Manager, Investment Solutions (UAE National)

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.

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.