About the Role
The company aims to be the international bank of choice for affluent customers, supporting 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), helping deliver an outstanding experience for affluent clients while enabling relationship managers to focus on client-facing activity and portfolio growth.
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Responsibilities
In this role, you will:
- Provide high-quality sales and administrative support to PWRMs, including appointment setting and client servicing.
- Respond to client enquiries, resolve routine transactional requests, and direct clients to the appropriate channels when needed.
- Manage client contact, event reminders, and CRM updates to maintain accurate and active client records.
- Prepare sales documentation, input data, generate reports and coordinate with support functions to complete client requests.
- Support the smooth delivery of suitable product 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 strong knowledge of the PWRM client portfolio using CRM and analytical tools.
- Ensure wealth-deal input quality and error rates remain within required standards.
- Maintain up-to-date knowledge of relevant products, services, processes, and regulatory requirements.
Requirements
To be successful in the 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.
- Experience using CRM or relationship-management platforms.
- Understanding of branch operations and relevant 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 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
You’ll achieve more at the company by working in an inclusive and diverse environment that promotes continuous professional development, flexible working, and opportunities to grow. The organization values diversity as a means to innovate, manage risk, and achieve sustainable business growth.
