Assistant Relationship Manager, Private Banking

DESCRIPTION

Job Purpose:

Deliver Banking services to UHNW customers and to provide professional and
confidential personal assistant service to Head of Private Banking &
Enterprise Liabilities while proactively supporting the objectives and goals
of the department and the organization

Principal Accountabilities:

Review all correspondence as necessary to ensure HOPBEL receives the support
to carry out his role in the most efficient manner.

Plan and monitor progress, take follow up action in respect of issues arising
from all business meetings which have been delegated by HOPBEL to his
subordinates. To ensure appropriate action has been taken within the required
timescale and keep him informed of developments.

Perform complex administrative work exercising independent judgment in
relieving HOPBEL of administrative details.

Be part of Department target achievement by recording achievement of Sales
team alongside their pipeline and commitments, upraising HOPBEL of any
shortfall or excess to address the case at regular intervals, thereby ensuring
targets are achieved consistently.

Monitor Sales Team activities like client meetings, Call reports, Account Plan
to ensure each account is profitable.

Perform ARM responsibilities i.e. support RMs in managing their portfolio
effectively and act as a support function & backup on their daily
operational/service requirements.

Compliance related queries, AML Alerts/RFI's /ODD will be closed by ARMs in
consultation with RMs.

Assist in processing of account opening, debit & credit cards, loan, etc for
UHNW clients.

To create and maintain a personal and confidential record and filing system to
ensure speedy and efficient retrieval of information.

Schedule and facilitate internal and external meetings.

Draft replies and where appropriate, prepare correspondence under the guidance
of HOPBEL to ensure timely and appropriate responses to internal and external
customers.

To respond to internal and external telephone enquiries, to deal with or
refer, as appropriate, to ensure that an effective communication channel
exists between the HOPB&EL, his team, and the business.

Maintain and apply strict level of confidentiality in all work related
matters, to protect the bank's business interests.

Research, compile, analyze, and summarize data for projects, reports, meetings
on behalf of HOPB&EL independently or as directed.

Keep updated about policies, procedures and practices within department / bank
to ensure consistent adherence.

Acts as first point of contact for internal and external visitors and screen
them to ensure that only the necessary visitors are directed to the department
head / direct them to appropriate officials.

Assist newly recruited staff with onboarding and induction.

Ensure necessary assistance and involvement in all assigned projects
throughout the year.

Be the one point of contact for all activities for staff and their system
related issues.

Ensure the team adheres to timelines of all Trainings, required exams,
surveys, reviews, leave .

Maintain the upkeep of Private Banking premises including high quality of
furniture, carpet, meeting rooms, Majlis decor, routine pest control, deep
cleaning etc is done at regular intervals