Manager, Investment Solutions

Commercial Bank of Dubai
Dubai
Workplace: OnsiteFull timeFunction: SalesExperience: 7-10 yearsSkills: ["Relationship management","Client advisory","Market analysis","Risk assessment","Communication"]

Analyze and assess assigned high-risk customer profiles (including PEP identification) against internal policies, risk appetite, and regulations. Lead investment solutions for Elite and Private/HNW clients by identifying and presenting suitable investment options, performing market research, and building comprehensive portfolios. Provide market and portfolio updates, run regular discussions with relationship managers, ensure investment governance, and support product launches and promotions while achieving fee income, sales, and AUM targets.

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FursaFursa
Commercial Bank of Dubai
Commercial Bank of Dubai
4 days ago

Manager, Investment Solutions

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Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live
Reposted: similar role first listed 7 months ago

Job Summary

Analyze and assess assigned high-risk customer profiles (including PEP identification) against internal policies, risk appetite, and regulations. Lead investment solutions for Elite and Private/HNW clients by identifying and presenting suitable investment options, performing market research, and building comprehensive portfolios. Provide market and portfolio updates, run regular discussions with relationship managers, ensure investment governance, and support product launches and promotions while achieving fee income, sales, and AUM targets.
Location: Dubai
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Analyze and assess assigned high-risk customer profiles periodically and upon trigger events (including PEP identification) to ensure alignment with internal risk appetite and regulations.
  • •Identify and present investment options tailored to the unique needs and goals of HNW clients within Elite and Private banking.
  • •Conduct market research and investment product analysis, and create comprehensive investment portfolios for clients.
  • •Coordinate with relationship managers through regular one-to-one discussions to provide knowledge input and improve business opportunities.
  • •Ensure investment governance for all investment transactions, oversee investment strategy/risk/performance evaluation, and support product launch and promotion activities.

Key Requirements

  • •Graduate in a commercially oriented discipline or a diploma in business/finance-related subjects.
  • •7–10 years’ experience in wealth management, investment sales, private banking, or client advisory within consumer banking.
  • •Strong conceptual understanding of capital markets, global macro-economic trends, and investment products.
  • •Excellent ability to assess high-risk customer profiles (including PEP identification) against internal policies, risk appetite, and regulatory requirements.
  • •Excellent investment relationship management and client advisory ability to improve business opportunities and engagement.
Experience:7-10 yearsWealth managementInvestment salesPrivate bankingClient advisoryConsumer bankingCapital markets
Skills:Relationship managementClient advisoryMarket analysisRisk assessmentCommunication

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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Glassdoor: 2.5
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