JOB SUMMARY / INTRODUCTION
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 RESPONSIBILITIES
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.
- Other tasks as requested.
Frameworks, Boundaries, & Decision-Making Authority
EPB designed Policies and Procedures which is in line with FAB designed Framework along with regulatory Guidelines are to be adhered to.
REQUIREMENTS / QUALIFICATIONS
- Ability to work within a team and develop professional relationships.
- People management and should be able to handle complex and delicate situations simultaneously.
- Order reasoning, involving the interpretation of regulatory rules and compliance policies.
- High proficiency with standard computer software programs such as Microsoft Excel, Word, PowerPoint, and Outlook.
- Financial and Investment services industry experience.
- Organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently.
- Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels.
- Ensure effective coordination between assigned area and other functional areas.
Advanced Knowledge of:
- Features, benefits, and risks associated with the various financial products and services traditionally sold to retail clients at different affluence and sophistication levels. Additionally, knowledge of retail banking and trust products and services.
- Investment Products management and an end-to-end lifecycle of investment and banking products is a plus.
Skills
- Good interpersonal, communication, relationship and multilingual skills.
- People management.
- Order reasoning.
- High proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
- Financial and Investment services industry experience.
- Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments.
- Ability to communicate effectively and professionally, both orally and in writing, with all organizational levels.
- Ability to ensure effective coordination between assigned area and other functional areas
