Private Banking Manager Commercial Bank of Dubai UAE

Commercial Bank of Dubai is presently looking for qualified and experienced candidate for the job the role of Private Banking Manager. The selected candidate will be responsible to manage efficiently, grow and advise a portfolio of Ultra High Net Worth clients, providing them with the highest quality service and advice. Working with clients to evaluate their financial data and investment objectives in order to recommend and implement the most appropriate investment strategy.

Responsibilities of Private Banking Manager

• Planning: Devise and implement realistic annual business plan in aid of achieving annual financial targets.
• Client Service: Provide the highest quality service by building, maintaining and growing relationships with clients.
• Meet and work with clients to evaluate their financial data and investment objectives in order to recommend & implement the most appropriate investment strategy and understand each client’s financial objectives and provide tailor made services.
• Responsible for immediate closure of all queries and issues of the wealth customers related to banking products and services.
• Reports: Responsible to provide monthly client portfolio reports to management.
• Interdepartmental Coordinator: Actively liaise with various departments to provide and gain leads for prospective business and new clientele. Coordinate with the Legal to verify all customer contracts.
• Ensure all departments coordinate in a timely manner providing excellent customer service to clients.
• Corporate Governance: Ensure all documentation is completed accurately, within the agreed timeframes and all necessary supporting documents are obtained.
• Ensure full compliance to risk policies and procedures to minimize the error ratios and customer frauds.
• Comply with Basel II framework for all retail banking operations.
• Comply with Anti Money laundering requirements.
• Ensure that all investment recommendations are made in line with the banks prescribed investment approach.

Qualification & Experience

• Bachelor’s in Business Management.
• Post graduate qualification is a plus
• Relevant professional certification.
• 5-8 years in wealth management preferably with local banks and other international banks operating within the region.
• Building and Maintaining Relationships.

Relationship Manager Commercial Bank of Dubai UAE