Description
- Within PB, the client service team plays a constructive role in partnering with coverage in driving Key Business initiatives and RTB (Run the business) activities. Function ensures adherence to risk & control governance framework in line with Regulatory requirements / Internal policies / Audit standards; also involving front-to-back review of processes and scaling up of controls to address the gaps that are self-identified or highlighted by Regulators.
- The successful candidate will engage in comprehensive support activities for PB EM client services. This includes collating, preparing, and reviewing reports, as well as ensuring accurate submissions are verified and delivered promptly.
What we’ll offer you
As part of our flexible scheme, here are just some of the benefits that you’ll enjoy
Best in class leave policyGender neutral parental leaves100% reimbursement under childcare assistance benefit (gender neutral)Sponsorship for Industry relevant certifications and educationEmployee Assistance Program for you and your family membersComprehensive Hospitalization Insurance for you and your dependentsAccident and Term life InsuranceComplementary Health screening for 35 yrs. and aboveYour key responsibilities
Managing travel bookings with our travel agent (BCD) for staff travelling on businessDB Buyer – raising invoices for payment e.g. stationary supply in office / legal fees etcDBlist recertificationAccessio / ACL access – raising / amending team accesses to ACLsWMES – dbTiger / DbFlow / ABR / Pulse – aligning teams across various applicationsDBsrs – raising application accessesLiaise with IT / real estate services for any support needed by a team memberMeeting minutes (IT meeting, corp security meeting, BRRM)Business Cards – physical / digitalOrg chart / staff list updateExpenses – MDs / MHsBooking cars – MDs / MHsMarketing events / client dinners etcCoordinate meetings / calendar management / access management - for senior management visiting the officeAffixing digital signatures on client communication (e.g. DIFC retag letters)New hires confirmation to booking centers monthlyNew joiner assistanceYour skills and experience
University graduates and candidates with a minimum of 2 years of relevant experience.Keen learner and quick adapters of change and good team playerSelf-initiative and to be able to manage and deliver with time bound activitiesWilling to learn and take on additional scope of work with trainingGood communication skills (oral and written) and interpersonal skills.Good understanding of Wealth Management products and services and regulatory environment.How we’ll support you
Training and development to help you excel in your careerCoaching and support from experts in your teamA culture of continuous learning to aid progressionA range of flexible benefits that you can tailor to suit your needs