Job offer: Client Services/Client Support/Client Care

The client is a leading independent financial services firm providing financial advisory services to private investment offices of select families and UHNWI. The client is an outsourced CIO advisory with multi-million AUA.

• Support the Client Advisors in managing client relationships by providing best in class customer service to clients with a view to enhancing the overall client relationship.
• Respond to client inquiries and concerns, and action requests in a professional, timely and efficient manner.
• Receive and confirm client instructions related to capital calls, distribution notices, remittances, account maintenance etc. and liaise with the respective units within acceptable time-lines. Liaise with banks and clients to manage day-to-day banking activities of
• Assist the Client Advisors with ensuring high quality and timely completion of all client-level due diligence and KYC requirements at the onset client relationships - Diligent follow up with clients to execute term sheets, KYC and other documents.
• Client on-boarding, including preparation of account documentation, creation of client records in Salesforce and other platforms.
• Assist in the preparation of business proposals, presentations, and marketing materials.
• Conduct research and analysis on potential clients, market trends, and competitor activities.
• Collaborate with internal cross-functional teams to facilitate the execution of client investment transactions, including subscription documents and shareholders agreements.

• Graduate degree at a minimum, with a background in finance, business administration, and/or
• Key work experience within the Private Banking Industry, preferably in a client facing function, ideally within the Wealth Management/ Advisory space.
• Fluency in oral and written Arabic and
• Preferably, experience of having worked within the CMA regulatory framework and familiarity with the CMA Rules and regulations.
• Client-oriented, solution-oriented, and able to work in a high paced environment under
• Should be analytical, organised, and flexible.
• Excellent communication skills, both written and verbal, with the ability to interact professionally with clients and colleagues.
• Detail-oriented mindset, with strong organisational and time management skills.
• Proficiency in MS Office suite (Word, Excel, PowerPoint) and familiarity with financial software and databases.
• Ability to work effectively in a team environment and collaborate with cross-functional teams.
• Strong inter-personal skills and excellent communication skills with a positive