About the role
Job Purpose The Client Services Specialist role supports the Head of Client Services as well as the frontline Wealth Advisors in the following activities: Assisting Wealth Advisors with taking client orders for new Investments & Lending transactions, managing the suitability and other pre-sale risk & compliance checks, post trade updates to clients and other stakeholders in Dubai Attending to client and prospect inquiries about the branch’s WM proposition and processes Providing assistance to t…