Wealth Management Jobs in Dubai - Vacancies in Nov 2021 - Drjobpro.com :sortBy
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14714+ Wealth Management Jobs in Dubai

14714+

Wealth Management Jobs in Dubai

Wealth Management Jobs in Dubai


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Dynamics 365 Customer Engagement Plan CRM configuration Design and implement Business Units and Security Roles Configure Users and Teams Create and configure custom entities including standard and activity entities Design create and configure relationships between entities Create and configure Views Charts Forms Dashboards for both system and custom entities Create and implement custom workflows plugins actions Implement Field Security and Access Team Templates Have good understanding of Dynamics 365 License Model Dynamics 365 Customer Engagement Plan CRM customization Understand the Microsoft Dynamics CRM SDK o Understand Concept of Publishers o Entity and Data Modelling o Configure Business Rules Workflows o Develop Plugins Custom Activities o Working with CRM APIs integration to third party Web Services APIs o Experience with C oData Ajax WCF Azure Blob Storage o OOB Report and SSRS Reports FetchXml SQL o Experience with Power Automate MS Flow Power Apps Both Good to Have Design create and configure Solutions Less

Dynamics 365 Customer Engagement Plan CRM configuration Design and implement Business Units and Security Roles Configure Users and Teams Create and configure custom entities including standard and activity entities Design create and configure relationships between entities Create and configure Views Charts Forms Dashboards for both system and cust More..



Responsibilities: . Will be responsible to oversee all the financial transactions and investments. . Prepare relevant reports for the management. . Analyze revenue, credit and expenses. . Will work closely with the accounts and senior management team to help with decision making about investment funding and expense management. . Will be dealing with local and international banks on behalf of the management thus should be an excellent communicator. . Should possess strong accounting and analytical skills and good business acumen. Skills Skills : . Bachelor’s Degree in Accounting/ Finance . Should be fluent in Arabic and English Less

Responsibilities: . Will be responsible to oversee all the financial transactions and investments. . Prepare relevant reports for the management. . Analyze revenue, credit and expenses. . Will work closely with the accounts and senior management team to help with decision making about investment funding and expense management. . Will be dealing More..


Wealth Management Relationship Manager

0 Year
Negotiable
UAE / 0 Year / Negotiable

To provide to clients a full range of Banking as well as Wealth Management products. To develop long-term relationships with the clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios in line with Citi Views. Offer products to help clients make informed decisions. Generate growth in AUM and revenue streams that will ensure delivery of the financial plan and achievement of the business objectives through effective client acquisition and management of portfolio of clients . To achieve individual targets against Key Performance Indicators, including revenue targets, to grow client base, AUM and account profitability while maintaining a high standard of service quality. To perform KYC / AML reviews, including High Net worth Individual’s annual reviews & Due Diligence reviews in a timely manner and in meeting the standards in substance. Maintain satisfactory Control & Compliance environment with full adherence to all laws and regulations and Citigroup Policies and Procedures. Less

To provide to clients a full range of Banking as well as Wealth Management products. To develop long-term relationships with the clients by preparing investment strategies to help them achieve their financial goals, offering advice and information on various investments to guide them in managing their portfolios in line with Citi Views. Offer prod More..



The Front Office (Relationship Management) is the key sales unit for the Private Bank. Front Office staff are the main point of contact for all clients and generate the income for the Private Bank. Presently, it consists of 8 markets (each managed by 1 Market Leader), Dubai & Northern Company being one of the largest markets. The markets in turn are sub-organized in teams (each managed by 1 Team Leader). Each team consists of 2-6 Relationship Managers and 1-3 Assistant Bankers. The Director is an important pillar within the Front Office of the Private Bank. The position has mainly Revenue generating responsibilities. The Director typically manages a portfolio of AED 500-1Bmillion generating AED 4 to 12 million Revenue Managing an own book to generate Net New Money & Revenues for the Private Bank Identify new prospects and develop them to become clients Key Results Performance Measures Main Tasks 1. Contribute to the growth of the Private Bank - NNM (own book): AED 400 m p.a. - Revenue (own book): Depending on the size of the total book this can vary between AED 5 m and 10 m Financial - Net New Money (as per FIN CWM reporting) - Revenue (as per FIN CWM reporting) - Maintain and grow own existing client relationships - Identify potential prospects and develop them to become clients of the bank 2. Increase the share of Invested Assets - Target of 20% share of invested assets in 2012 (Investments as percentage of Assets under Management), and up to 30% and 40% in 2013 and 2014 respectively Financial - Share of Invested Assets (as per FIN CWM reporting) - Liaise with the Private Banking Investments Team to deliver effective banking solutions tailored to the clients’ requirements - Constantly explore Investment opportunities with the client according to his / her Risk appetite - Regularly conduct quarterly account reviews in liaison with the allocated Investment Advisor (for accounts above a certain balance threshold) and extend Investment Proposals as result of the review 3. Increase the clients share of wallet and contribute to the diversification of the Private Bank - Cross-refer clients to other business units of the Bank (Corporate Banking, Trade Finance, Treasury and others), total number of referrals as per individual KPI scorecard - Place and/or originate Direct Investment Deals, total number of deals and volume as per individual KPI scorecard Qualitative - Number of referrals made to other units of the Bank - Number of Direct Investment Deals placed - Work closely with key client relationships and other units within the Bank on the origination of direct investment opportunities - Establish and develop strong partnerships throughout the entire Private Bank and other ENBD business lines, including close collaboration with the Corporate Banking, Retail Banking, Investment Banking and Asset Management 4. Increase team work and develop team members - Better team spirit - Structured individual training and development plans for each team member Qualitative - Number of clients and prospects known and supported by Senior team members - Actively introduce clients and prospects to Senior team members and seek guidance and support in terms of relationship management and products to develop them 4. Person Specifications (required to carry out the job, not what the current or recommended incumbent possesses) Specifications Description of Knowledge / Skill etc. Desirable or Essential A. Education General Professional - MBA in Finance or Bachelors degree - CFA or equivalent financial services qualifications Essential Desirable B. Experiences (Years & Type) Industry Regional Functional - Min. 4 years of relevant experience in Financial Services - Min. 1 years of experience in Middle Eastern markets Essential Desirable C. Knowledge & Skills Technical Managerial - Strong knowledge about the majority of all assets & liabilities products as well as capital markets, portfolio management and investment products - Full understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures - General understanding of legal structures (Offshore, Trusts) D. Behavioral Competencies Thinking Related People Related Self Related - Foster and promote entrepreneurial spirit and curiosity amongst team members and culture - Lead by example by possessing the ability to not only inspire junior team members but also develop an own book of clients successfully Essential Requirements Looking for Relationships Manager in Bank Minimum 4-6 years of experience Emirati National needed for role Professional will working in UAE for training of Director role and then will be moving to London, UK. Looking for Relationships Manager in Bank Minimum 4-6 years of experience Emirati National needed for role Professional will working in UAE for training of Director role and then will be moving to London, UK. Less

The Front Office (Relationship Management) is the key sales unit for the Private Bank. Front Office staff are the main point of contact for all clients and generate the income for the Private Bank. Presently, it consists of 8 markets (each managed by 1 Market Leader), Dubai & Northern Company being one of the largest markets. The markets in tur More..


Management Office

2 - 2
AED 0 - 0
UAE / 2 - 2 / AED 0 - 0

Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are executed as per the agreed timelines, quality, budget and that customer requirements are met Project risk management including risk assessment strategy, policies, and actively mitigating these Work closely with loyalty team members to prepare regular senior management packs and meetings for steering on programme performance, strategic initiatives and design Manage multiple internal stakeholders regarding programme strategy and implementation using the appropriate content / forum, across levels of seniority and functions Less

Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are executed as per the ag More..


Revenue Management

2 - 2
AED 0 - 0
UAE / 2 - 2 / AED 0 - 0

Job Description: Reporting to the VP of Sales and Marketing. You will lead the strategic admission pricing development, Including rack, discounts, seasonal, structure, package structure, annual passes and channel strategy. You will ensure the key product pricing guidelines are followed and there is consistency of marketing, sales and pricing activities through the year. You will also provide insights through past activities, trends and customer behavior to help optimize revenues. Carry out visitation and revenue budgeting, forecasting and analysis. Monitor, report and analyze results, Less

Job Description: Reporting to the VP of Sales and Marketing. You will lead the strategic admission pricing development, Including rack, discounts, seasonal, structure, package structure, annual passes and channel strategy. You will ensure the key product pricing guidelines are followed and there is consistency of marketing, sales and pricing a More..


Management Office

2 - 2
AED 0 - 0
UAE / 2 - 2 / AED 0 - 0

Job Responsibilities Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are executed as per the agreed timelines, quality, budget and that customer requirements are met Project risk management including risk assessment strategy, policies, and actively mitigating these Work closely with loyalty team members to prepare regular senior management packs and meetings for steering on programme performance, strategic initiatives and design Manage multiple internal stakeholders regarding programme strategy and implementation using the appropriate content / forum, across levels of seniority and functions Job Requirements Create a collaborative team environment Accurate and transparent tracking of project activities, status, risks Coordination of the loyalty team and the wider organization to achieve project goals Less

Job Responsibilities Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are e More..


Office Management

0 - 0
AED 0 - 0
UAE / 0 - 0 / AED 0 - 0

Coordinate across functions and business units to streamline bookings, activities and events taking place at the experience center Collaborate and coordinate with business units to organize activities they that’d like to conduct or products that they’d like to showcase in the experience center Control the booking system, ensuring that bookings are fairly placed with no double bookings Investigate when there are dubious bookings Ensure the experience center is utilized to its fullest extent across departments in support of all business and interdepartmental objectives. Align business goals with customer-focused culture Greet clients and ensures a great customer experience is delivered to each customer Lead the tour of the experience center to clients Grant access to the various experience center rooms when needed Take charge of gathering the catering orders for client meetings, projects, workshops and ensures successful delivery and service Is always present to host clients for exceptional meetings scheduled after 6pm Keep track of clients visits and their visual experiences on each visit Deliver an exceptional customer experience at all touch points Help develop our team, including onboarding, training, and coaching team members to deliver best-in-class customer service Ensure the experience center team members are properly supported and informed of needed information to best conduct day-to-day tasks as well as special projects. Supervise floor support and AV technicians in correct set-ups of the rooms Assist the floor support in setting up “The Difference” and “The Lab” Ensure team members are responding to customer and employee concerns in a timely and efficient manner Ensure policies, procedures, and practices are communicated, monitored, and enforced uniformly amongst all people in the team Identify development areas and drive all strategic and operational activities through to successful completion Design process improvements that help standardize and drive best practices across the organization Identify change initiatives to support successful productivity levels and quality customer service Identify opportunities to reduce costs and/or increase productivity; oversee the implementation of resulting policies, procedures and practices Gather data and analyze KPI’s to identify operational deficiencies and opportunity areas Address external and internal issues and ensure all escalations are resolved in a manner that restores customer faith without burdening the business Participate in the recruitment activities to ensure PwC hires the best talent available Ensure that short term and long term resourcing needs are met; create contingency plans to minimize any negative impact to the day-to-day productivity and effectiveness of the experience center. -Get stuff done - know how to develop and implement a process, problem- solve, and iterate to continually improve. And don’t be afraid to roll up your sleeves and dig in. Basic Qualifications Position Requirements Strong experience managing operations in the hospitality industry is required to be successful in this role 5+ years of customer experience or operations management, with a record of developing customer-facing strategies that drive satisfaction and loyalty Proven engaging leader with a successful track record of delivering service excellence through developing people Experience in strategic planning leading to service excellence required Bachelor's degree required Ability to understand the PwC culture and uphold its integrity High level of customer service excellence required Strong written and verbal communication skills including the ability to articulate ideas clearly and concisely in a variety of settings, adjusting the message to suit the audience Proven ability to motivate, inspire, and lead a growing team in an ever- changing business environment Proven ability to successfully collaborate cross-functionally to achieve business objectives Ability to work a flexible schedule when needed, which may include evening, weekend and holidays Comfortable using data to define goals, and measure progress Effective at translating strategy into tactical actions Experience driving change management and organizational adoption initiatives Highly organized with strong project management skills and ability to prioritize Proactive self-starter, outcome-oriented Passionate advocate for the customer Strong attention to detail Preferred Qualifications Bilingual (English/Arabic) communication abilities are a plus. Bachelor in Hospitality Management preferred. Interest in technology and innovation is a plus. Experience working in a multi-national company strongly preferred. Less

Coordinate across functions and business units to streamline bookings, activities and events taking place at the experience center Collaborate and coordinate with business units to organize activities they that’d like to conduct or products that they’d like to showcase in the experience center Control the booking system, ensuring th More..


Management Office

2 - 2
AED 0 - 0
UAE / 2 - 2 / AED 0 - 0

Job Responsibilities Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are executed as per the agreed timelines, quality, budget and that customer requirements are met Project risk management including risk assessment strategy, policies, and actively mitigating these Work closely with loyalty team members to prepare regular senior management packs and meetings for steering on programme performance, strategic initiatives and design Manage multiple internal stakeholders regarding programme strategy and implementation using the appropriate content / forum, across levels of seniority and functions Job Requirements Create a collaborative team environment Accurate and transparent tracking of project activities, status, risks Coordination of the loyalty team and the wider organization to achieve project goals Less

Job Responsibilities Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are e More..


Management Office

2 - 2
AED 0 - 0
UAE / 2 - 2 / AED 0 - 0

Job Responsibilities Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are executed as per the agreed timelines, quality, budget and that customer requirements are met Project risk management including risk assessment strategy, policies, and actively mitigating these Work closely with loyalty team members to prepare regular senior management packs and meetings for steering on programme performance, strategic initiatives and design Manage multiple internal stakeholders regarding programme strategy and implementation using the appropriate content / forum, across levels of seniority and functions Job Requirements Create a collaborative team environment Accurate and transparent tracking of project activities, status, risks Coordination of the loyalty team and the wider organization to achieve project goals Less

Job Responsibilities Develop and run the Project Management Office with the aim of improving implementation capability and act as single source of truth for the status of current loyalty projects Implement project management tools and best practices to improve efficiency of the team Oversee implementation of loyalty projects to ensure they are e More..