Associate Relationship Manager - Wealth Coverage

ADIB - Abu Dhabi Islamic Bank; Abu Dhabi; On-site; AED 90,000 - 130,000; Full time

Job summary

ADIB - Abu Dhabi Islamic Bank in Alain is seeking an Associate Relationship Manager - Wealth Coverage to support front-line teams in handling client requests and transactions for priority and private banking clients. You will oversee day-to-day client servicing, including account openings and investment bookings.

Collaborating with Investment Advisors and Operations, you will ensure timely, accurate processing, maintain RM MIS reports, and comply with KYC/AML.

Qualifications

• Experience in processing client transactions, investment products, and account management in wealth management.
• Strong operational and client servicing skills with a focus on efficiency and accuracy.
• Excellent communication and interpersonal skills, with the ability to work closely with clients, senior leaders, and internal teams.
• Knowledge of regulatory requirements, including KYC and AML, and experience in adhering to compliance guidelines.

Responsibilities

• Support the Senior RM/RM in processing client requests for NTB acquisition.
• Process and manage client service requests including account opening, client documentation, investment bookings and redemptions, and funds transfers.
• Ensure all client transactions are processed timely, accurately, and in line with procedures and regulatory requirements.
• Ensure onboarding documentation and due diligence comply with policies.
• Assist in tracking and reporting NTB acquisition efforts and targets.
• Oversee processing of investment bookings, redemptions, and fund transfers for priority/private banking clients.
• Coordinate with internal teams to ensure smooth execution of investment transactions.
• Generate investment reports and client statements accurately and on time.
• Support day-to-day operational aspects of international wealth coverage business and maintain SOP compliance.
• Attend to walk-in clients at priority/private banking centers and address inquiries.
• Collaborate with Investment Advisors, Operations, Compliance to ensure efficient processing of requests.
• Support onboarding of NTB clients into priority/private banking segments.
• Ensure compliance with internal policies and regulatory requirements; monitor KYC/AML-related matters.

Skills

Operational excellence

Client servicing

Communication skills

Attention to detail

Multi-tasking

KYC/AML knowledge

Job description

Role : Associate Relationship Manager - Wealth Coverage

Location : Alain

Role Purpose

The role will support the front-line team in managing and processing client requests and transactions for priority and private banking segments. The role is responsible for overseeing day-to-day client servicing operations, including handling account opening process, processing portfolio creation for investment bookings and redemptions and all related service/operations requests received from front-line and clients, managing walk-ins at priority and private banking centers. This role also ensures that client service standards are met, operational efficiency is maintained, and all requests are processed accurately and timely.

Key Accountabilities of the role

Client Servicing & Request Management

• Support the Senior RM/RM in processing client requests for NTB acquisition
• Process and manage various client service requests including account opening, client documentation, investment bookings, and redemption processing, funds transfers...etc.
• Ensure all client transactions are processed in a timely, accurate, and efficient manner, in line with internal procedures and regulatory requirements.
• Ensure all documentation, due diligence, and compliance requirements are met during the client onboarding process.
• Assist in tracking and reporting on NTB acquisition efforts, ensuring that targets are met.

Investment Management Support

• Oversee the processing of investment bookings, redemptions, and fund transfers for clients within the priority and private banking segments.
• Coordinate with internal teams (e.g., investment advisors, operations, WMO) to ensure smooth execution of investment transactions.
• Generate investment reports and client statements accurately and on time, ensuring that clients have up-to-date information on their portfolios.

Operational Support & Workflow Management

• Assist in managing the day-to-day operational aspects of the international wealth coverage business, ensuring all client service processes are executed according to standard operating procedures.
• Provide operational support to the senior leadership team, ensuring seamless execution of administrative tasks and client transactions.
• Maintain MIS reports of RM activities, transactions, requests, and interactions in line with the bank's compliance and data management policies.

Client Walk-In Management

• Act as a point of contact for clients visiting the priority/private banking centers, handling walk-ins and assisting with their inquiries or requests.
• Ensure that all client walk-ins are attended to promptly and effectively, addressing any queries or needs they may have.

Collaboration & Cross-functional Support

• Collaborate with internal teams, including Investment Advisors, Operations, and Compliance, to ensure efficient processing of client requests and transactions.
• Work closely with other departments to facilitate smooth and accurate processing of financial transactions, client queries, and administrative tasks.
• Collaborate with Priority & Private banking teams to support the onboarding of NTB clients into the priority and private banking segments.

Risk & Compliance Management

• Ensure that all client servicing activities comply with internal policies, regulatory requirements, and best practices.
• Assist in monitoring and managing compliance-related matters, including KYC and AML requirements.

Specialist Skills / Technical Knowledge Required for this role:

Experience in processing client transactions, investment products, and account management in wealth management is highly desirable.

• Strong operational and client servicing skills with a focus on efficiency and accuracy.
• Ability to manage client service requests effectively and provide prompt resolutions.
• Excellent communication and interpersonal skills, with the ability to work closely with clients, senior leaders, and internal teams.
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously.
• Knowledge of regulatory requirements, including KYC and AML, and experience in adhering to compliance guidelines.

Previous experience

Minimum 2-3 years of experience in client servicing, wealth management, or banking operations, preferably in priority/private banking or international wealth management