About the Role
The company International Wealth and Premier Banking strives to be the preferred international bank for affluent customers, catering to their domestic and international banking and holistic wealth management needs. As a Premier Service Manager, you will support a team of Premier Wealth Relationship Managers (PWRMs) to deliver exceptional service to clients, allowing relationship managers to concentrate on client interaction and portfolio expansion.
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In this Role, You Will:
- Provide high-quality sales and administrative support to PWRMs, including appointment setting and client servicing.
- Respond to client inquiries, resolve routine transactional requests, and direct clients to the appropriate channels when necessary.
- Manage client contact, event reminders, and CRM updates to ensure accurate and active client records.
- Prepare sales documentation, input data, generate reports, and coordinate with support functions to fulfill client requests.
- Support the smooth delivery of appropriate products and wealth solutions, ensuring effective follow-up.
- Handle client complaints promptly and professionally, aiming to resolve routine matters at the first point of contact.
- Maintain a strong knowledge of the PWRM client portfolio using CRM and analytical tools.
- Ensure wealth-deal input quality and error rates remain within established standards.
- Stay current on relevant products, services, processes, and regulatory requirements.
To Be Successful in This Role, You Should Meet the Following Requirements:
- Experience in financial services, preferably in retail or Premier banking sales.
- Knowledge of core banking products, the Premier proposition, and retail and wealth processes.
- Proficiency in using CRM or relationship-management platforms.
- Understanding of branch operations and local compliance requirements.
- Strong communication, influencing, teamwork, and client-service skills.
- Ability to deliver needs-based solutions and a high-quality client experience.
- Money Laundering Awareness certification is preferred.
- Willingness to obtain any professional or regulatory qualifications as required by the market.
- A full-time degree of at least three years’ duration is essential for obtaining a UAE visa and work permit. Degrees awarded outside the UAE require valid attestation and equivalency documentation.
Benefits and Culture
At the company, you'll have opportunities to develop professionally and grow within an inclusive and diverse environment. The bank fosters a culture where all employees are valued and respected, and where opinions count. We believe that diversity enhances our ability to innovate, manage risk, and sustain business growth.
Join us and achieve more at the company.
