Specialist - Private Banking Services (UAE Nationals)
Emirates NBDJob Description
Job Description Job Overview: As a Specialist, Private Banking Services at Emirates NBD, your role is to support Relationship Managers within the Private Banking Front Office in delivering day-to-day services to high-net-worth clients. You will handle client requests related to basic banking products and services, manage account documentation requirements, and coordinate with internal teams to ensure client instructions and service-related transactions are completed accurately and efficiently. Key Responsibilities: - Support 1-2 Relationship Managers in the day-to-day management of Private Banking client relationships. - Manage client accounts and execute basic banking transaction requests including transfers, cheque clearing, cash transactions, fixed deposits, account opening, maintenance and closure. - Coordinate with Operations, Credit, Compliance, Legal and other relevant departments to support the execution of client instructions. - Apply appropriate checks and controls in line with bank policies and procedures under the Lead’s supervision. - Communicate directly with clients on operational matters, service requests and call-back confirmations while ensuring client confidentiality. - Prepare and review basic client documentation, including account opening forms, compliance documentation and related records, ensuring completeness and accuracy before submission. - Raise service requests with internal departments, follow up on progress, and ensure client queries are addressed within agreed timelines. - Place trade orders for buy and sell investment instruments and coordinate with investment advisors on investment transaction clarifications. - Assist Relationship Managers with annual reviews by collecting documents, tracking submissions with relevant departments and following up to completion. Skills And Experience - Undergraduate degree in a relevant field or equivalent. - Minimum 1-2 years of related work experience, preferably within banking, customer care or a service-focused environment. - Advanced knowledge of basic banking products and services, along with associated operational processes. - Good understanding of compliance, due diligence, anti-money laundering requirements and standard banking procedures. - Experience or awareness of business etiquette and customer expectations across MENA markets is desirable. - Strong attention to detail with the ability to prepare accurate documentation and follow internal policies and controls. - Customer service mindset with professional communication skills and the ability to work collaboratively with internal stakeholders.
Similar jobs
- International Private Bank, United Arab Emirates, Private Banker, Executive Director
JPMorganChase · Dubai, Dubai, United Arab Emirates
- Associate Director - Private Banking Front Office - Private Banking Front Office
Mashreq · United Arab Emirates
- Private Banking Executive
Barclays · Dubai, Dubai, United Arab Emirates
- Associate Director- Private Banking (UAE National Only)
Mashreq · United Arab Emirates
- Director, Private Banking
First Abu Dhabi Bank (FAB) · Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates
- Private Bank and Wealth Management Off Cycle Internship Programme 2027 Dubai
Barclays · Dubai, Dubai, United Arab Emirates