Prestigious International bank is seeking Private Banking Assistant to join their existing team. You will be supporting Private Banking Relationship Managers in their day-to-day activities: account opening, amendments and closing, follow up on debit cards/internet banking, AML, and credit tasks. You must be able to read and speak Arabic fluently
Key responsibilities
- Account opening: prepare account opening packs, do WorldChecks, risk assessments (personal and corporate), adverse media, prepare and email/post to new customers the bank's welcome letters.
- Handle and manage client relationship transfers between the banks Retail and Private Banking departments.
- Debit cards: ensure timely order of debit cards, activation, cancellation, activation, and handle all fraud investigations and refunds.
- Internet banking: Assist customers to register to internet banking, activate their registration, unblock their access, and answer any query related to this service.
- Credit: prepare and follow up on all Customer information sheet requests, the Private Banking Assistant can prepare the risk modelling template for the credit application.
- Periodically or as deemed necessary, communicate to customers all pertinent information on the status of their funds.
- Always preserve customer confidentiality, paying particular attention to the security of documentation and communications. Also, adherence to instructions for safeguarding information and not disclosing any information about customers to a third party without the customer’s written approval, or otherwise in compliance with legal/statutory requirements.
- Adhere to banks policies such as Financial Crime Policies and Procedures.
- Perform duties with reasonable skill and diligence.
- Work closely with relationship managers in other ad-hoc client and bank related tasks.
Qualification:
- University degree in Accounting/Economics/Business Admin.
Experience:
- Up to 3 years of banking experience
- Good understanding of cultural sensitivities and issues
- Sound knowledge and understanding of financial markets
Essential Competencies
- Fluency in Arabic and thorough understanding of Middle East culture
- Good understanding of cultural sensitivities and issue
- Good communications, presentation, and interpersonal skills
- Good communications, presentation, and interpersonal skills
Skills
- Good analytical skills focus
- Sound management skills
- Good customer relations skills
- Good listener, self-control and patience