JOB PURPOSE:
Actively supports the client facing front office function for Relationship Managers of Private Banking and Key Client Group UAE office(s); supports customers onshore & offshore with Credit Lending Facilities and provides support to the Business Planning and Strategy team.
KEY ACCOUNTABILITIES:
Customer Centric duties
- Working on day to day transactions & operations of customers.
- Handle all customers enquiries directly &/or queries directed from the Relationship Manager.
- Update customers and / or the Relationship Managers on the Customer portfolios as required.
- Supports Relationship Manager(s) on client queries and requests (call clients send and receive documents)
- Supports in ensuring proper processing of client applications obtain and maintain appropriate documentation.
- Supports in the Preparation of requests for investment credit facilities monitor leverage coverage maturities and interest repayment.
- Prepares weekly/monthly reports including the monthly sales report for the Relationship Manger(s).
- Coordinates with Operations team and other stakeholders as required.
- Coordinates with Investment Desk for execution of Customer investments related requests.
- Coordinates with middle office & back office in International Locations as required.
- Responsible for entering & monitoring all customers data on the core banking system.
- Assists with communication to the International Locations when needed to be done.
- Covers for the other team members in their absences.
Qualifications :
- Preferably a university degree in business languages economics or marketing.
- Ability to work within a team and develop professional relationships.
- Language skills in English and Arabic French would add further value.
Remote Work :
No
Employment Type :
Fulltime