About the Role
The company Wealth Management unit focuses on developing and managing tailored wealth solutions for High-Net-Worth Individuals. The unit offers a diversified range of Shariah-compliant investment products across multiple asset classes, including Sukuk, funds, equities, and structured products. Working closely with sales channels and key internal stakeholders, the team continuously enhances its product proposition to meet evolving customer needs and market opportunities. Through strong product expertise, effective stakeholder collaboration, and continuous process improvement, the unit aims to grow its investment portfolio, deliver an excellent customer experience, and increase its contribution to the Bank’s overall profitability.
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Responsibilities
Key Responsibilities
- Oversee the end-to-end trade lifecycle, including trade execution, validation, confirmation and reconciliation across various asset classes.
- Ensure accurate and timely processing of investment transactions while maintaining compliance with internal policies and regulatory requirements.
- Manage trade operations, investigate discrepancies and resolve operational issues within agreed timelines.
- Monitor trade-related risks, implement effective controls and support audit and compliance reviews.
- Provide middle-office support, including portfolio reviews, investment reporting, corporate actions and client investment requests.
- Analyse market and portfolio data to identify investment opportunities, risks and performance trends.
- Collaborate with Relationship Managers, Investment Advisors, Wealth Specialists and internal stakeholders to ensure seamless service delivery.
- Lead and develop the team, monitor performance and drive continuous process improvements.
Qualifications
Requirements & Skills
- Bachelor's degree in Finance, Economics or a related field.
- Minimum 5 years of banking experience in a similar role, with a proven track record in trade execution and operations.
- Strong understanding of equity and fixed-income markets, mutual funds and structured products.
- Excellent analytical, Excel and problem-solving skills.
- Strong knowledge of trade controls, risk management and regulatory requirements.
- Excellent communication, stakeholder management and teamwork skills.
- Ability to work independently and perform under pressure in time-sensitive environments.
- CISI certification is highly desirable.
