Wealth Management Assistant

؜ - ؜دبي ؜ -

تفاصيل الوظيفة

Job Responsibilities:



  • Accompany Wealth Managers in the commercial relationship and the operational support of our clients, in order to discover the management of a client portfolio as a whole.

  • Participate on a daily basis in the management and monitoring of our clients ' accounts in strict compliance with the legislation in force and our internal procedures.

  • Process and encode our customers ' banking transactions in our internal computer system.

  • Initiate and monitor the smooth running of account opening requests and credit files in conjunction with internal operational experts.

  • Establish various internal reports or reports for our customers.


Job Requirements:


Coming from a higher university education, you have experience in commercial
support of customer relations ideally acquired in a private banking or
investment banking environment.

You have very good knowledge of financial markets and products.
Minimum experience level ‎3 - ‎5 years

ملخص الوظيفة

  • المُعلن : Icare technology
  • تاريخ الإعلان : 22/07/2022
  • نوع العمل : -
  • مستوى الخبرة : -
  • المستوى التعليمي : -
  • مكان العمل : دبي
  • الراتب : -
  • الهاتف : -

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