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Job summary
Mashreq Private Banking seeks a qualified professional to support EAM relationship managers, manage onboarding and KYC processes, and drive analytics and reporting improvements. The role emphasizes accurate data handling, client service excellence, and coordination with Compliance and Operations. Strong Excel/PowerBI skills and English communication are essential for daily interactions across internal stakeholders and clients.
Qualifications
Graduate with 5+ years in reporting and analytics.
Strong Excel, PowerPoint skills; knowledge of Macros, SQL, PowerBI and Business Objects.
Good command of English; strong interpersonal and negotiation abilities.
Customer oriented with ability to handle difficult situations.
Responsibilities
Support onboarding of EAMs and ensure KYC/documentation compliance.
Support Mashreq Private Banking clients onboarded through EAMs with personalized service.
Promote non-investment campaigns via client calls and maintain superior service levels.
Prepare monthly input files for performance scorecards across profiles in Frontline.
Work with BIU to automate key reports and review reports for gaps and remediation.
Skills
Reporting and analytics
Interpersonal & negotiation
English communication
Customer service orientation
Ability to manage difficult situations
Education
Graduate degree (finance preferred)
Tools
Excel
PowerPoint
Macros
SQL
PowerBI
Business Objects
Job description
Mashreq Private Banking seeks a qualified professional to support EAM relationship managers, manage onboarding and KYC processes, and drive analytics and reporting improvements. The role emphasizes accurate data handling, client service excellence, and coordination with Compliance and Operations. Strong Excel/PowerBI skills and English communication are essential for daily interactions across internal stakeholders and clients.