The posting
Job Description
JOB SUMMARY / INTRODUCTION
Actively supports the client facing front office function for Relationship Managers of Private Banking and Key Client Group UAE office(s); supports customers onshore & offshore with Credit Lending Facilities and provides support to the Business Planning and Strategy team.
KEY RESPONSIBILITIES
Customer Centric duties
- Working on day-to-day transactions & operations of customers.
- Handle all customers enquiries directly &/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 & back office in International Locations as required.
- Responsible for entering & 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.
Frameworks, Boundaries, & Decision-Making Authority
EPB designed Policies and Procedures which is in line with FAB designed Framework along with regulatory Guidelines are to be adhered to.
REQUIREMENTS / QUALIFICATIONS
- 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.
Advanced Knowledge of:
- 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.
Skills
- 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
About Us
About Us:
First Abu Dhabi Bank (FAB) is the largest bank in the UAE and one of the world's largest and safest financial institutions. We offer a comprehensive range of personal and private banking services, including credit cards, Islamic banking, investments, loans, and mortgages. Our commitment to excellence and innovation drives us to provide top-tier financial solutions to our clients.
Life at FAB:
Working at FAB means being part of a team of talented and passionate individuals with a shared vision to support the ambitions of our stakeholders to "Grow Stronger." We embrace the needs of our customers across the globe with a sense of responsibility and confidence driven by extensive expertise that can only be delivered by an ambitious world-class organization
Career Development:
FAB offers unique career choices, a chance to innovate, craft solutions for the future, and express yourself in a performance-based culture that will unleash the best in you. Whether you are an experienced professional or just starting your career, FAB provides a range of learning and development initiatives to support all employees through training and skill development.
Our Values:
At FAB, we place our customers at the core of our activities, live our values each day in every way, celebrate achievements, and empower each other to deliver leading solutions. We have structured plans for the recruitment and career progression of Emirati talent to enable them to make a mark in the financial and banking sector both regionally and globaly that rewards your hard work and dedication.
Join our team and be part of a journey to shape the future of banking.
