Customer Service Manager, Private Banking

Posted By Gulf Recruitments
Standard Chartered Bank - Dubai - Please view Job Description for details. JOB PURPOSE To provide high quality marketing support and exceptional servicing to Standard Chartered Private Bank clients and the Standard Chartered Relationship Management Team. Key Roles and Responsibilities KEY RESPONSIBILITIES Prepare and follow-up account opening documentation and KYC/CDD Support the Relationship Manager on post sale service Ensure compete and accurate information provided in all client documentation, before submission to operations Assist, where applicable in the preparation of the annual investment review Prepare and follow up on the Annual Periodic Reviews Process and follow client instructions acting as the liaison with Operations, Credit, Compliance and other relevant departments to execute client instructions eg. Funds transfers, deposit/loan set-up and renewal, order placement of loans and securities Ensure product information is sent to clients regularly Preparation of spreadsheets for clients to s...

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