About the Role / About the Job
As a Specialist, Private Banking Services, you will support Relationship Managers within the Private Banking Front Office in delivering essential services to high-net-worth clients. Your responsibilities will include managing client requests related to basic banking products and services, overseeing account documentation requirements, and coordinating with internal teams to ensure that client instructions and service-related transactions are completed accurately and efficiently.
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Key Responsibilities:
- Support 1-2 Relationship Managers in the day-to-day management of Private Banking client relationships.
- Manage client accounts and execute basic banking transaction requests including transfers, cheque clearing, cash transactions, fixed deposits, account opening, maintenance, and closure.
- Coordinate with Operations, Credit, Compliance, Legal, and other relevant departments to support the execution of client instructions.
- Apply appropriate checks and controls in line with bank policies and procedures under the Lead’s supervision.
- Communicate directly with clients on operational matters, service requests, and call-back confirmations while ensuring client confidentiality.
- Prepare and review basic client documentation, including account opening forms, compliance documentation, and related records, ensuring completeness and accuracy before submission.
- Raise service requests with internal departments, follow up on progress, and ensure client queries are addressed within agreed timelines.
- Place trade orders for buy and sell investment instruments and coordinate with investment advisors on investment transaction clarifications.
- Assist Relationship Managers with annual reviews by collecting documents, tracking submissions with relevant departments, and following up to completion.
Skills and Experience
- Undergraduate degree in a relevant field or equivalent.
- Minimum 1-2 years of related work experience, preferably within banking, customer care, or a service-focused environment.
- Advanced knowledge of basic banking products and services, along with associated operational processes.
- Good understanding of compliance, due diligence, anti-money laundering requirements and standard banking procedures.
- Experience or awareness of business etiquette and customer expectations across MENA markets is desirable.
- Strong attention to detail with the ability to prepare accurate documentation and follow internal policies and controls.
- Customer service mindset with professional communication skills and the ability to work collaboratively with internal stakeholders.
