Wealth Management Assistant

Dubai, United Arab Emirates

Job Description

Job Responsibilities:

  • Accompany Wealth Managers in the commercial relationship and the operational support of our clients, in order to discover the management of a client portfolio as a whole.
  • Participate on a daily basis in the management and monitoring of our clients’ accounts in strict compliance with the legislation in force and our internal procedures.
  • Process and encode our customers’ banking transactions in our internal computer system.
  • Initiate and monitor the smooth running of account opening requests and credit files in conjunction with internal operational experts.
  • Establish various internal reports or reports for our customers.

Job Requirements:

Coming from a higher university education, you have experience in commercial support of customer relations ideally acquired in a private banking or investment banking environment.
You have very good knowledge of financial markets and products.
Minimum experience level 3 – 5 years

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Job Detail

  • Job Id
    JD1401372
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Dubai, United Arab Emirates
  • Education
    Not mentioned