Private Banking Administrative Associate

NBK Wealth; Dubai; On-site; AED 120,000 - 160,000; Full time

Job summary

A leading wealth management group in Dubai is seeking a Private Banking Administrative Associate. This role involves providing comprehensive administrative and client support to enhance relationship management and operational efficiency within the Private Banking team. Candidates must possess a bachelor's degree in business administration or finance, along with experience in private banking or related financial services. Strong organizational skills and attention to detail are critical for success in this position.

Qualifications

• Proven experience in private banking or financial services in an administrative role.
• Knowledge of private banking products and client onboarding processes.
• Ability to handle sensitive information with confidentiality and professionalism.

Responsibilities

• Serve as a primary administrative support for the Private Banking team.
• Assist in post-sales follow-up activities and ongoing client analysis.
• Organize and maintain an efficient and secure filing system for client documents.

Skills

Excellent organizational and time management skills

Strong communication and interpersonal skills

Proficiency in MS Office Suite and CRM systems

Well-developed problem-solving skills

Education

Bachelor’s degree in Business Administration, Finance, or related field

Tools

MS Office Suite

CRM systems

Job description

NBK Wealth is a world-class wealth management group and part of the NBK Group - one of the Middle East's largest financial institutions. We offer holistic solutions that aim to protect and grow our client's wealth and strive towards having a positive impact and building legacies for our clients and generations to come. We follow a holistic client-centric approach to deeply understand our client’s needs to offer the best solutions.

NBK Wealth is recruiting for a Private Banking Administrative Associate for its Private Banking team in Dubai, UAE.

Role Summary

To provide comprehensive administrative and client support to the UAE Private Banking team, ensuring smooth client relationship management and operational efficiency. The role involves handling all administrative tasks related to client servicing, documentation, and internal processes, contributing to the overall excellence of the Private Banking division.

Key Responsibilities

• Serve as a primary administrative support for the Private Banking team, aiding in client relationship management, report generation, and clerical tasks
• Assist in post-sales follow-up activities and ongoing client analysis, including monitoring reports and account updates
• Organize and maintain an efficient and secure filing system for client documents, ensuring quick retrieval and proper documentation standards
• Support the client onboarding process, including preparing and verifying client files and documentation
• Manage all administrative aspects of client presentations, ensuring timely and accurate delivery of materials
• Facilitate the seamless flow of information by receiving, dispatching, and tracking all departmental documents and correspondence
• Act proactively to support the team’s needs, providing administrative support as required to enhance client service delivery and internal operations

Qualifications

• Bachelor’s degree in Business Administration, Finance, or related field
• Proven experience in private banking, wealth management, or financial services, preferably in an administrative or support role
• Knowledge of private banking products, services, and client onboarding processes
• Excellent organizational and time management skills with meticulous attention to detail
• Strong communication and interpersonal skills
• Proficiency in MS Office Suite and CRM systems; familiarity with banking software is a plus
• Ability to handle sensitive information with confidentiality and professionalism
• Well-developed problem-solving skills and the ability to work effectively under pressure

Only applicants who meet the strict criteria outlined above will be contacted as part of the shortlisting process.