Private Bank - Client Service Executive, Middle East Africa (MEA), Associate

Full time at a Laimoon Verified Company in Saudi Arabia

Posted on May 12, 2024

Job details

Responsibilities : Handle and respond to RM requests and client queries related but not restricted to account documentation, account balances, account maintenance activity, statement information, general product and/or service information. When required, attend client meetings along with RM to provide support to meet client requirements. Assist RM in new account opening process -preparation ofprehensive account opening pack for submission to onboarding team post client signature. Possess good knowledge for review and preparation of client signed quality packs including Booking Centre and DIFC documents to be submitted to local Onboarding team for New Account opening. Assist RM in liaising with the Booking Centre iCAT/AFC/DIFC OBS/KYC Review Team/DIFC AFC for follow up/provide additional information/documentation if requested. Follow up on any Booking Centre/DIFC document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs). Ensure all operational tasks related to client accounts arepleted in a timely manner to ensure satisfactory service levels to clients. Ensure timely assistance in input of call reports (provided by RM) and proper record retention of call reports in Group shared folders (protected at all times) wherever applicable. Remain current and thorough on operational processes, services and firm's systems/applications. Develop good understanding of theerning regulatory framework and upholding relevant policies/procedures to mitigate risks; ensuring that the Bank is protected. Support RMs in performing client after-sales tasks and coordination of marketing events invitations and approvals. Where applicable, managing the daily mailing of documentation to the relevant booking centres. Fostering strong working relationships across coverage, product and infrastructure divisions. Participate in all AM group projects and meetings. Handle any regulatory/non-regulatory projects within the stipulated deadlines. Liaise with IT for arranging any Video conference meetings/calls. Ensure back up responsibilities in the absence of other support staff to ensure business continuity. Skills & Qualification: Bachelor's degree or equivalent Fluency in Arabic (written and verbal) and English Minimum 3-5 Years of relevant client servicing or assistant relationship manager experience within the banking and financial industry Able to manage time and multitask Strong inter-personal,munication and consulting skills Excellent teamwork skills and the ability to work in virtual global teams and a matrix organization Client Centric Values: Our values define the working environment we strive to create - diverse, supportive and weing of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer. We promote good working relationships and encourage high standards of conduct and work performance. We wee applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and aremitted to providing a working environment free from harassment, discrimination and retaliation. Visit Inside Deutsche Bank to discover more about the culture of Deutsche Bank including Diversity, Equity & Inclusion, Leadership, Learning, Future of Work and more besides. Job ID R0311817

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Private Bank - Client Service Executive, Middle East Africa (MEA), Associate

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Home Saudi Arabia Private Bank - Client Service Executive, Middle East Africa (MEA), Associate

Home Saudi Arabia Private Bank - Client Service Executive, Middle East Africa (MEA), Associate

Private Bank - Client Service Executive, Middle East Africa (MEA), Associate

Job details

Apply safely

Hiring company

Confidential

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