Associate Banker - Emiratized Role

First Abu Dhabi Bank FAB; Abu Dhabi; On-site; AED 120,000 - 210,000; Full time

Job summary

FAB in Abu Dhabi seeks an Operations Support Associate to actively assist the client facing front office for Relationship Managers in Private Banking and Key Client Group UAE. You will handle day-to-day transactions, respond to inquiries, and maintain customer portfolios.

Responsibilities include preparing credit facility requests, reporting, data entry in core banking systems, and coordinating with Investment Desk and global locations. Strong team, communication, and Excel skills are required.

Qualifications

• Ability to work within a team and develop professional relationships.
• People management and handling complex situations simultaneously.
• Order reasoning involving interpretation of regulatory rules and compliance policies.
• High proficiency with Microsoft Excel Word PowerPoint and Outlook.
• Financial and Investment services industry experience.
• Organize, prioritize, manage and track multiple detailed tasks and assignments including those delegated to complete work efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally with all organizational levels.
• Ensure effective coordination between assigned area and other functional areas.

Responsibilities

• Handle day-to-day transactions and operations of customers.
• Respond to customer inquiries directed from the Relationship Manager.
• Update customers and RM on customer portfolios as required.
• Support RMs on client queries and requests.
• Call clients, send and receive documents.
• Support in processing of client applications and documentation.
• Assist in preparation of investment credit facilities and monitor leverage and interest repayments.
• Prepare weekly and monthly reports, including the monthly sales report for RMs.
• Coordinate with Operations and other stakeholders as required.
• Coordinate with Investment Desk for execution of customer investments.
• Coordinate with middle office and back office in international locations as required.
• Enter and monitor all customer data on the core banking system.
• Assist with communication to International Locations when needed.
• Cover for other team members in their absences.
• Other tasks as requested.

Skills

Teamwork

People management

Order reasoning

Interpersonal communication

Coordination

Written communication

Tools

Excel

Word

PowerPoint

Outlook

Job description

JOB SUMMARY INTRODUCTION

Actively supports the client facing front office function for Relationship Managers of Private Banking and Key Client Group UAE office s supports customers onshore amp offshore with Credit Lending Facilities and provides support to the Business Planning and Strategy team

KEY RESPONSIBILITIES

• Working on day-to-day transactions amp operations of customers
• Handle all customers enquiries directly amp or queries directed from the Relationship Manager
• Update customers and or the Relationship Managers on the Customer portfolios as required
• Supports Relationship Manager s on client queries and requests
• call clients send and receive documents
• Supports in ensuring proper processing of client applications obtain and maintain appropriate documentation
• Supports in the Preparation of requests for investment credit facilities monitor leverage coverage maturities and interest repayment
• Prepares weekly monthly reports including the monthly sales report for the Relationship Manger s
• Coordinates with Operations team and other stakeholders as required
• Coordinates with Investment Desk for execution of Customer investments related requests
• Coordinates with middle office amp back office in International Locations as required
• Responsible for entering amp monitoring all customers data on the core banking system
• Assists with communication to the International Locations when needed to be done
• Covers for the other team members in their absences
• Other tasks as requested

Frameworks Boundaries amp Decision-Making Authority

EPB designed Policies and Procedures which is in line with FAB designed Framework along with regulatory Guidelines are to be adhered to

REQUIREMENTS QUALIFICATIONS

• Ability to work within a team and develop professional relationships
• People management and should be able to handle complex and delicate situations simultaneously
• Order reasoning involving the interpretation of regulatory rules and compliance policies
• High proficiency with standard computer software programs such as Microsoft Excel Word PowerPoint and Outlook
• Financial and Investment services industry experience
• Organize prioritize manage and track multiple detailed tasks and assignments including those delegated to complete work efficiently
• Use appropriate interpersonal styles and communicate effectively and professionally both orally and in writing with all organizational levels
• Ensure effective coordination between assigned area and other functional areas

Advanced Knowledge of

• Features benefits and risks associated with the various financial products and services traditionally sold to retail clients at different affluence and sophistication levels
• Additionally knowledge of retail banking and trust products and services
• Investment Products management and an end-to-end lifecycle of investment and banking products is a plus

Skills

• Good interpersonal communication relationship and multilingual skills
• People management
• Order reasoning
• High proficiency with Microsoft Excel Word PowerPoint and Outlook
• Financial and Investment services industry experience
• Ability to organize prioritize manage and track multiple detailed tasks and assignments
• Ability to communicate effectively and professionally both orally and in writing with all organizational levels
• Ability to ensure effective coordination between assigned area and other functional areas

Advanced Knowledge of:

• Features, benefits, and risks associated with the various financial products and services traditionally sold to retail clients at different affluence and sophistication levels.
• Additionally, knowledge of retail banking and trust products and services.
• Investment Products management and an end-to-end lifecycle of investment and banking products is a plus.

Skills

• Good interpersonal, communication, relationship and multilingual skills.
• People management.
• Order reasoning.
• High proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Financial and Investment services industry experience.
• Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels.
• Ability to ensure effective coordination between assigned area and other functional areas.