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Senior Officer, Wealth Investment Services
1 week ago
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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