Wealth Client Services Associate – Onboarding & Transactions

ADIB - Abu Dhabi Islamic Bank; Abu Dhabi; On-site; AED 180,000 - 320,000; Full time

Job summary

ADIB - Abu Dhabi Islamic Bank in Abu Dhabi seeks an Associate Relationship Manager to oversee day-to-day client servicing, account openings, investment bookings and walk-in support within wealth coverage centers.

The role coordinates with investment advisors and operations to ensure timely, accurate processing and regulatory compliance, enhancing client satisfaction for priority and private banking segments.

Qualifications

• Experience in wealth management client servicing and account handling.
• Strong focus on accuracy, efficiency, and regulatory compliance.
• Excellent communication with clients, RMs and internal teams.
• Ability to manage multiple tasks and provide timely resolutions.

Responsibilities

• Process client service requests: account opening, documentation, investments, redemptions and transfers.
• Oversee investment bookings, redemptions and fund transfers for priority/private clients.
• Maintain MIS and ensure compliance with KYC/AML requirements.
• Attend to walk-ins and support RMs with client inquiries and requests.
• Collaborate with Investment Advisors, Operations and Compliance to ensure smooth processing.

Skills

Client servicing

Wealth management

KYC/AML knowledge

Communication

Job description

ADIB - Abu Dhabi Islamic Bank in Abu Dhabi seeks an Associate Relationship Manager to oversee day-to-day client servicing, account openings, investment bookings and walk-in support within wealth coverage centers.

The role coordinates with investment advisors and operations to ensure timely, accurate processing and regulatory compliance, enhancing client satisfaction for priority and private banking segments.