Customer Relations Manager – Private Banking

Job description / Role

To provide high quality marketing support and exceptional servicing to Standard Chartered Private Bank clients and the Standard Chartered Relationship Management team.

- Prepare and follow up account opening documentation and KYC/CDD
- Support the RMs with post-sale service.
- Ensure complete and accurate information provided in all client documentation, before submission to operations.
- Assist where applicable in the preparation of the annual investment review.
- Prepare and follow up on the Annual Periodic Reviews
- Process and follow client instructions acting as the liaison with Operations, Credit, Compliance and other relevant departments to execute client instructions e.g. fund transfers, deposit/loan set up and renewal, order placement for loans and securities.
- Ensure product information is sent to clients regularly.
- Preparation of spreadsheets for clients to show profit / loss of their holdings.
- To assist the other members of the Customer Service Unit as and when required.
- Plan appointments and schedule travel Itinerary for the RM's. Coordinate all Bookings viz. Travel & Stay
- Assist in the preparation of the necessary documentation for marketing trips (i.e. packaging brochures, client background/business analysis etc.)
- Provide back-up support for RMs during their business trips
- Co-ordinate all client visits to ensure pertinent information is available at the client visit (i.e. holdmail, credit cards, chequebooks, documentation for client signature). Provide administrative support including correspondence and ensure proper filing of transactions, correspondence and reports.
- Fully compliant with regulations and Group policies & guidelines
- Ensures adherence to KYC/CDD policy, Anti Money Laundering policy, Client Investment & Trade Transactions policy, and adherence to Private Banking Client Financial Transaction policy to safeguard the Banks interests.
- Zero errors in transaction execution and service delivery
- Undertake to attend all the mandatory training and development programs set by the Bank.

The world's best international bank, leading the way in Asia, Africa and the Middle East.

Standard Chartered PLC, listed on both London and Hong Kong stock exchanges, ranks among the top 25 companies in the FTSE-100. The London-headquartered Group has operated for over 150 years in some of the world's most dynamic markets. Its income and profits have more than doubled over the last five years primarily as a result of organic growth and supplemented by acquisitions.

Standard Chartered aspires to be the best international bank for its customers across its markets. The Bank derives more than 90 per cent of its operating income and profits from Asia, Africa and the Middle East, generated from its Wholesale and Consumer Banking businesses. The Group has around 1,750 branches and outlets located in over 70 countries. The extraordinary growth of its markets and businesses creates exciting and challenging international career opportunities.

Leading by example to be the right partner for its stakeholders, the Group is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. It employs 75,000 people, nearly half of who are women. The Group's employees are of 115 nationalities, of which 60 are represented among senior management.

Standard Chartered is an equal opportunity employer. We have a meritocratic culture where each individual employee is valued and respected for who they are as a person and for what they bring to the organisation.

Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage.

Interested candidates may apply now online.

Requirements

Qualifications:

- Graduate with 2 years of experience in Private Banking Customer Service role.
- Should be able to speak fluent English and preferably Arabic
- Should be proficient in MS Office
- Should have a basic working knowledge of Banking, SCB systems and products and a thorough knowledge of PB products & workflows
- Should be a self-motivator who is keen to upgrade and improve personal knowledge and skill sets to meet the job requirement

About the Company

Standard Chartered Bank started in 1958 in UAE with its first branch in Sharjah. The Group’s business gradually increased in Dubai with the opening of several branches and today, Dubai is the administrative hub of the Middle East and South Asia Region. In its 43rd year, the Bank enjoys the position of having the most extensive branch network among foreign international banks in UAE with 10 branches emirate-wide.

Standard Chartered is an international bank, focused on the established and emerging markets of Asia, Africa, the Middle East and Latin America with an extensive global network of more than 600 offices in over 50 countries. The three principal business groups are Global Markets, Personal Banking and Corporate and Institutional Banking.

In UAE, we are one of the leading banks, offering an extensive range of products and services for personal customers, local companies, multinational corporate and financial institutions.