Specialist - Private Banking Services (UAE Nationals)

Job Overview

Key Responsibilities

• Support Relationship Managers (1-2) in the day-to-day management of client relationships
• 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 Lead’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 Lead’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.
• **Skills and Experience**
• 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.
• Experience in the framework and business etiquette in MENA markets.
• Experience in a customer care / service environment
• Minimum 1-2 years related work experience
• **There’s never been a better time to join Emirates NBD.**We’re one of the region’s most recognisable brands. We’re banking innovation leaders. We’re growing across both the UAE and our global offices. We offer a huge range of professional development opportunities to accelerate your career. It also goes without saying that we provide extremely competitive rewards, benefits and perks too, like our flexible work policy so you can work from home whenever it suits.
• At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for positions that match their skills and capabilities.