Investment Advisor

  • Full Time
  • Dubai

Website Commercial Bank of Dubai

Job Description:

Investment Advisor 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.

Job Responsibilities:

  • Manage investment advisory relationship with the portfolio of clients to increase share of wallet and overall investment product penetration within the bank’s clients.
  • Acquire new-to-bank clients through the investment products route.
  • Qualify prospective investment clients within the Elite, Corporate and Commercial client base and provide advisory services in order to cross-sell investment products.
  • 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.
  • Ensure consistency of high level of client service.
  • Ensure compliance to internal and external regulatory requirements

Job Requirements:

  • 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
  • Bachelor degree in Economics, Finance, Business Management or Science

Job Details:

Company: Commercial Bank of Dubai

Vacancy Type: Full Time

Job Location: Dubai

Application Deadline: N/A

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