Senior Officer - Wealth and Investment Specialist

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Last checked: 1 hour agoStatus: Live

Job Summary

Own end-to-end operational governance for wealth and investment products, including equities, mutual funds, structured products, fixed income, bonds, and bancassurance. Oversee trade and transaction lifecycle processing against cut-offs and SLAs, perform daily reconciliations, and resolve exceptions with aging/escalation controls. Partner with brokers, asset managers, custodians, insurance partners, and internal teams to maintain a strong risk/control environment, ensure SCA/CBUAE compliance, and deliver accurate MIS and operational reports.

Location: Dubai

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide end-to-end operational governance of wealth and investment products including equities, mutual funds, bonds, structured products, and bancassurance.
•Manage investment and insurance product setup and admin terminal configurations to ensure data accuracy and system integrity.
•Oversee the full transaction and trade lifecycle to ensure timely, accurate processing against market cut-offs and SLAs.
•Perform and review daily reconciliations across cash, income, units/holdings, and premiums, and resolve reconciliation breaks with strong aging and escalation controls.
•Ensure regulatory compliance (SCA, CBUAE, Insurance Authority) and prepare accurate MIS and operational reports; liaise with brokers, asset managers, custodians, and insurance partners.

Key Requirements

•Minimum 5–7 years of banking experience in wealth/investment operations, brokerage operations, securities back office, retail investment products, or bancassurance with accountability for end-to-end delivery.
•Bachelor’s degree in finance, Commerce, Business Administration, Economics, or a related field.
•Advanced certifications in equities, capital markets, investments, insurance, or operational risk are preferred.
•Knowledge of AI and automation tools.
•English essential; Arabic preferred.

Experience:5-7 yearsBankingWealth managementFinancial servicesBancassuranceSecurities back office

Education:Bachelor's in finance, Commerce, Business Administration, Economics, or related field

Skills:Operational excellenceRisk managementContinuous improvementAttention to detailStakeholder management

Languages:EnglishArabic

Tech Stack:AIAutomationMaker-checker controls

Company Brief

RAKBANK

Website

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RAKBANK

1 month ago

Senior Officer - Wealth and Investment Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 hour agoStatus: Live

Job Summary

Location: Dubai

Workplace: Onsite

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Mid level

Key Responsibilities

•Provide end-to-end operational governance of wealth and investment products including equities, mutual funds, bonds, structured products, and bancassurance.
•Manage investment and insurance product setup and admin terminal configurations to ensure data accuracy and system integrity.
•Oversee the full transaction and trade lifecycle to ensure timely, accurate processing against market cut-offs and SLAs.
•Perform and review daily reconciliations across cash, income, units/holdings, and premiums, and resolve reconciliation breaks with strong aging and escalation controls.
•Ensure regulatory compliance (SCA, CBUAE, Insurance Authority) and prepare accurate MIS and operational reports; liaise with brokers, asset managers, custodians, and insurance partners.

Key Requirements

•Minimum 5–7 years of banking experience in wealth/investment operations, brokerage operations, securities back office, retail investment products, or bancassurance with accountability for end-to-end delivery.
•Bachelor’s degree in finance, Commerce, Business Administration, Economics, or a related field.
•Advanced certifications in equities, capital markets, investments, insurance, or operational risk are preferred.
•Knowledge of AI and automation tools.
•English essential; Arabic preferred.

Experience:5-7 yearsBankingWealth managementFinancial servicesBancassuranceSecurities back office

Education:Bachelor's in finance, Commerce, Business Administration, Economics, or related field

Skills:Operational excellenceRisk managementContinuous improvementAttention to detailStakeholder management

Languages:EnglishArabic

Tech Stack:AIAutomationMaker-checker controls

Company Brief

RAKBANK

Website