Specialist Private Banking Services Emirates NBD
Full time @Emirates NBD posted 12 months ago Shortlist Email JobJob Detail
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Job ID 3845
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Career Level Intermediate
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Experience Fresh
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Gender Female|Male
Job Description
Emirates NBD is presently hiring suitably qualified and experienced candidates for the job role of Specialist Private Banking Services. The Specialist Private Banking Services is an important pillar within the Front Office of the Private Bank. The position holder’s main responsibility is to support 1-2 Relationship Managers and their clients. The position holder handles all client requests pertaining to Basic Banking products and services (e.g. transactions, cheque books, fixed deposits, statements, cards etc.) and manages the client’s accounts and their documentation requirements. In addition, the Specialist – Private Banking Services will support the assigned Relationship Managers with customer requests and all service-related transactions.
Responsibilities of Specialist Private Banking Services
- Manage client’s accounts and execute Basic Banking transaction requests (transfers, cheques 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 RM’s to execute client instructions.
- Exercise appropriate checks and controls as per Bank’s policies under the AM’s supervision.
- Communicate directly with the client on operational matters and for call back confirmations.
- Ensure Client Confidentiality and related processes.
- Prepare basic documentation (e.g. IOSIR, compliance, account opening forms, etc.) and keep client records.
- Ensure complete and accurate information is provided in all client documentation, before submission to operations and other departments, under the AM’s supervision.
- Assist other (senior) team members as and when required.
- Attend to service requests and ensure every query is addressed in given timeline.
- Raise Service Requests to other departments and follow up on the progress.
- Placing trade orders on Moxy for buy & sell of investment instruments.
- Coordinate with investment advisors on clarification regarding investment transactions.
- Back up colleagues as and when required.
- Assist RMs with annual review collection of documents and tracking to relevant departments and follow up on completion.
- Sending transaction copies for archival.
Requirements of Specialist Private Banking Services
- Undergraduate degree in a relevant field or equivalent.
- Minimum 1-2 years related work experience.
- Experience in a customer care / service environment.
- Experience in the framework and business etiquette in MENA markets.
Skills and Knowledge Desired
- Advanced knowledge of Basic Banking products & services as well as associated operational processes.
- Good understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures.
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