Job Description: Assist RM in acquiring new-to-bank clients and managing existing portfolios to achieve liability, CASA, deposit, and cross-sell (FX, Trade) targets in line with business objectives. Conduct client visits, prepare call reports, support account planning with product ...
Additional Information
The Role Job Description: Assist RM in acquiring new-to-bank clients and managing existing portfolios to achieve liability, CASA, deposit, and cross-sell (FX, Trade) targets in line with business objectives. Conduct client visits, prepare call reports, support account planning with product partners, resolve queries, and ensure high customer satisfaction. Maintain updated KYC, OMNI, and PEP records; ensure proper file management; adhere to AML, internal audit, and Central Bank guidelines. Prepare official memos, requests, coordinate with internal departments, uphold confidentiality and Code of Conduct, and support team projects or act as backup when required.
Requirements Qualification: Bachelors degree in business administration, Economics, or related field; MBA/CA/CMA or Financial Certification preferred. Strong understanding of liabilities, Trade, Treasury products, banking operations, Islamic banking standards, accounting principles, and market/business environment. Good knowledge of AML/Compliance, CBUAE regulations, and identifying suspicious transactions. Excellent customer service, bilingual communication (English & Arabic), strong relationship management, organizational, multitasking, data management, and computer skills.
About the company The Talents Nation is a trusted global talent partner helping companies find and hire skilled professionals worldwide. We connect businesses with carefully screened talent to ensure quality, reliability, and long-term success. With a strong market presence and a people-first approach, we make hiring straightforward, dependable, and results-driven.
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