Team Manager – Investment Services

WhatsApp Group

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 – Team Manager – Investment Services – 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.

About Commercial Bank of Dubai

Job – Team Manager – Investment Services

Job Description :

Job Purpose:

Manage a team who handle front-end processing of investment transactions and related credit transactions. Execute fixed income, equity and mutual fund trades. Manage client queries and service requests. Provide product management and process expertise

Principal Accountabilities:

Work Management

SENIOR INVESTMENT SUPPORT

Leading the team of investment administrators

Identify and enact process enhancement and efficiencies

Prepare term sheets using data available on Bloomberg / other sources for every client transaction – bonds, leverage, funds, equity etc.

Initiate all investment transactions on the system.

Initiate credit approvals for leverage trades and process the applications

Enter leverage applications on CVX / Cofax system and coordinate with Retail Risk / Corp Credit and Credit Admin for booking of facility

Ensure adherence to documentation requirements for smooth execution of transactions. Manage collection, scanning, upload to Matrix and safe-keeping of clients documents.

Be the single point of contact for all operations related matters and coordinate with back office for smooth transaction processing

INVESTMENT EXECUTION

Manage execution of fixed income trades with FI desk

Clear understanding of Matrix investment system with end-to-end booking process

Place orders and manage subscription documentation with external fund managers

CLIENT SERVICE

Single point of contact for RMs across segments for resolution of client queries and service requests

Ensure that client service requests are resolved in coordination Investment Advisors, Investment Operations, Retail Risk, Market Risk and other concerned departments

Interact with clients, when required, to resolve service queries or complete documentation.

PRODUCT SUPPORT

Collate product updates from the product team for the use of advisors and RMs.

Track sales MIS, revenue booking.

Provide monthly updates to Financial Control.

Coordinate with IT for regular upkeep and maintenance of investment system

Coordinate all process enhancement, systems and automation projects being undertaken by the business

Job Qualifications:

Education and Experience

Bachelor degree in Economics, Finance, Business Management or Science

CISI qualification or equivalent

3 to 5 years of banking experience and exposure to wealth management environment would be preferable

 

 

 

 

 

 

 

 

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