Specialist – Private Banking Services (UAE Nationals)

The Specialist – Private Banking Services provides operational support to Relationship Managers and high-net-worth customers. The role manages day-to-day account requests, transaction instructions and supporting documents while coordinating with Operations, Credit, Compliance and Legal teams. It is important to complete customer requests accurately, maintain confidentiality and apply the bank’s policies and control checks before instructions are processed. The specialist helps the Private Banking Front Office deliver a consistent service experience. Requests may involve several internal departments, so the role holder should track each action carefully, confirm when an instruction is complete and keep the Relationship Manager informed of matters that may affect the client.

Key Responsibilities

• Support one or two Relationship Managers with the daily servicing of private-banking clients.
• Handle transfers, cheque clearing, cash transactions, fixed deposits and account opening, maintenance or closure.
• Coordinate with Operations, Credit, Compliance, Legal and other teams to complete client instructions.
• Check client instructions and documentation for completeness and apply the required operational controls.
• Communicate with clients on service requests and call-back confirmations while protecting confidential information.
• Raise service requests, monitor progress and follow up until queries are resolved.
• Assist with investment trade orders and annual client reviews by gathering and tracking required documents.

Qualifications and Requirements

• UAE National status is an explicit eligibility condition.
• An undergraduate degree in a relevant field or equivalent is required.
• At least one to two years of related experience is required, preferably in banking, customer care or a service-focused environment.

Skills and Competencies

• Knowledge of basic banking products and operational processes.
• Understanding of compliance, due diligence and anti-money-laundering requirements.
• Clear communication, accuracy and strong customer confidentiality.

Employment Details

Dubai, United Arab Emirates. UAE National eligibility applies.