Relationship Support Manager

Yello; Dubai; On-site; AED 60,000 - 90,000; Full time

Job summary

Yello, Dubai-based financial services company, seeks a driven Client Service Associate to support Relationship Managers across a corporate banking portfolio. You will lead onboarding, KYC, AML checks, and deposit-related activities, ensuring accurate system setup and documentation.

You will maintain Salesforce records, monitor pipelines, identify opportunities, and contribute to client reviews and MI materials, delivering proactive service to corporate clients in a fast-paced environment.

Qualifications

• Must be a UAE National.
• Experience in banking or financial services.
• Strong organizational and multitasking abilities.
• Proficiency in managing client accounts and documentation.
• Knowledge of compliance and regulatory standards in financial services.

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

Relationship management

Organizational skills

Communication skills

Problem solving

Attention to detail

Regulatory knowledge

Tools

Salesforce

Job description

A financial services organisation based in Dubai.

• 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.

• Must be a UAE National
• Experience in the banking or financial services industry.
• Strong organizational and multitasking abilities.
• Proficiency in managing client accounts and documentation.
• Knowledge of compliance and regulatory standards in financial services.
• Excellent communication and problem-solving skills.
• Attention to detail and a proactive approach to work.