Senior Officer - Wealth and Investment Specialist
Job Fit Check
Base Career helps you apply smarter for this job.
Key skills for this role
About the Role
RAKBANK is seeking a Senior Officer – Wealth and Investment Specialist to oversee operational governance of wealth and investment products including equities, mutual funds, bonds, and bancassurance.
Key Skills for This Role
Responsibilities
- Own the end to end operational governance of Wealth & Investment products including equities, mutual funds, bonds, structured products, and bancassurance
- Manage investment and insurance product setup and admin terminal configurations
- Oversee the complete transaction and trade lifecycle
- Perform and review daily reconciliations across cash, income, units/holdings, and premiums
- Proactively identify, investigate, and resolve exceptions and reconciliation breaks
- Act as key operations liaison with brokers, asset managers, custodians, and insurance partners
- Maintain a strong risk and control environment
- Ensure regulatory compliance with SCA, CBUAE, and Insurance Authority requirements
- Prepare and deliver accurate MIS and operational reports
- Partner closely with Wealth Front Office, Product, Finance, Risk, Compliance, and IT
- Drive process improvements and operational efficiencies
- Provide guidance and oversight to junior team members
Requirements
- Minimum 5 7 years of banking experience in wealth / investment operations, brokerage operations, securities back office, retail investment products, or bancassurance
- Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or related field
- Knowledge on AI and Automation tools
- English essential; Arabic preferred
- Strong Wealth Operations Expertise
- Reconciliation & Control Focus
- Product & System Knowledge
- Risk & Compliance Awareness
- Data Analysis & Reporting
- Stakeholder & Communication Skills
- Ownership, Attention to Detail & Problem Solving
Full Job Posting
Role Overview
- Senior Officer – Wealth and Investment Specialist within Customer Fulfilment, overseeing end to end operational governance of Wealth and Investment business.
What You’ll Be Doing
- Own the end to end operational governance of Wealth & Investment products including equities, mutual funds, bonds, structured products, and bancassurance
- Manage investment and insurance product setup and admin terminal configurations
- Oversee the complete transaction and trade lifecycle
- Perform and review daily reconciliations across cash, income, units/holdings, and premiums
- Proactively identify, investigate, and resolve exceptions and reconciliation breaks
- Act as key operations liaison with brokers, asset managers, custodians, and insurance partners
- Maintain a strong risk and control environment
- Ensure regulatory compliance with SCA, CBUAE, and Insurance Authority requirements
- Prepare and deliver accurate MIS and operational reports
- Partner closely with Wealth Front Office, Product, Finance, Risk, Compliance, and IT
- Drive process improvements and operational efficiencies
- Provide guidance and oversight to junior team members
What We’re Looking For
- Minimum 5 7 years of banking experience in wealth / investment operations, brokerage operations, securities back office, retail investment products, or bancassurance
- Bachelor’s degree in Finance, Commerce, Business Administration, Economics, or related field
- Knowledge on AI and Automation tools
- Languages: English (essential); Arabic (preferred)
What You Should Have
- Strong Wealth Operations Expertise
- Reconciliation & Control Focus
- Product & System Knowledge
- Risk & Compliance Awareness
- Data Analysis & Reporting
- Stakeholder & Communication Skills
- Ownership, Attention to Detail & Problem Solving
What’s In It For You
- Competitive, performance linked compensation
- Medical coverage for you and your family
- Comprehensive life insurance
- Inclusive and diverse workplace culture
- Career development and fast track growth opportunities
- Mentorship from industry experts
Apply for this job in 1 click
Skip the repetitive application forms
Install the Base Career Chrome Extension and autofill job applications across major job boards with your profile.
Trusted by over 500,000 job seekers on Base Career
More from this employer
More jobs at RAKBANK
Business Development Manager- Mortgage Channels
Abu Dhabi, UAE
RAKBANK seeks a Business Development Manager for Mortgage Sales to drive business growth through strategic partnerships with real estate agencies, mortgage brokers, and property developers. The role requires expanding th
Customer Experience Advisor Wealth
Abu Dhabi, UAE
RAKBANK seeks a Customer Experience Advisor for Wealth to support equity trading and U.S. market practices. You will assist customers with trading concepts, troubleshoot issues, and ensure compliance. Requires 1-3 years
Vice President - Structured Products and FX
Abu Dhabi, UAE
RAKBANK seeks a Vice President to define and execute the Structured Products and FX product strategy and development roadmap. The role involves partnering with Treasury and Investment Banking, leading product lifecycle a
Teller
Abu Dhabi, UAE
RAKBANK is hiring a Teller to process cash and cheque transactions, manage till cash, and ensure compliance with operating procedures and central bank guidelines. The role requires accuracy, customer service skills, and
Senior Relationship Manager - SME Coverage , Sharjah & NE
Abu Dhabi, UAE
RAKBANK seeks a Senior Relationship Manager to manage and grow a portfolio of SME clients in Sharjah & NE. The role involves developing strong client relationships, cross-selling trade finance and banking solutions, and
Vice President - Treasury Product Controller
Dubai, UAE
RAKBANK seeks a Vice President – Treasury Product Controller to manage financial control and reporting of treasury products. The role ensures compliance with IFRS, accounting policies, and regulatory standards, and provi
Financial Analyst
Abu Dhabi, UAE
RAKBANK is seeking a Financial Analyst to analyze financial data, support management reporting, and drive business decisions. The role involves reconciliations, UAT, financial reporting, and process improvement. Ideal ca
Customer Experience Advisor (UAEN)
Abu Dhabi, UAE
RAKBANK is seeking a Customer Experience Advisor to provide exceptional service across banking channels. The role involves handling inquiries, resolving complaints, and cross-selling products. Ideal candidates have a bac
Business Development Manager- Mortgage Channels
Abu Dhabi, UAE
Customer Experience Advisor Wealth
Abu Dhabi, UAE
Vice President - Structured Products and FX
Abu Dhabi, UAE
Teller
Abu Dhabi, UAE
Senior Relationship Manager - SME Coverage , Sharjah & NE
Abu Dhabi, UAE
Vice President - Treasury Product Controller
Dubai, UAE
Financial Analyst
Abu Dhabi, UAE
Customer Experience Advisor (UAEN)
Abu Dhabi, UAE