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Showing posts with the label Wealth Management

Client Support Officer, Wealth Management

Job Position: Client Support Officer, Wealth Management Job Description: Charterhouse - Dubai - This role shall oversee the support lines provided to the front-line Private Bankers to ensure adequate servicing & monitoring of accounts and the required reporting to clients across various product portfolios, ratios & liquidities. The role shall also extend to the execution of any transaction requests whilst managing any compliance or regulatory issues and documentation support to meet internal policy to facilitate transactional execution. The coverage of the role shall also extend to the oversight & liaison internally across areas of compliance activity; to ensure points are escalated and managed accordingly across AML & KYC factors and to support the client mandate aligned to Group compliance. The position shall also involve areas of marketing, product awareness and market development; whereby providing promotional support to pitch certain product lines and services t

Client Support Officer, Wealth Management

Job Position: Client Support Officer, Wealth Management Job Description: Charterhouse - Dubai - This role shall oversee the support lines provided to the front-line Private Bankers to ensure adequate servicing & monitoring of accounts and the required reporting to clients across various product portfolios, ratios & liquidities. The role shall also extend to the execution of any transaction requests whilst managing any compliance or regulatory issues and documentation support to meet internal policy to facilitate transactional execution. The coverage of the role shall also extend to the oversight & liaison internally across areas of compliance activity; to ensure points are escalated and managed accordingly across AML & KYC factors and to support the client mandate aligned to Group compliance. The position shall also involve areas of marketing, product awareness and market development; whereby providing promotional support to pitch certain product lines and services t

Client Support Officer, Wealth Management

Job Position: Client Support Officer, Wealth Management Job Description: Charterhouse - Dubai - This role shall oversee the support lines provided to the front-line Private Bankers to ensure adequate servicing & monitoring of accounts and the required reporting to clients across various product portfolios, ratios & liquidities. The role shall also extend to the execution of any transaction requests whilst managing any compliance or regulatory issues and documentation support to meet internal policy to facilitate transactional execution. The coverage of the role shall also extend to the oversight & liaison internally across areas of compliance activity; to ensure points are escalated and managed accordingly across AML & KYC factors and to support the client mandate aligned to Group compliance. The position shall also involve areas of marketing, product awareness and market development; whereby providing promotional support to pitch certain product lines and services t

Product Manager - Equities, Wealth Management

Job Position: Product Manager - Equities, Wealth Management Job Description: Standard Chartered Bank - Dubai - Key Roles & Responsibilities: Business Targets P&L management of respective product line Drive new business and strategic initiatives for the product line Drive product/investment metrics or KPI Portfolio Management of Product line Governance Owns and is responsible for Country Addendum (CA's) for the product - no product is to be in place without a CA. Ensure compliance to internal and external governance standards and regulatory requirements where applicable. Risk Management & Processes Responsible for overseeing end to end product process through the product life cycle. This includes soliciting for inputs, working with various teams, providing direction, stakeholder socialisation and finally providing business decision (where required) on the final outcome/decision on the process. Responsible for writing, presenting and obtaining relevant local/global PGC