Senior Officer, Wealth Investment Services

1 week ago


Abu Dhabi, Abu Dhabi, United Arab Emirates Sundus Recruitment and Outsourcing Services, Abu Dhabi Full time


Job Title: Senior Officer, Wealth Investment Services

Location: UAE

Experience: 3 to 5 Years

Language: Excellent in English

Education: Preferably bachelor's degree in finance/Accounts or equivalent

Job Description

  • Preferably 3 years of experience in a bank/financial institution with exposure to wealth/consumer operations and account services.
  • Handling of the WM Investments Helpdesk.
  • Input of Investment Cash Account Opening/Closure, Portfolio Creation/Closure and Account Maintenance activities.
  • Prepare periodic MIS/Business Reports for wealth operations which details the complete activities performed by the team.
  • Funds transfer to Providers for Other Products & Mutual Funds.

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