About the Role
The company Wealth Management unit specializes in developing and managing tailored wealth solutions for High-Net-Worth Individuals. It offers a diverse array of Shariah-compliant investment products across various asset classes, including Sukuk, funds, equities, and structured products. The team collaborates closely with sales channels and key internal stakeholders to continuously enhance its product offerings, aiming to meet the evolving needs of customers and seize market opportunities. Through strong product knowledge, effective stakeholder collaboration, and ongoing process improvements, the unit aims to grow its investment portfolio, deliver an exceptional customer experience, and increase its contribution to the company's overall profitability.
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Responsibilities
- Manage client accounts and execute Basic Banking transaction requests, such as transfers, cheques clearing, cash transactions, and the opening, closing, and renewal of Fixed Deposits.
- Coordinate with Operations, Credit, Compliance, and other relevant departments to assist Relationship Managers (RMs) in executing client instructions.
- Exercise appropriate checks and controls as per the company's policies under the RM’s supervision.
- Communicate directly with clients on minor operational matters.
- Ensure client confidentiality and adherence to related processes.
- Prepare basic documentation (e.g., IOSIR, compliance, account opening forms) and maintain accurate client records.
- Ensure that complete and accurate information is provided in all client documentation before submitting to operations and other departments, under the RM’s supervision.
- Assist other senior team members as required.
Qualifications
- Undergraduate degree in a relevant field or equivalent.
- Minimum of 1-2 years of banking experience, preferably in a customer care or service environment.
- Advanced knowledge of Basic Banking products and services, as well as associated operational processes.
- Good understanding of Compliance, Due Diligence, and Anti-Money Laundering Acts, in addition to standard banking procedures.
- Diligent with strong attention to detail, a customer service attitude, and professional behavior.
