Private Banking Manager
| Company Name: | Commercial Bank of Dubai |
| Employment Type: | Full Time |
| Location: | Dubai |
| Experience: | 9-10 years |
| Degree: | Bachelor |
| Gender: | Any |
| Age: | Any |
| Nationality: | Any |
| Salary: | Unspecified |
| No. Of Vacancies: | 1 |
| Job Description: |
| Job Purpose: To efficiently manage, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy Principal Accountabilities: Planning Responsible for devising and implementing realistic business plan to ensure achieving annual financial targets Target achievement Drive the achievement of monthly portfolio targets on sales, service and fee income. Client Service Expected to provide the highest quality service by building, maintaining and growing relationships with clients. Meet and work with clients to evaluate their financial data and investment objectives in order to recommend & implement the most appropriate investment strategy and understand each client’s financial objectives and provide tailor made services. Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services. Reports Is responsible to provide monthly client portfolio reports and analysis on how to address issues raised. Interdepartmental Coordination: Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts. Ensure all departments coordinate in a timely manner providing excellent customer service to clients. REQUIREMENTS Education and Experience: Bachelor’s Degree in Economics or Finance or Business Management CISI qualification or equivalent 9 – 10 years of experience in Retail banking with 5 years of exposure to Private Banking in UAE. |
