Associate Banker - Emiratized Role

About the Role / About the Job
Actively supports the client-facing front office function for Relationship Managers of Private Banking and Key Client Group UAE office(s); supports customers onshore & offshore with Credit Lending Facilities and provides support to the Business Planning and Strategy team.

Key Responsibilities
Customer Centric duties

• Working on day-to-day transactions & operations of customers.
• Handle all customers' enquiries directly and/or queries directed from the Relationship Manager.
• Update customers and/or the Relationship Managers on the Customer portfolios as required.
• Supports Relationship Manager(s) on client queries and requests (call clients, send and receive documents).
• Supports in ensuring proper processing of client applications, obtain and maintain appropriate documentation.
• Supports in the preparation of requests for investment credit facilities, monitor leverage coverage, maturities and interest repayment.
• Prepares weekly/monthly reports including the monthly sales report for the Relationship Manager(s).
• Coordinates with Operations team and other stakeholders as required.
• Coordinates with Investment Desk for execution of Customer investments related requests.
• Coordinates with middle office & back office in International Locations as required.
• Responsible for entering & monitoring all customers’ data on the core banking system.
• Assists with communication to the International Locations when needed to be done.
• Covers for the other team members in their absences.
• Other tasks as requested.

Frameworks, Boundaries, & Decision-Making Authority
Policies and Procedures designed by EPB, aligned with the company's Framework along with regulatory Guidelines, are to be adhered to.

Requirements / Qualifications

• Ability to work within a team and develop professional relationships.
• People management and the ability to handle complex and delicate situations simultaneously.
• Order reasoning, involving the interpretation of regulatory rules and compliance policies.
• High proficiency with standard computer software programs such as Microsoft Excel, Word, PowerPoint, and Outlook.
• Financial and Investment services industry experience.
• Organize, prioritize, manage, and track multiple detailed tasks and assignments efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels.
• Ensure effective coordination between assigned area and other functional areas.

Advanced Knowledge of:

• Features, benefits, and risks associated with various financial products and services traditionally sold to retail clients at different affluence and sophistication levels. Knowledge of retail banking and trust products and services.
• Investment Products management and the end-to-end lifecycle of investment and banking products is a plus.

Skills

• Good interpersonal, communication, relationship, and multilingual skills.
• People management.
• Order reasoning.
• High proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Financial and Investment services industry experience.
• Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments.
• Ability to communicate effectively and professionally, both orally and in writing, with all organizational levels.
• Ability to ensure effective coordination between assigned area and other functional areas.