Responsible for providing administrative and client service support to Relationship Managers (RM) within the front office function servicing Private Banking clients.
Responsibilities
- Provide administrative and client service support to Relationship Managers (RMs) servicing Private Banking clients.
- Ensure adherence to the Bank's policies and procedures with respect to Anti-Money Laundering, Regulatory Compliance, Sales, and other Risk management policies and other Branch and Head Office policies.
- Drive positive outcomes while working with RMs in opening accounts, placing trades, undertaking periodic reviews, credit reviews, and client maintenance while ensuring strict adherence to the Bank's policy and procedure requirements.
- Respond to all client enquiries and instructions and provide resolution to most issues and requests.
- Support RMs in the provision of financial advisory services to clients.
- Monitor transactions and activities in client accounts.
- Maintain client data and reports, such as contact lists, account numbers, facilities details, status of credit reviews/renewals, etc.
- Handle administrative duties including scheduling of appointments, preparing correspondences, making travel arrangements, arranging meetings and receptions, producing presentation materials.
- Coordinate with Product Groups, Operations and other functional areas as necessary
- Ensure adherence to internal and external regulations and policies at all times.
- Group Core Values - conduct business with utmost integrity and professionalism.
- Comply at all times with applicable regulatory rules and obligations of DFSA and MAS and any other relevant regulatory body/authority.
- Ensure timely completion and update on CRM, call reports, documentation, client profile and any other administrative matters as required from time to time.
Qualifications
- Minimum 3-5 years of relevant experience in client servicing, operations, or sales support within financial institutions.
- Bachelor's degree or diploma from reputable institutions
- Strong understanding of financial products and services.
- Excellent interpersonal, communication and client interfacing skills.
- Meticulous, strong attention to details.
- Possess future oriented mindset, strive to innovate and adapt to changes.
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments.
- Ability to thrive in a fast-paced environment and remain empathetic, passionate, and resilient.
- Preferably CACS certified.
