Chief Investment Officer Required in Dubai - Dubai

Chief Investment Officer Required in Dubai

A Private Banking Company located in DIFC is looking for a Private Banking Relationship Manager whose role is to enhance the client experience by servicing high net worth clients and providing transactional and administrative support to high net worth clients. The role is responsible for managing the processes associated with client on boarding, general account maintenance, transactions and inquiries.
* Building and maintaining positive and productive relationships externally and internally is an essential part of the role.
* Provide superior service to International Private Banking clients in a professional manner and ensure a personalised client experience at each touch point.
* Understanding how the client type, client risk, and product tpe play a role in preparation.
* Verify client instructions and prepare appropriate documentation in a timely fashion to facilitate the execution of transactions and coordinate the process flow by partnering with internal business units and follow up until completion.
* Must be a chartered CFA holder (completed all 3 levels)
* Act on client instructions, inquiries, requests, voicemails and issues in a timely fashion and facilitate the processing of transactions in an accurate manner to help maintain client relationships.
* Rebalancing client portfolio when required in a timely manner to keep the client within his risk tolerance.
* Monitor client's daily transactions and inform Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customer's standard instructions.
* Minimum 5 years experience required in private banking which does not include work in the SME sector.
* Must be already managing a portfolio of assets with a good client relationship.
* Has knowledge of all financial products and instruments such as bonds, equities, structure notes, credit link notes and derivatives.
Attractive salary and compensation packages based on the number of years of experience.

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Posted on : 2 years ago, #139830, 3 views

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