies, risk appetite, and regulations.
Key Skills for This Role
Investment solutionsWealth managementInvestment salesPrivate bankingCapital marketsGlobal macroeconomic analysis
Full Job Posting
About the employer
Commercial Bank of Dubai is a UAE banking institution serving major corporates, businesses, and customers.
The bank highlights its digital initiatives, banking products, and recognition on the Forbes list of the World’s Best Banks 2022.
Role purpose
The Investment Solutions Manager identifies and presents investment options for high-net-worth individuals in the Elite and Private banking segment.
The role includes market research, investment product analysis, portfolio creation, client education on choices and risks, and investment relationship growth.
The role does not provide direct financial advice or recommendations.
The source also describes a purpose involving assessment of high-risk customer profiles, PEP identification, internal policies, risk appetite, and regulations.
Key accountabilities
- Act as an investment specialist with business development and investment relationship management responsibility for Consumer client segments.
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