CBD Careers – Investment Administrator

Website Commercial Bank of Dubai

Job Description

  To support Investment Advisors in sales and servicing of investment clients

Job Responsibilities

  • Execute all investment transactions on the system
  •  Execute bond transactions with the fixed income desk
  •  Enter leverage applications on CVX / Cofax system and coordinate with Credit and Credit Admin for booking of facility
  •  Manage all client documentation, collection of original subscription documents and submitting them to back office
  •  Be the single point of contact for all operations related matters and coordinate with back office for smooth transaction processing
  •  Be the single point of contact for Elite and Private Banking RMs for resolving client related service issue
  •  Interact with clients, when required, to resolve service queries or complete documentation 
  • Execute investment subscriptions with external product providers
  • Collate product updates and factsheets from external fund managers and distribute to advisors and RMs across segments

Job Requirements

  • Exposure to wealth management environment would be preferable

  • Ability to interact with clients.

  • Good numbers skills and good knowledge of excel.

  • Accuracy and attention to details

Job Details

Company: Commercial Bank of Dubai

Vacancy Type: Full-time

Job Location: Dubai, United Arab Emirates

Application Deadline: N/A