Wealth Management Client Support Associate

Julius Baer; Abu Dhabi; On-site; AED 80,000 - 120,000; Full time

Job summary

A leading wealth management firm in Abu Dhabi is seeking a Client Administration Specialist to support relationship managers in client interactions and manage meeting schedules. The role requires strong communication skills, a banking apprenticeship, and experience in servicing clients with complex banking needs. You will ensure compliance with internal policies and assist in project implementations. This position offers an opportunity to shape the future of wealth management.

Qualifications

• Excellent verbal and written language skills.
• Proven track record in servicing banking clients with complex needs.

Responsibilities

• Supports RMs in client interactions and related tasks.
• Manages RM’s calendar and prepares client meetings.
• Ensures adherence to compliance and internal policies.

Skills

Team player

Excellent situational adaptability

Service-oriented

Strong communication skills

Education

Bank apprenticeship or equivalent

Job description

A leading wealth management firm in Abu Dhabi is seeking a Client Administration Specialist to support relationship managers in client interactions and manage meeting schedules. The role requires strong communication skills, a banking apprenticeship, and experience in servicing clients with complex banking needs. You will ensure compliance with internal policies and assist in project implementations. This position offers an opportunity to shape the future of wealth management.