
Sr. Client Service Manager
- دبي
- دائم
- دوام كامل
- Business Controls: To comply with all applicable money laundering prevention procedures and highlight suspicious activities/behaviour of clients and staff.
- Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, repetition and other risks; to conduct business at all times in a compliance-conscious manner and alert to the potential risks of money laundering and other undesirable transactions/activity during and after client on-boarding process.
- Provide comprehensive client support services to Team Leaders and Relationship Manager in executing a broad range of banking and investment transactions for Private Banking clients. ·
- Provide concise and relevant information flow and execute all client transactional and administrative needs accurately and on a timely basis (information flow and client requests might include but not be limited to exchange rate requests, referral letters).
- Handle and resolve day-to-day queries from clients, internal stakeholders on transactional activity, operations, systems, account re-balancing processes.
- Support on the completion of sales documentation and related processes and input such information together with deal information into data capture and / or transaction processing systems.
- Assist with preparing Business Credit Application, financial review documentation and other customer correspondence as and when required.
- Product and Process
- Risk Based Approach
- Market and counterparties
- IT and systems
- Laws and regulations
- Policies, procedures, and relevant workflows
- Communication and presentation
- Credit, Liquidity, Market Risk
- Years of Private Banking experience, preferably in a Client Service role
- Solid knowledge of banking practices and associated regulatory requirements
- Strong verbal and written communication skills
- Willingness to speak/correspond to clients on a daily basis
- Works well within a team of RMs and Client Service Officers
- Eagerness to help others within the Client Service team
- Ability to work with support functions such as Compliance, Client onboarding Team, Business Risk Management and Operations and focus on working as one bank rather than individual units
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.