Key Accountabilities of the role     

Client Servicing & Request Management

• 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.