Operating in the UAE for over 50 years, CBD manages the financial requirements
of some of the largest corporates and businesses operating in the country,
driving the UAE economy. Over the years, CBD has transformed into a
progressive and modern banking institution winning multiple awards for its
digital initiatives, credit cards, bank accounts, mobile app features and
services.
CBD has been recognized as the number one bank in the UAE on the Forbes list
of The World's Best Banks 2022.
As we continue to build upon our successes, we are looking for ambitious
individuals who are passionate about the banking and finance industry and the
markets in which CBD operates. Just as important to us is your ability to
demonstrate a talent for dealing with people - your colleagues and our
customers - and delivering service that really goes the extra mile.
Principle accountabilities
Planning
Devise and implement realistic annual business plan in aid of achieving annual
financial targets
Target achievement
Achieve monthly sales and service 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 Coordination:
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
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