Private Bank - Client Service Executive

Responsibilities

• Provide fundamental support to the Team Head, Relationship Managers (RM), and Investment Managers (IM) to assist with day‑to‑day business activities in all aspects of client servicing and operational support.
• Act as the primary point of contact for RM and client for all operational requests by liaising with key stakeholders Onshore and Offshore, Cross Border, CLM, Business Management, etc.
• Responsible for timely action on requests and issue resolution to meet client RM requirements.
• Handle and respond to RM requests and client queries (e.g., account documentation, account balances, account maintenance activity, statement information, general product and/or service information).
• Attend client meetings alongside RM to provide support and meet client requirements, when required.
• Assist RM in the new account opening process by preparing a comprehensive account opening pack for submission to CLM team after client signature.
• Possess good knowledge for review and preparation of client‑signed quality packs, including Booking Centre documents, to be submitted to local CLM team for new account opening.
• Assist RM in liaising with CLM AFC OBS KYC Review Team for follow‑up, providing additional information/documentation if requested.
• Follow up on any Booking Centre Regulatory document deficiencies promptly to help RMs achieve their Key Risk Indicators (KRIs).
• Ensure all operational tasks related to client accounts are completed in a timely manner to maintain satisfactory service levels.
• Provide timely assistance in input of call reports from RM, ensuring 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 systems applications.
• Develop a good understanding of the governing regulatory framework and uphold relevant policies and procedures to mitigate risks, ensuring the Bank is protected.
• Support RMs in performing client after‑sales tasks and coordination of marketing events, invitations and approvals.
• Manage daily mailing of documentation to relevant booking centres (where applicable).
• Foster strong working relationships across coverage, product and infrastructure divisions.
• Participate in all AM group projects and meetings.
• Handle any regulatory or non‑regulatory projects within stipulated deadlines.
• Liaise with IT for arranging any video conference meetings/calls.
• Ensure backup responsibilities in the absence of other support staff to maintain business continuity.

• Bachelor's degree or equivalent; master's degree is a plus.
• Fluency in English;
  Arabic (written and verbal) is a plus.
• Minimum 5 years of experience in wealth management as an assistant or in a sales support role.
• Ability to manage time and multitask.
• Strong interpersonal, communication, and consulting skills.
• Excellent teamwork skills and ability to work in virtual global teams and a matrix organization.
• Client‑centric mindset.