About the Role
As a Specialist in Private Banking Services, you will be responsible for supporting Relationship Managers and client services within Private Banking. Your role will involve handling all client requests pertaining to basic banking products and services.
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Key Responsibilities:
- Support Relationship Managers (1-2) in the day-to-day management of client relationships.
- Manage clients' accounts and execute Basic Banking transaction requests (transfers, cheque clearing, cash transactions, opening, closing, and renewal of Fixed Deposits, account opening, maintenance, closure, etc.).
- Coordinate with Operations, Credit, Compliance, Legal, and other relevant departments to support the Relationship Managers in executing client instructions.
- Exercise appropriate checks and controls as per the Bank’s policies under the Lead’s supervision.
- Communicate directly with the client on operational matters and for callback confirmations.
- Ensure client confidentiality and related processes are upheld.
- Prepare basic documentation (e.g., IOSIR, compliance, account opening forms, etc.) and maintain client records.
- Ensure complete and accurate information is provided in all client documentation before submission to operations and other departments, under the Lead’s supervision.
- Assist other (senior) team members as needed.
- Attend to service requests and ensure every query is addressed within the given timeline.
- Raise service requests to other departments and follow up on progress.
- Place trade orders on Moxy for buy and sell of investment instruments.
- Coordinate with investment advisors for clarification regarding investment transactions.
- Backup colleagues as required.
- Assist Relationship Managers with annual reviews—collecting documents and tracking to relevant departments and following up on completion.
- Send transaction copies for archival.
Qualifications
- 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, along with standard banking procedures.
- Experience in the framework and business etiquette in MENA markets.
- Minimum of 3 years related experience within the banking or financial industry.
Benefits
- A competitive rewards package including flexible work policy options to work from home when suitable.
- Numerous professional development opportunities to accelerate your career.
- Join one of the region’s most recognizable and innovative banking brands, growing across both the UAE and global offices.
