Assistant Relationship Manager, Elite ( UAE National )

Commercial Bank of Dubai
Dubai
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementExperience: 3-5 yearsEducation: bachelorsSkills: ["Client service","Communication","Relationship management","Confidentiality","Attention to detail"]

Support Relationship Managers in managing an affluent HNWI/UHNWI portfolio by delivering exceptional client service and coordinating onboarding, account documentation, meetings, and portfolio reviews. Assist with executing investment transactions and wealth management activities, including subscriptions, redemptions, switches, and preparing performance reports. Help drive business development through referrals and cross-selling while ensuring timely transaction processing, accurate records, and strict adherence to KYC/AML/FATCA/CRS and other regulatory requirements.

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FursaFursa
Commercial Bank of Dubai
Commercial Bank of Dubai
17 hours ago

Assistant Relationship Manager, Elite ( UAE National )

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Last checked: 17 hours agoStatus: Live

Job Summary

Support Relationship Managers in managing an affluent HNWI/UHNWI portfolio by delivering exceptional client service and coordinating onboarding, account documentation, meetings, and portfolio reviews. Assist with executing investment transactions and wealth management activities, including subscriptions, redemptions, switches, and preparing performance reports. Help drive business development through referrals and cross-selling while ensuring timely transaction processing, accurate records, and strict adherence to KYC/AML/FATCA/CRS and other regulatory requirements.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Support Relationship Managers in managing assigned client portfolios and responding to client inquiries and service requests.
  • •Assist with onboarding new clients, completing account-opening documentation, and coordinating client meetings and portfolio reviews.
  • •Execute or support investment transactions (subscriptions, redemptions, switches) and prepare client portfolio reviews, performance reports, and investment summaries.
  • •Help identify business development opportunities via referrals, acquisition initiatives, and marketing campaigns, including cross-selling relevant products.
  • •Ensure timely execution of client instructions, liaise with operations/custody/treasury/compliance teams, and maintain KYC/AML/FATCA/CRS compliance and accurate client records.

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Business Administration, Banking, or a related field.
  • •3–5 years of experience in Wealth Management, Private Banking, Priority Banking, Investment Advisory Support, or Relationship Management.
  • •Understanding of investment products such as mutual funds, structured products, fixed income, insurance, and treasury solutions.
  • •Knowledge of UAE banking regulations and compliance requirements, including KYC/AML/FATCA/CRS.
  • •Desirable professional certifications such as CISI, CFA Level I, or CWM (or equivalent).
Experience:3-5 yearsWealth managementPrivate bankingPriority bankingInvestment advisoryRelationship managementUAE banking
Education:Bachelor's in Finance, Economics, Business Administration, Banking (or related field)
Skills:Client serviceCommunicationRelationship managementConfidentialityAttention to detail
Certifications:CISICFA Level ICWM

Eligibility

Nationality:UAE National

Company Brief

Commercial Bank of Dubai
Commercial Bank of Dubai (CBD) is a UAE-based full-service bank providing personal, corporate and digital banking solutions, trade finance, treasury and wealth services. Operating for over 50 years, CBD supports UAE businesses and individuals through branches and digital channels.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Dubai, United Arab Emirates
Founded: 1969
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