Corporate Banking Onboarding & Relationship Specialist

OmanYP; Dubai; On-site; AED 90,000 - 130,000; Full time

Job summary

OmanYP, a Dubai-based financial services organisation, seeks a proactive Client Services Associate to support Relationship Managers across a corporate banking portfolio. You will assist with onboarding, product setup and ensuring accurate system and account creation.

Key duties include coordinating KYC documentation, refreshes and AML compliance, assisting with enhanced due diligence and risk reviews, and maintaining Salesforce records.

Qualifications

• UAE National status required.
• Experience in banking or financial services.
• Strong organizational and multitasking abilities.
• Proficient in client accounts and documentation management.
• Knowledge of compliance and regulatory standards in financial services.
• Excellent communication and problem-solving skills.
• Attention to detail and a proactive approach to work.

Responsibilities

• Support Relationship Managers in managing and servicing a portfolio of corporate banking clients.
• Lead client onboarding and product setup, ensuring accurate system and account creation.
• Coordinate KYC documentation, refreshes, and AML compliance requirements.
• Assist with Enhanced Due Diligence, account screening, and risk-related reviews.
• Maintain Salesforce records, monitor sales pipelines, and track business leads.
• Provide day‑to‑day client service, handle queries, and support deposit management activities.
• Prepare management information (MI), client presentations, and materials for customer meetings.
• Support relationship planning, annual client reviews, and customer satisfaction initiatives.
• Identify new business opportunities and maintain a database of prospective corporate clients.

Skills

Banking experience

Organizational skills

Multitasking

Client accounts management

Documentation proficiency

Regulatory knowledge

Communication skills

Problem solving

Attention to detail

Tools

Salesforce

Job description

OmanYP, a Dubai-based financial services organisation, seeks a proactive Client Services Associate to support Relationship Managers across a corporate banking portfolio. You will assist with onboarding, product setup and ensuring accurate system and account creation.

Key duties include coordinating KYC documentation, refreshes and AML compliance, assisting with enhanced due diligence and risk reviews, and maintaining Salesforce records.