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.