Assistant Relationship Manager - Private Banking

Client of Michael Page

Posted 30+ days ago

Experience

2 - 5 Years

Education

Any Graduation

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities


Job Description
  • Support RMs with day to day management of HNW/UHNW client portfolios.
  • Prepare, coordinate and process KYC, onboarding, account opening and periodic reviews for individual, corporate, foundation, and offshore structures.
  • Ensure full compliance with UAE regulatory requirements and internal policies across all documentation and due diligence processes.
  • Act as a secondary point of contact for clients, handling enquiries, requests, and administrative deliverables.
  • Liaise with compliance, onboarding, legal, and operations teams to ensure smooth and timely completion of client documentation.
  • Maintain accurate client records, monitoring key deadlines and proactively identifying outstanding requirements.
  • Support RMs with client reporting, credit requests, product documentation, and transactional follow ups.
  • Assist with preparation of client presentations, reviews, and portfolio summaries.
The Successful Applicant
  • 2-5+ years' experience as an ARM/Client Service Officer within private banking or wealth management.
  • Strong understanding of client onboarding, KYC, CDD/EDD, and account opening procedures.
  • Experience handling complex structures (foundations, corporates, offshore entities, trusts, and individuals).
  • Knowledge of UAE regulatory frameworks, including local AML/KYC guidelines.
  • Excellent client communication skills, with experience dealing directly with HNW/UHNWI profiles.
  • Strong organisational skills, high attention to detail, and ability to manage multiple workflows.
  • Proficiency in banking systems, documentation processes, and cross functional coordination.

Company Industry

Department / Functional Area

Keywords

  • Assistant Relationship Manager

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