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Skill Farm Finance Experts Are Invited to Apply for the Following Role:

Key Responsibilities
  • Manage clients' accounts and execute basic banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing, and renewal of fixed deposits, account opening, maintenance, closure, etc.)
  • Coordinate with Operations, Credit, Compliance, Legal, and other relevant departments to support the Relationship Managers in executing client instructions.
  • Exercise appropriate checks and controls as per the bank's policies under the Relationship Manager's supervision.
  • Communicate directly with clients on operational matters and for call back confirmations.
  • Ensure client confidentiality and related processes.
  • Prepare basic documentation (e.g., IOSIR, compliance, account opening forms, etc.) and keep client records.
  • Ensure complete and accurate information is provided in all client documentation before submission to operations and other departments, under the Relationship Manager's supervision.
  • Assist other (senior) team members as and when required.
  • Attend to service requests and ensure every query is addressed within the given timeline.
  • Raise service requests to other departments and follow up on the progress.
  • Place trade orders on Moxy for buying & selling of investment instruments.
  • Coordinate with investment advisors on clarifications regarding investment transactions.
  • Back up colleagues as and when required.
  • Assist Relationship Managers with the annual review collection of documents and tracking to relevant departments, and follow up on completion.
  • Send transaction copies for archival.
Skills and Experience
  • Degree in a relevant field or equivalent.
  • Minimum 1 year of related work experience.
  • Experience in a customer care/service environment.
  • Experience in the framework and business etiquette in MENA markets.
  • Advanced knowledge of basic banking products & services as well as associated operational processes.
  • Good understanding of compliance, due diligence, and anti-money laundering acts as well as standard banking procedures.
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Read the full job description and apply online on the recuiter's web-site

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