RM Assistant H / F

Indosuez Wealth Management; Dubai; On-site; AED 60,000 - 120,000; Full time

Job summary

A leading wealth management firm in Dubai is seeking a Wealth Management generalist as Client Service Officer to support Relationship Managers. You will maintain client relationships and ensure smooth operations by coordinating with various departments. The ideal candidate will have strong communication skills and a solid understanding of banking procedures.

Qualifications

• Strong communication skills to establish and maintain quality relationships with clients.
• Ability to manage administrative tasks efficiently.
• Understanding of banking mechanisms and compliance procedures.

Responsibilities

• Ensure the link between the client, RMs, Service Team and operational departments.
• Assist RMs in executing day-to-day business activities.
• Control client identification and execute account openings and closings.

Job description

Description du poste

As a Wealth Management generalist, the Client Service Officers (RM Assistant) works within a team of assistants.

You support a / several Relationship Manager(s) (RM) in the administrative and operational management of their clientele portfolios.

Youhold a key relationship position and contribute to the quality of the Bank's image.You are acting as a link between the operational departments of the Bank, the employees and the clients.

Keyresponsabilities :

• Ensure the link between the client, RMs, Service Team and operational departments ;
• Assist RMs in their mission by executing the day-to-day business and more occasional activities ;
• Establish and maintain quality relationships with the clients (both external and internal) ;
• Proceed with accounts openings / closings, pass the orders and controls the correct execution ; Control client identification, and call-backs ;
• Master the mechanisms of the bank and works within the established practices and procedures.