Specialist Private Banking Services Emirates NBD

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.