Purpose
Provide assistance and information to clients in the DFM branch. Act as focal contact point between clients and the different functions within the brokerage department.
Responsibilities
- Responsible for opening new accounts for branch clients in the DFM branch and ensure that all related paperwork is complete.
- Understand and fulfill branch clients’ needs and requests in a timely manner and report any complaints, or feedback provided to the relevant parties.
- Promote the firm’s services and answer branch clients’ inquiries comprehensively.
- Assist the branch clients to
- update account data.
- amend forms.
- issue and deliver checks.
- Stay up to date with Corporate Actions’ rules and regulations.
- Adhere to the market’s rules and regulations, and the firm's policies and procedures.
- Ensure compliance with all applicable AML/CTF rules and regulations as required in the conduct of the role.
- Ensure timely completion of all relevant AML/CTF training provided by the Group.
- Ensure response to AML, CTF & sanctions inquiries in a timely manner.
Job Requirements
- Bachelor’s degree or High school Diploma.
- 0 - 4 years’ experience in a similar customer centric role.
- Very good command of Arabic and English.
- Good Microsoft Office skills (Word, Excel and Power point).
- Excellent communication skills (written, verbal and listening).
- Able to build partnerships and work well in teams.
- Can identify problems and refer/escalate complex issues to a higher level.
- Able to work under pressure.
- Able to build partnerships and work well in teams.
- Flexible in handling new tasks.
Thank you for your interest in applying to EFG Holding. Due to the high volume of applications/interest, please note that we are only able to respond directly to applicants that are shortlist ed for interviews.