Assistant Relationship Manager, Elite ( UAE National )
Core
Support Relationship Managers in managing portfolios of affluent, High-Net-Worth, and Ultra-HNet-Worth clients by coordinating investment transactions, wealth advisory activities, and client service.
Role type
Assistant Relationship Manager (Private Banking)
Builds
Client portfolios, investment transactions, and wealth management solutions for HNWI/UHNWI clients.
Domain
Banking and Wealth Management in the UAE (via careerplan.io/jobs/14-007-46-07B-assistant-relationship-manager-elite-uae-national-at-cbd)
Deliverable
client delivery
Required skills
Client relationship management, investment transaction coordination, regulatory compliance (KYC/AML), business development support, financial reporting, cross-selling of banking products
Preferred skills
CISI, CFA Level I, CWM certifications, knowledge of structured products and treasury solutions
Technologies
Bank systems and databases for client records and portfolio tracking
Responsibilities
Maintain regular communication with clients and respond to inquiries, assist in onboarding new clients and account documentation, coordinate client meetings and portfolio reviews, execute investment transactions and subscriptions, identify business development opportunities and maintain referral pipelines, liaise with Operations and Compliance teams, prepare business reports and portfolio summaries, conduct periodic client file reviews for compliance
Seniority
Mid-level, hands-on IC