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Relationship Manager

1.00 to 10.00 Years   Dubai, United Arab Emirates   20 Oct, 2023
Fidele Capital Limited
1 Jobs Openings
Job LocationDubai, United Arab Emirates
EducationNot Mentioned
SalaryNot Mentioned
IndustryFinancial Services
Functional AreaNot Mentioned

Job Description

A Private Banking Company located in DIFC is looking for a Private Banking Relationship Manager to enhance the client experience by servicing high net worth clients and providing transactional and administrative support to high-net-worth clients. The role is responsible for managing the processes associated with client onboarding, general account maintenance, transactions and inquiries.Responsibilities

  • Built and maintain positive and productive relationships externally and internally is an essential part of the role.
  • Provide superior service to International Private Banking clients in a professional manner and ensure a personalized client experience at each touch point.
  • Understand how the client type, client risk, and product type play a role in preparation.
  • Verify client instructions and prepare appropriate documentation in a timely fashion to facilitate the execution of transactions and coordinate the process flow by partnering with internal business units and follow up until completion.
  • Maximize the client experience by reviewing and completing the KYC process and minimize the touch points between the client and the bank by understanding the documentation requirements across all entity types.
  • Act on client instructions, inquiries, requests, voicemails, and issues in a timely fashion and facilitate the processing of transactions in an accurate manner to help maintain client relationships.
  • Rebalance client portfolio when required in a timely manner to keep the client within his risk tolerance.
  • Monitor clients daily transactions and inform Banking team of potential issues, possible fraud or unexpected activity that is not in line with the customers standard instructions.
Has knowledge of all financial products and instruments such as bonds, equities, structure notes, credit link notes and derivatives.

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