Dubai, United Arab Emirates

Posted 1 year ago

Commercial Bank of Dubai

Our CBD family's prosperity throughout the years is straightforwardly credited to the responsibility and ability of our UAE Public staff. Our business center is to construct profound and compensating connections in the neighborhood markets and we realize that the best UAE Public staff will make that conceivable.

Job Vacancy – Investment Advisor – Dubai, United Arab Emirates

Commercial Bank of Dubai – Dubai, United Arab Emirates

Experience:- As Mentioned

Job Location:- Dubai, United Arab Emirates
Company:- Commercial Bank of Dubai
Education:- As Mentioned

Nationality:- Any Nationality
Gender:- Male / Female
Number of Vacant Positions:- Not Mentioned

Salary:- Negotiable
Job Type:- Full Time

About Commercial Bank of Dubai

Our CBD family’s prosperity throughout the years is straightforwardly credited to the responsibility and ability of our UAE Public staff. Our business center is to construct profound and compensating connections in the neighborhood markets and we realize that the best UAE Public staff will make that conceivable.

Since our initiation, we generally viewed as the enrollment of UAE Nationals as one of our main concerns. We have consistently planned to draw in and foster UAE Nationals, delegating them in mindful driving situations without disregarding the capacities and advancement possibilities of other staff no matter what their identities.

Our endeavors and accomplishments in Emiratisation have been perceived and respected. The bank is a previous victor of UAE Public Assets Improvement Grant, the Dubai Human Improvement Grant and the HR Improvement Grant.

Is it safe to say that you are that capable and serious UAE Public prepared to foster yourself and influence a difficult and remunerating business, rich with your country’s set of experiences? Then welcome to the CBD Family.

Job – Investment Advisor

Job Description :

Job Purpose:

Investment specialist working closely with the branches to provide investment advisory to clients across segments; thereby increasing cross-sell of investment products and private banking services. Managing advisory relationships with the portfolio of clients and increasing share of wallet.

Principal Accountabilities:

Work Management

Qualify prospective investment clients within the Elite, Corporate and Commercial client base and provide advisory services in order to cross-sell investment products.

Manage investment advisory relationship with the portfolio of clients to increase share of wallet and overall investment product penetration within the bank’s clients.

Spend considerable time in the assigned Elite Customer and Branches, and work closely with Elite and Commercial RMs to help them qualify investment clients and thereby increase penetration in the existing base.

Acquire new-to-bank clients through the investment products route.

Provide advisory services across a range of investment solutions: funds, execution of fixed income securities and international equity, structured notes, local and regional equity execution, international and local IPOs etc.

Provide advisory services for private banking facilities in coordination with international partner banking partner.

Keep abreast with the developments in the global and regional capital markets in order to provide high quality of advice.

Manage relationships with Elite Centres, Branches, Commercial and Corporate Banking units in order to receive regular referrals for investment advisory.

Coach and guide Elite RMs to improve client qualification and increase referrals from the existing base.

Ensure consistency of high level of client service.

Ensure compliance to internal and external regulatory requirements

Job Qualifications:

Education and Experience

Bachelor degree in Economics, Finance, Business Management or Science

CISI qualification or equivalent

5-7 Years’ experience in wealth management, investment sales, private banking or client advisory with a strong grounding in Consumer banking

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To apply for this job please visit www.comeet.com.

About The Author

Mohamed Firnas

“🌟 Meet Mohamed Firnas: With over two decades of experience in HR, Mohamed is a trusted advisor known for his strategic insight and compassionate leadership style. He’s committed to creating workplaces where every voice is heard and valued. 💼 Passionate about nurturing talent and driving positive change. Join him on the journey towards building better organizations! #HRProfessional #GulfRegion #Leadership”

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