Manager, Investment Solutions

Job description / Role

Operating in the UAE for over 50 years, CBD manages the financial requirements of some of the largest corporates and businesses operating in the country, driving the UAE economy. Over the years, CBD has transformed into a progressive and modern banking institution winning multiple awards for its digital initiatives, credit cards, bank accounts, mobile app features and services.

CBD has been recognized as the number one bank in the UAE on the Forbes list of The World's Best Banks 2022.

As we continue to build upon our successes, we are looking for ambitious individuals who are passionate about the banking and finance industry and the markets in which CBD operates. Just as important to us is your ability to demonstrate a talent for dealing with people - your colleagues and our customers - and delivering service that really goes the extra mile.

Principal Accountabilities

Investment solution responsibilities

- Investment specialist with business development and advisory relationship management responsibility with focus on Consumer client segments.
- Have a clear conceptual understanding of investments business, global capital markets and latest macro-economic trends and developments in the financial markets to provide high quality of advice.
- Achieve fee income, sales and AUMs targets along with the coverage teams in Consumer segment.
- Manage investment advisory relationship with investment clients on an ongoing basis and provide regular market and portfolio updates to increase engagement with clients.
- Ensure full investment governance for all investment transactions.

Product Specialist Responsibilities

- Conduct regular one to one investments discussion with RMs in Consumer segment to improve business opportunities from the existing base of clients.
- Overseeing the entire investment process, including strategy formulation, risk management and performance evaluation to maintain transparency, accountability, and regulatory compliance.
- Work with and assist the product team with launch and promotion of new investment products.

Requirements
Qualifications & Experience

- Graduate, preferably in commercially oriented discipline or Diploma in business / finance related subjects.
- Good conceptual understanding of capital markets and the investments business.
- 7 - 10 years' experience in wealth management, investment sales, private banking or client advisory with a strong grounding in consumer banking.
- Excellent understanding of global macro-economics, financial markets and investment products.

About the Company

In 1969, when we at Commercial Bank of Dubai started out little did we know that sheer grit and determination would get us where we are today. An Emiri Decree issued by His Highness the Late Sheikh Rashid Bin Saeed Al Maktoum, the founder of modern Dubai, laid the cornerstone of Commercial Bank of Dubai. We started out as a joint venture of Commerzbank, Chase Manhattan Bank and Commercial Bank of Kuwait. A minority stake was held by a few UAE businessmen.

By 1982, little more than a decade later, we evolved into a National Public Shareholding company. A feat complimented by an exponential increase in the capital base and mammoth restructuring of our operations. The feather in the cap came when the Government of Dubai became a key shareholder.

Over the decades, we have transformed ourselves into a progressive and modern banking institution. We are supported by a sturdy financial base and reigned by a strong and stable management. The proof of which lies with our customers who have stood by us over the years.