Specialist Private Banking Services Emirates NBD

Job Detail

Job ID 4711
Career Level Intermediate
Experience Fresh
Gender Female|Male

Job Description

Emirates NBD is presently accepting applications from suitable candidate 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 or 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, etc. and manages the client’s accounts and their documentation requirements. In addition, will support the assigned Relationship Managers with administrative tasks.

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 Relationship Managers to execute client instructions
Exercise appropriate checks and controls as per Bank’s policies under the Relationship Managers 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 Relationship Managers 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 Relationship Managers 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 year 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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Administrative Manager Emirates NBD

Relationship Manager Emirates NBD