Summary
Emirates NBD is seeking a Private Banking Services Specialist in Dubai to support Relationship Managers and serve high-net-worth clients. The role handles account requests and transactions, prepares and reviews client documentation, coordinates with internal teams, and follows up on service requests and annual reviews. It also involves placing investment trade orders and applying bank controls and procedures. Applicants need a relevant undergraduate degree or equivalent, 1–2 years of related experience, and knowledge of banking services, compliance and due diligence; the position is for UAE nationals.
The posting
As published on emiratesnbd.com. Pulled from the employer's site and shown as they wrote it.
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.