Specialist - Private Banking Service

Organizational Unit Purpose

The Emirates Islamic Wealth Management unit focuses on developing and managing tailored wealth solutions for High-Net-Worth Individuals. The unit offers a diversified range of Shariah-compliant investment products across multiple asset classes, including Sukuk, funds, equities, and structured products. Working closely with sales channels and key internal stakeholders, the team continuously enhances its product proposition to meet evolving customer needs and market opportunities. Through strong product expertise, effective stakeholder collaboration, and continuous process improvement, the unit aims to grow its investment portfolio, deliver an excellent customer experience, and increase its contribution to the Bank’s overall profitability.

Responsibilities

• Manage client’s accounts and execute Basic Banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing and renewal of Fixed Deposits, etc.)

• Coordinate with Operations, Credit, Compliance, 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 RM’s supervision.

• Communicate directly with the client on minor operational matters.

• 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 RM’s supervision.

• Assist other (senior) team members as and when required.

Qualifications

• Undergraduate degree in a relevant field or equivalent

• Minimum 1-2 years banking experience preferably in a customer care, Service environment. 

• 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

• Diligent with an attention to detail / Customer Service attitude and professional behavior