Specialist - Private Banking Services - UAE National Emirates Islamic

JOB PURPOSE

As a Specialist in Private Banking Services you will be responsible for supporting 1-2 Relationship Managers and their clients. You will be responsible for handling all client requests pertaining to basic banking products and services and manage the client s accounts and their documentation requirements. In addition, you will support your Relationship Managers with customer requests and all service-related transactions.

RESPONSIBILITIES

• Support Relationship Managers (1-2) in the day-to-day management of client relationships
• Manage client s accounts and execute Basic Banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing and renewal of Fixed Deposits, account opening, maintenance, closure etc.)
• Coordinate with Operations, Credit, Compliance, legal and other relevant departments to support the RM s to execute client instructions
• Exercise appropriate checks and controls as per Bank s policies under the Lead s supervision
• Communicate directly with the client on operational matters and for call back confirmations.
• Ensure Client Confidentiality and related processes
• Prepare basic documentation (e.g. IOSIR, compliance, account opening forms, etc.) and keep client records
• Ensure complete and accurate information is provided in all client documentation, before submission to operations and other departments, under the Lead s supervision
• Assist other (senior) team members as and when required
• Attend to service requests and ensure every query is addressed in given timeline.
• Raise Service Requests to other departments and follow up on the progress.
• Placing trade orders on Moxy for buy & sell of investment instruments.
• Coordinate with investment advisors on clarification regarding investment transactions.
• Back up colleagues as and when required.
• Assist RMs with annual review collection of documents and tracking to relevant departments and follow up on completion.
• Sending transaction copies for archival.

REQUIREMENTS

Education

• Undergraduate degree in a relevant field or equivalent
  

Experiences

• Experience in the framework and business etiquette in MENA markets.
• Experience in a customer care / service environment
• Minimum 1-2 years related work experience
  

Knowledge & Skills

• Advanced knowledge of Basic Banking products & services as well as associated operational processes
• Good understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures.

What We Offer you:

• Competitive salary package
• Market-leading incentives
• Strong emphasis on work/life balance
• Generous annual leave entitlement and Private Healthcare
• World-class Learning & Development platform and career development
• Preferential banking facilities for employees