• Process and manage various client service requests received from RMs &/or clients, including account opening, client documentation, investment bookings, and redemption processing, funds transfers, Wakala/TD bookings, additional accounts…etc. 
• Ensure all client transactions are processed in a timely, accurate, and efficient manner, in line with internal procedures and regulatory requirements. 
• Ensure all documentation, due diligence, and compliance requirements are met during the client onboarding process. 
• Support Clients and RMs with service requests related to debit cards, cheque book issuance and delivery

Investment Management Support

• Oversee the processing of investment bookings, redemptions, and fund transfers for clients within the priority and private banking segments. 
• Coordinate with internal teams (e.g., investment advisors, operations, WMO) to ensure smooth execution of investment transactions. 
• Generate investment reports and client statements accurately and on time, ensuring that clients have up-to-date information on their portfolios.

Operational Support & Workflow Management

• Assist in managing the day-to-day operational aspects of the wealth coverage team, ensuring all client service processes are executed according to standard operating procedures. 
• Provide operational support to the senior leadership team, ensuring seamless execution of administrative tasks and client transactions. 
• Maintain MIS reports of RM activities, transactions, requests, and interactions in line with the bank's compliance and data management policies.

Client Walk-In Management

• Act as a point of contact for clients visiting the wealth coverage centers, handling walk-ins and assisting with their inquiries or requests. 
• Ensure that all client walk-ins are attended to promptly and effectively, addressing any queries or needs they may have.

X-Sell & Cross-functional Support 

• Collaborate with internal teams, including Investment Advisors, Operations, and Compliance, to ensure efficient processing of client requests and transactions. 
• Work closely with other departments to facilitate smooth and accurate processing of financial transactions, client queries, and administrative tasks. 
• Collaborate with Priority & Private banking teams to support the onboarding of NTB clients into the priority and private banking segments. 
•  X-sell ADIB products (Covered cards, HF…etc.) to existing clients

Collaboration & Cross-functional Support

• Collaborate with internal teams, including Investment Advisors, Operations, and Compliance, to ensure efficient processing of client requests and transactions.
• Work closely with other departments to facilitate smooth and accurate processing of financial transactions, client queries, and administrative tasks.
• Collaborate with Priority & Private banking teams to support the onboarding of NTB clients into the priority and private banking segments.

Risk & Compliance Management

• Ensure that all client servicing activities comply with internal policies, regulatory requirements, and best practices.
• Assist in monitoring and managing compliance-related matters, including KYC and AML requirements.
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• Specialist Skills / Technical Knowledge Required for this role:
• Experience in processing client transactions, investment products, and account management in wealth management is highly desirable. 
• Strong operational and client servicing skills with a focus on efficiency and accuracy. 
• Ability to manage client service requests effectively and provide prompt resolutions. 
• Excellent communication and interpersonal skills, with the ability to work closely with clients, senior leaders, and internal teams. 
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks simultaneously. 
• Knowledge of regulatory requirements, including KYC and AML, and experience in adhering to compliance guidelines.
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