Specialist - Private Banking Services Abu Dhabi UAE National

About ENBD

JOB DESCRIPTION

Emirates NBD is a market leader across the MENAT (Middle East, North Africa and Türkiye) region with a presence in 13 countries, serving over 20 million customers. The Emirates NBD Group has a total of 853 branches and 4,213 ATMs / SDMs. Emirates NBD is the leading financial services brand in the UAE with a Brand value of USD 3.89 billion. At the bank, 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 close to half a million users, it continues to be the fastest-growing digital bank in the region.

Job Purpose

As a Specialist in Private Banking Services you will be responsible for supporting 1-2 Relationship Managers and their clients. You will be responsible for handling all client requests pertaining to basic banking products and services and manage the client’s accounts and their documentation requirements. In addition, you will support your Relationship Managers with customer requests and all service-related transactions.

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.
  
  

Requirements

Education

• Undergraduate degree in a relevant field or equivalent
  
  

Experiences

• Experience in the framework and business etiquette in MENA markets.
• Experience in a customer care / service environment
• Minimum 1-2 years related work experience
  
  

Knowledge & Skills

• 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.
  
  

What We Offer you:

• Competitive salary package
• Market-leading incentives
• Strong emphasis on work/life balance
• Generous annual leave entitlement and Private Healthcare
• World-class Learning & Development platform and career development
• Preferential banking facilities for employees
  
  

Why Join Us?

We aspire to be an employee’s employer of choice. We believe, we can help you realize your true potential by providing the right opportunities. At ENBD, we are reimagining the future of work so that you can unlock your potential, every day we want to ensure, every employee can exceed in the future of work by upskilling, building new digital skills and knowledge. Our goal is to empower our employees to build a career experiences and skills they need in the future and that will produce a great outcome for our bank as well, we want our employees no matter their background, location, preferences to feel engaged to one ENBD team.

At ENBD, we encourage interested candidates to review the key responsibilities and qualifications for each role and apply for any positions that match their skills and capabilities. ENBD is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment, however due to high volume of applicants only SHORTLISTED candidates will be contacted.

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