Banking Associate – Assistant Relationship Manager

HUMAN-AI-Z Nexus Technology; Dubai; On-site; AED 201,000 - 312,000; Full time

Job summary

Terracotta in Dubai is seeking an Associate - Assistant Relationship Manager to support Wealth Managers and manage day-to-day client servicing in a banking environment.

The role requires 3-5 years of banking/wealth management experience, a Bachelor's degree, and fluency in English and Arabic. You will coordinate onboarding, transactions, and documentation while ensuring compliance with internal policies.

Qualifications

• Bachelor's degree in any field.
• Fluent English and Arabic.
• 3-5 years of banking/wealth management experience.
• Strong client servicing, communication and organizational skills.
• Experience supporting Relationship Managers/Wealth Managers.

Responsibilities

• Support Wealth Managers with daily client servicing and relationship management activities.
• Process and monitor client transaction requests, including securities transactions and payments.
• Coordinate with front, middle, and back-office teams to ensure timely execution.
• Support client onboarding, account openings/closures, and documentation.
• Assist with credit approval requests, loan drawdowns, and renewals.
• Monitor account balances, pending items, and transaction execution.
• Handle client inquiries and requests, escalating to the Relationship Manager where required.
• Ensure all activities comply with internal banking policies and procedures.

Skills

Client servicing

Communication

Organizational skills

Relationship management

Banking experience

Education

Bachelor's degree

Job description

At Terracotta - Driving Business Growth in Recruitment, Outsourcing & Corporate Services We are a leading outsourcing company in the UAE, delivering recruitment, manpower, visa outsourcing, EOR/PEO, business setup, PRO services, and corporate solutions across the region. At Terracotta, your voice counts, your ideas matter, and your success is celebrated.

We are currently looking for an Associate - Assistant Relationship Manager to join a leading international banking environment in Dubai.

This opportunity would suit a banking professional with 3-5 years of relevant experience who has supported Relationship Managers/Wealth Managers and is confident managing client servicing, transactions, onboarding, and day-to-day account administration.

Key Responsibilities:

• Support Wealth Managers with daily client servicing and relationship management activities
• Process and monitor client transaction requests, including securities transactions and payments
• Coordinate with front, middle, and back-office teams to ensure timely execution
• Support client onboarding, account openings/closures, and documentation
• Assist with credit approval requests, loan drawdowns, and renewals
• Monitor account balances, pending items, and transaction execution
• Handle client inquiries and requests, escalating to the Relationship Manager where required
• Ensure all activities comply with internal banking policies and procedures

Mandatory Requirements:

• Bachelor's degree
• Fluent English and Arabic
• 3-5 years of relevant banking/wealth management experience
• Strong client servicing, communication, and organizational skills
• Experience supporting Relationship Managers/Wealth Managers within a banking environment

Nice to Have:

• Knowledge of the Swiss and/or Singapore financial centres