About the Role
In this position, you will be part of the relationship management team, playing a vital role in providing outstanding customer experience to valuable Global Private Banking (GPB) clients. Your contribution will help increase the Relationship Managers' (RM) client-facing time and enable them to achieve their KPIs, which include activity management, client satisfaction, sales quality, acquisition, recurring income, and total relationship growth of their portfolios.
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Responsibilities
- Provide high-quality sales support to a team of GPB RMs focused on securing appointments and servicing their clients.
- Reduce the time spent on process and administrative tasks by RMs to increase their capacity for client engagement.
- Assist RMs in managing client contact and service, including responding to client calls and resolving inquiries on transactional needs in the RM's absence.
- Manage key event reminders to maintain active contact with clients.
- Prepare and complete sales documents, manage data input and report generation, and liaise with support functions throughout the client purchase process.
- Handle client inquiries and complaints related to the RM portfolio in a timely and appropriate manner, aiming to resolve issues at the first point of contact.
- Proactively engage with clients in face-to-face and telephone settings, updating client profile screens with details of client contact.
- Maintain a basic understanding and technical knowledge of relevant products and services.
- Support RMs in executing suitable solutions for clients’ needs and ensure efficient follow-up.
Requirements
- Prior experience in the financial industry with a strong understanding of core products, GPB propositions, as well as familiarity with retail and wealth product processes.
- Ability to deliver client experience and needs-based solutions through effective communication, influencing, and sales skills.
- Solid knowledge of appropriate branch operational procedures.
- Money Laundering Awareness Certificate is preferred.
- Knowledge of relevant regulatory governance in the market.
- A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).
Benefits
- A commitment to fostering a culture where all employees are valued and respected.
- Opportunities for continuous professional development, flexible working arrangements, and a chance to grow within an inclusive and diverse environment.
- Recognition that diversity enhances the ability to innovate, manage risk, and grow sustainably.
