Wealth Services Consultant

Career Opportunities : Wealth Services Consultant (7494)

Commercial Bank, founded in 1975 and headquartered in Doha, plays a vital role in Qatar’s economic development by offering a range of personal, business, government, international and investment services. We believe in empowering our employees, providing them with opportunities for growth and professional development. By Joining us, you’ll be part of a workplace culture that fosters innovation, supports work-life balance, and encourages you to reach your full potential. Join us in shaping the future of banking! Job Summary

Acting as a Client Relationship Manager / Investment RM to deliver Wealth Management product and services to clients, with a focus on generating Wealth Sales by adopting cross sell , new client acquisition and being a trusted advisor to ensure both service excellence and profitability for the business.

• Achieve Financial and Non-Financial Sales Targets of all assigned Wealth Products
• Understand customer requirements and advise solutions based on the policies and guidelines set by the bank.
• Meet customer expectations by providing complete information and provide accurate and timely feedback.
• Provide after sales service / support to customers

Key Accountabilities

Retail Sales Wealth Management

team.

Retail Banking

by using CB Video RM and CB Safe Id platforms on all calls.

Other Accountabilities

Requirements

Level-2 CISI

/ internal accreditation is

required

to sell regulated products like Mutual Funds, Bonds, Leasing Fund, Structured notes. 3-4 years

of relevant sales experience in

banking / financial services

industry Why Commercial Bank

Best Digital Bank in the Middle East 2024

by World Finance

and Best Mobile Banking App in the Middle East 2024

by Global Finance. An Innovation-Driven, Digital-First Environment

where employees work with the latest tools and technologies to redefine banking Opportunities for Global Partnerships & International Exposure , connecting employees with global networks and perspectives.A focus on

Employee Well-being & Work-Life Balance , ensuring a healthy and supportive environment for all team members Competitive Compensation & Benefits

that ensure our employees are rewarded for their dedication and performance A strong Commitment to Diversity, Equity & Inclusion , fostering a culture that values every individual’s unique perspective. At Commercial Bank, we don’t just offer careers, We shape futures by pioneering digital transformation

in Qatar’s banking sector, blending

digital-first

approach to redefine banking through

innovative

solutions. Disclaimer : We appreciate your interest in joining CBQ! Please note that only selected candidates will be contacted for further steps in the hiring process. This job posting is for informational purposes only, and CBQ reserves the right to modify, withdraw, or close it at any time without notice.

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