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Banking Relationship Manager / Client Support Officer / Junior Account Executive

Nagpur Soft Tech
Abu Dhabi, UAE
Part-time
Mid-Senior
Onsite
Discovered 4 days ago
Business relationship managementAnalytical skillsFinance and financial servicesPortfolio monitoring and reviewsClient supportAccount opening and maintenance

Full Job Posting

Role overview

Part-time, hybrid role based in Abu Dhabi Emirate, with flexibility for some work from home.

Supports banking and financial services client portfolios through relationship maintenance, client support, and service coordination.

Works closely with senior team members to support service quality and compliance with internal policies and relevant regulations.

Responsibilities

  • Support client portfolios and maintain relationships with banking and financial services customers.
  • Respond to client inquiries and resolve issues efficiently.
  • Assist with account opening and account maintenance.
  • Track client transactions and prepare basic financial reports.
  • Coordinate with internal teams to provide accurate and timely service.
  • Gather client feedback and identify opportunities to enhance services.
  • Support portfolio reviews and documentation.
  • Work with senior team members to support client service quality and compliance with internal policies and relevant regulations.

Qualifications

  • Skills in business relationship management to build trust, manage expectations, and maintain long-term client partnerships.
  • Strong analytical skills to interpret client data, identify trends, and support decisions and issue resolution.
  • Knowledge of finance and financial services, including banking products, basic investment concepts, and client account structures.
  • Capabilities in portfolio management to monitor client portfolios, track performance, and support periodic reviews.
  • Relevant banking, financial services, or client support experience is preferred.
  • Strong communication and interpersonal skills; attention to detail and good organizational skills.
  • Ability to manage multiple client requests within a part-time schedule.
  • Proficiency with standard office software and basic CRM or banking systems; familiarity with compliance and data privacy practices is advantageous.

Work arrangement

  • Hybrid work arrangement with flexibility for some work from home.

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