Associate Banker - Emiratized

Actively supports the client facing front office function for Relationship Managers of Private Banking and Key Client Group UAE office s supports customers onshore amp offshore with Credit Lending Facilities and provides support to the Business Planning and Strategy team

• Working on day-to-day transactions amp operations of customers
• Handle all customers enquiries directly amp or queries directed from the Relationship Manager
• Update customers and or the Relationship Managers on the Customer portfolios as required
• Supports Relationship Manager s on client queries and requests
• call clients send and receive documents
• Supports in ensuring proper processing of client applications obtain and maintain appropriate documentation
• Supports in the Preparation of requests for investment credit facilities monitor leverage coverage maturities and interest repayment
• Prepares weekly monthly reports including the monthly sales report for the Relationship Manger s
• Coordinates with Operations team and other stakeholders as required
• Coordinates with Investment Desk for execution of Customer investments related requests
• Coordinates with middle office amp back office in International Locations as required
• Responsible for entering amp monitoring all customers data on the core banking system
• Assists with communication to the International Locations when needed to be done
• Covers for the other team members in their absences
• Other tasks as requested

EPB designed Policies and Procedures which is in line with FAB designed Framework along with regulatory Guidelines are to be adhered to

• Ability to work within a team and develop professional relationships
• People management and should be able to handle complex and delicate situations simultaneously
• Order reasoning involving the interpretation of regulatory rules and compliance policies
• High proficiency with standard computer software programs such as Microsoft Excel Word PowerPoint and Outlook
• Financial and Investment services industry experience
• Organize prioritize manage and track multiple detailed tasks and assignments including those delegated to complete work efficiently
• Use appropriate interpersonal styles and communicate effectively and professionally both orally and in writing with all organizational levels
• Ensure effective coordination between assigned area and other functional areas

• Features benefits and risks associated with the various financial products and services traditionally sold to retail clients at different affluence and sophistication levels
• Additionally knowledge of retail banking and trust products and services
• Investment Products management and an end-to-end lifecycle of investment and banking products is a plus

• Good interpersonal communication relationship and multilingual skills
• People management
• Order reasoning
• High proficiency with Microsoft Excel Word PowerPoint and Outlook
• Financial and Investment services industry experience
• Ability to organize prioritize manage and track multiple detailed tasks and assignments
• Ability to communicate effectively and professionally both orally and in writing with all organizational levels
• Ability to ensure effective coordination between assigned area and other functional areas

• Features, benefits, and risks associated with the various financial products and services traditionally sold to retail clients at different affluence and sophistication levels.
• Additionally, knowledge of retail banking and trust products and services.
• Investment Products management and an end-to-end lifecycle of investment and banking products is a plus.

• Good interpersonal, communication, relationship and multilingual skills.
• People management.
• Order reasoning.
• High proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
• Financial and Investment services industry experience.
• Ability to organize, prioritize, manage, and track multiple detailed tasks and assignments, including those delegated, to complete work efficiently.
• Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels.
• Ability to ensure effective coordination between assigned area and other functional areas.