Home UAE Senior Officer- Wealth Investment Services (Emiratized role - Part time)

Home UAE Senior Officer- Wealth Investment Services (Emiratized role - Part time)

Senior Officer- Wealth Investment Services (Emiratized role - Part time)

Full time at First Abu Dhabi Bank in UAE
Posted on February 5, 2025

Job details

Company Description Join the UAE’s largest bank and one of the world’s largest and safest financial institutions. Our focus is to create value for our employees, customers, shareholders, and communities to grow through differentiation, agility, and innovation. We are looking for top talent and your success is our success. Accelerate your growth as you help us reach our goals and advance your career. Be ready to make your mark at a top company in an exciting & dynamic industry. JOB PURPOSE: The Sr. Officer is responsible for processing all the applications with regard to Investment product’s Subscription, Redemption, Corporate Actions, and Security Transfers, ensuring the process is adhered to Bank compliance, Policies, and procedures. KEY ACCOUNTABILITIES:

  1. Minimize error rates.
  2. Increase in process efficiency.
  3. Improvement in TAT.
  4. Feedback from Stakeholders, by way of Client Satisfaction Index scores.
  5. Adherence to Bank’s policies, processes, and procedures.
Job Context: Core Responsibilities
  1. Handling of the WM Investments Helpdesk.
  2. Receipt and processing of the Investment Subscription and Redemption documents for all investment products in Wealth Management system (alpha) and provider websites (SNG).
  3. Trade Processing, Trade Settlements, Input of Manual Trades, and other exceptions.
  4. Client Import in Alpha (SNG).
  5. Input of Investment Cash Account Opening/Closure, Portfolio Creation/Closure, and Account Maintenance activities.
  6. Mapping the RM to the concerned clients in Citrix (SNG).
  7. Call back validation for deals (SNG).
  8. Price Feed upload in Alpha (SNG).
  9. IPO/New Issuance processing.
  10. Funds transfer to Providers for Other Products & Mutual Funds.
  11. Advisory Cash Account transfers and funds block/unblock in T24.
  12. AMC Maker on Alpha (SNG).
  13. Liaise with the various units like Credit Admin / TED / Private Banking Operations / FCIS/ Transaction Banking Operations / Compliance for the processing activities.
  14. Participate in all process improvement initiatives to bring efficiency and effectiveness.
  15. Additional tasks assigned by the Department Supervisor/Manager.
Internal Collaboration
  1. Develop positive relationships with interconnected departments (PBCAD, Products, IT, Sales Coordinators) in order to provide better service and meet customer expectations.
  2. Coordinating with Internal users and IT team with regards to system issues and resolving them in order to enhance the system.
Policies, Systems, Processes and Procedures
  1. Initiate ideas for new process developments and existing process enhancement and ensure they are implemented with correct approval procedure adhering to Bank’s rules and regulations.
MIS and Reports
  1. Prepare periodic MIS/Business Reports for wealth operations which detail the complete activities performed by the team.
People Management Responsibilities
  1. Share knowledge and train about the particular process or activity to another team member during cross-training and Job rotation.
Minimum Qualification
  1. Preferably Bachelor’s degree in Finance/Accounts or equivalent.
#J-18808-Ljbffr

Apply on company website
Apply safely

To stay safe in your job search, information on common scams and to get free expert advice, we recommend that you visit SAFERjobs, a non-profit, joint industry and law enforcement organization working to combat job scams.

Share this job
See All First Abu Dhabi Bank Jobs
Looking for Ways to improve your career?

Increase your chances with
Courses in Senior , Officer

See All Courses

Similiar Jobs that might interest you

Senior BMS Engineer

 NES Fircroft

... Fircroft !!! Role:  Senior BMS Engineer Location: KSA Contract ... , Exhaust Fans, VAVs Engineering Outputs: Familiarity ...

UAE 30 days ago

Apply on Jobsite

Camp Boss senior

 Global Projects Services AG

... Hail and Ghasha Job Title: Senior Camp Boss Location: UAE, ... is a global leader in engineering services for the design, ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... the world's leading engineering staffing provider spanning ... our clients with the engineering and technical expertise they ...

UAE - Dubai 30 days ago

Apply on Jobsite

... the world's leading engineering staffing provider spanning ... our clients with the engineering and technical expertise they ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... application of basic engineering principles and adherence ... Entry-Level Job Family: Engineering/Science/Technology Product ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... undergraduate degree in engineering, business administration or ... Hire Job Family: Engineering/Science/Technology Product ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... application of basic engineering principles and adherence ... Entry-Level Job Family: Engineering/Science/Technology Product ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... Level: Entry-Level Job Family: Engineering/Science/Technology Product Service Line ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... Degree in STEM (Science, Technology, Engineering and Mathematics) or other related ...

UAE - Dubai 30 days ago

Apply on Jobsite

... Level: Entry-Level Job Family: Engineering/Science/Technology Product Service Line ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... Interfaces with the MWD engineer to ensure BHA ... Experienced Hire Job Family: Engineering/Science/Technology Product ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... undergraduate degree in Engineering, Science or other ... Entry-Level Job Family: Engineering/Science/Technology Product ...

UAE - Dubai 30 days ago

Apply on Jobsite

Non-Operated Well Delivery Specialist

 International Development Company Manpower Supply

... operator provided well engineering drilling designs, cost ... Management: Capture well engineering risks and opportunities ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

Non-Operated Development Engineering specialist

 International Development Company Manpower Supply

... stakeholders. Regulatory Compliance: ·                 Ensure that engineering practices meet industry standards and ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

... Seniority: L1 L2 L3 Area: Engineering Family: 4297_Mater. & Corrosion Engineering ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

Commissioning Offshore System Operator

 Global Projects Services AG

... is a global leader in engineering services for the design, construction ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

Document Controller

 NES Fircroft

... the world's leading engineering staffing provider spanning ... our clients with the engineering and technical expertise they ...

UAE - Dubai 30 days ago

Apply on Jobsite

Non-Operated Operations Excellence specialist

 International Development Company Manpower Supply

... . Prepare and present reports to senior management and stakeholders. Risk Management ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite

Non-Operated Cost Engineer specialist

 International Development Company Manpower Supply

... project plans and engineering solutions. Review cost ... and issues to senior management. Regulatory Compliance: ...

UAE - Abu Dhabi 30 days ago

Apply on Jobsite
See All Senior Jobs
Jobs
Courses
UAE
Middle East
Asia
Europe
Australia
Africa
The Americas
Global
Promote courses on Laimoon Promote your courses
Free virtual classroom software

Copyright 2025 © Laimoon.com Privacy Policy   -    Terms Of Use

Feedback Feedback