Specialist - Private Banking Services

About ENBD

Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 9 million customers. Emirates NBD is the leading financial services brand in the UAE with a Brand value of approximately USD 4 billion. We serve our customers and help them realise their financial objectives through a range of banking products and services including retail banking, corporate & institutional banking, Islamic banking, investment banking, private banking, asset management, global markets and treasury, and brokerage operations. We are a key participant in the global digital banking industry, with 97% of all financial transactions and requests conducted outside of our branches. We also operate Liv, the lifestyle digital bank by Emirates NBD. With over half a million users, it continues to be the fastest-growing digital bank in the region.

Job Overview:

As a Specialist in Private Banking Services you will be responsible for supporting Relationship Managers and their clients. You will be responsible for handling all client requests pertaining to basic banking products and services.

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.

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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