Graduate Trainee - Private Banking Services (UAE Nationals)
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Key skills for this role
About the Role
Emirates NBD seeks a Graduate Trainee to support Relationship Managers in private banking, handling client requests for basic banking products and services. The role involves account management, transaction execution, and coordination with internal departments.
Key Skills for This Role
Responsibilities
- Support Relationship Managers in day to day management of client relationships
- Manage client accounts and execute basic banking transaction requests (transfers, cheque clearing, cash transactions, fixed deposits, account opening/maintenance/closure)
- Coordinate with Operations, Credit, Compliance, Legal and other departments to support RMs in executing client instructions
- Exercise appropriate checks and controls as per Bank's policies under Lead'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) and keep client records
- Assist other senior team members as required
- Attend to service requests and ensure queries are addressed within given timeline
- Raise Service Requests to other departments and follow up on progress
- Place trade orders on Moxy for buy & sell of investment instruments
- Coordinate with investment advisors on clarification regarding investment transactions
Requirements
- Graduate degree (implied by graduate trainee program)
- UAE National (explicit in title)
Full Job Posting
Job Overview
- As a Graduate Trainee, Specialist in Private Banking Services, you will support Relationship Managers and their clients post program graduation.
- You will handle all client requests pertaining to basic banking products and services.
Key Responsibilities
- Support Relationship Managers (1 2) in day to day management of client relationships
- Manage client 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 RMs to execute client instructions
- Exercise appropriate checks and controls as per Bank’s policies under the Lead’s supervision
- Communicate directly with the client 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 Lead’s supervision
- Assist other (senior) team members as and when required
- Attend to service requests and ensure every query is addressed in given timeline
- Raise Service Requests to other departments and follow up on the progress
- Placing trade orders on Moxy for buy & sell of investment instruments
About Emirates NBD
- We’re one of the region’s most recognizable brands.
- We’re banking innovation leaders.
- We’re growing across both the UAE and our global offices.
- We offer a huge range of professional development opportunities to accelerate your career.
- We provide extremely competitive rewards, benefits and perks, like our flexible work policy so you can work from home whenever it suits.
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