Showing posts with the label Client Support Officer

Client Support Officer, Wealth Management

Job Position: Client Support Officer, Wealth Management
Job Description: Charterhouse - Dubai - This role shall oversee the support lines provided to the front-line Private Bankers to ensure adequate servicing & monitoring of accounts and the required reporting to clients across various product portfolios, ratios & liquidities. The role shall also extend to the execution of any transaction requests whilst managing any compliance or regulatory issues and documentation support to meet internal policy to facilitate transactional execution. The coverage of the role shall also extend to the oversight & liaison internally across areas of compliance activity; to ensure points are escalated and managed accordingly across AML & KYC factors and to support the client mandate aligned to Group compliance. The position shall also involve areas of marketing, product awareness and market development; whereby providing promotional support to pitch certain product lines and services to m…