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Customer Service Executive - Private Banking

Description

We are seeking a highly motivated and detail-oriented Customer Service Executive to join our distinguished private banking team in Dubai. In this role, you will be instrumental in providing exceptional support to our Relationship Managers and ensuring a seamless service experience for our high-net-worth clientele. Your primary responsibilities will involve managing sensitive client documentation, performing essential back-office servicing tasks, and acting as a key liaison between clients and internal departments. You will handle client inquiries, process transactions, and maintain accurate records with the utmost discretion and professionalism. This position requires meticulous attention to detail and a strong understanding of private banking operations. Reporting directly to the Head of Segment, you will contribute to the team's success by ensuring operational efficiency and upholding the highest standards of client service. The ideal candidate will possess 3-5 years of relevant experience within the private banking industry.

Requirements

1. 3-5 years of experience in a client servicing or support role within private banking or wealth management.

2. Proven experience in handling and processing client documentation, including account opening forms and KYC/AML documents.

3. Strong understanding of back-office operations, including transaction processing, account maintenance, and payment instructions.

4. Proficiency in using core banking systems (e.g., Avaloq, Temenos T24) and the MS Office Suite.

5. Demonstrable experience providing direct administrative and operational support to Relationship Managers.

6. Knowledge of financial products and services common in the private banking sector.

7. Familiarity with local UAE banking regulations and compliance standards.

8. Excellent organizational and time-management skills with the ability to handle multiple tasks simultaneously.

Desirable

1. Fluency in Arabic is highly advantageous.

2. Experience working with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients.

3. Strong problem-solving skills and the ability to resolve client issues efficiently.

4. Excellent interpersonal and communication skills.

5. A proactive and collaborative team player.

Role Highlights

💰 Compensation

AED 14,000 - AED 17,000/month

📍 Location

Dubai, UAE

💼 Work Location Type

Onsite

📈 Job Level

Mid Level

⌛ Experience

3-5 Years

🏢 Department

Finance

🏭 Industry

Finance

🔹 Sub-Industry

Banking

⚠️

Applications for this role are closed!

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