Assistant Manager, Wealth & Investment Products

Commercial Bank of Dubai
Dubai
Workplace: OnsiteFull timeFunction: Administration & Executive AssistanceExperience: 5-7 yearsEducation: bachelorsSkills: ["Stakeholder management","Analysis","Communication","Governance","Process improvement"]

Support the management and enhancement of the bank’s wealth and investment product proposition by assisting with product lifecycle management, governance, performance monitoring, MIS reporting, and sales enablement across Wealth Management. Partner with product, sales, advisory, compliance, risk, operations, and technology teams to implement competitive, compliant, client-focused investment solutions. Monitor market trends and competitor offerings, automate reporting where possible, and maintain product documentation and governance trackers.

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FursaFursa
Commercial Bank of Dubai
Commercial Bank of Dubai
22 hours ago

Assistant Manager, Wealth & Investment Products

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Last checked: 12 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Support the management and enhancement of the bank’s wealth and investment product proposition by assisting with product lifecycle management, governance, performance monitoring, MIS reporting, and sales enablement across Wealth Management. Partner with product, sales, advisory, compliance, risk, operations, and technology teams to implement competitive, compliant, client-focused investment solutions. Monitor market trends and competitor offerings, automate reporting where possible, and maintain product documentation and governance trackers.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Assist in managing the lifecycle of wealth and investment products, including mutual funds, fixed income products, structured notes, alternative investments, FX products, and deposits.
  • •Maintain and update product programmes, policies, Standard Operating Procedures, Key Facts Statements, and related product documentation.
  • •Coordinate approvals, launches, reviews, and ongoing product management activities with internal stakeholders and external product providers.
  • •Generate and analyse product performance metrics and AUM trends; create MIS reports, dashboards, and product performance packs to support continuous improvement.
  • •Support sales and relationship teams with product information, training materials, market updates, and sales enablement tools while ensuring suitability and regulatory compliance.

Key Requirements

  • •Bachelor’s degree in Finance, Economics, Business Administration, Banking, or a related discipline.
  • •Minimum 5–7 years of banking/financial services experience, preferably in Wealth Management or Investment Products/Product Management/Investment Advisory.
  • •Strong knowledge of wealth and investment products including mutual funds, fixed income, structured products, FX products, alternative investments, and deposits.
  • •Experience with product support, product governance, MIS reporting and dashboards, product documentation, stakeholder coordination, and sales enablement.
  • •Knowledge of suitability, client risk profiling, KYC/AML, FATCA/CRS, conduct risk, and UAE banking regulatory requirements is preferred.
Experience:5-7 yearsBankingFinancial servicesWealth managementInvestment productsPrivate banking
Education:Bachelor's in Finance, Economics, Business Administration, Banking, or related discipline
Skills:Stakeholder managementAnalysisCommunicationGovernanceProcess improvement
Certifications:CISICFACFPCWM
Tech Stack:MIS reportingDashboardsReporting automation

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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