For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

Main scope of this role includes

• Provide fundamental support to the Team Head, Relationship Managers (RM), Investment Managers (IM) to assist in the day-to-day business activities in all aspects of client servicing and operational support.
• Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders Onshore and Offshore (Cross Border, CLM, Business Management etc)
• Responsible for timely action on requests and issue resolution to meet the client/RM requirements.

Responsibilities

• Handle and respond to RM requests and client queries related but not restricted to account documentation, account balances, account maintenance activity, statement information, general product and/or service information.
• When required, attend client meetings along with RM to provide support to meet client requirements.
• Assist RM in new account opening process – preparation of comprehensive account opening pack for submission to onboarding team post client signature. Possess good knowledge for review and preparation of client signed quality packs including Booking Centre documents to be submitted to local Onboarding team for New Account opening.
• Assist RM in liaising with CLM/AFC/OBS/KYC Review Team for follow up/provide additional information/documentation if requested.
• Follow up on any Booking Centre/Regulatory document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
• Ensure all operational tasks related to client accounts are completed in a timely manner to ensure satisfactory service levels to clients.
• Ensure timely assistance in input of call reports (provided by RM) and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable.
• Develop good understanding of the governing regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected.
• Participate in all AM group projects and meetings. Handle any regulatory/non-regulatory projects within the stipulated deadlines.

Skills & Qualification

• Bachelor’s degree or equivalent, Master is a plus.
• Fluency in English, Arabic is a plus (written and verbal).
• Minimum five year experience in wealth management as assistant or in a sales support role.
• Able to manage time and multitask.
• Strong inter-personal, communication and consulting skills, client centric.
• Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.