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Assistant Banker 172 views

The Front Office (Relationship Management) is the key sales unit for the Private Bank. Front Office staff are the main point of contact for all clients and generate the income for the Private Bank. Presently, it consists of 8 markets (each managed by 1 Market Leader), Dubai & Northern Emirates being one of the largest markets. The markets in turn are sub-organized in teams (each managed by 1 Team Leader). Each team consists of 2-6 Relationship Managers and 1-3 (Senior) Assistant Bankers.

2. Job Purpose (Why does the job exist? What is the unique contribution made by the job holder?)

The Assistant Banker is an important pillar within the Front Office of the Private Bank. The position holder’s main responsibility is to support 1-2 Relationship Managers and their clients. The position holder handles all client requests pertaining to Basic Banking products and services (e.g. transactions, cheque books, fixed deposits, statements, etc.) and manages the client’s accounts and their documentation requirements. In addition, the Assistant Banker will support the assigned Relationship Managers with administrative tasks.

3. Job Content (Describe the key results delivered by the job holder, how they are measured and the tasks performed to achieve the results?)

Key Results

Performance Measures

Main Tasks

1. Support Relationship Managers (1-2) in the day-to-day management of client relationships


  • Evaluation by Team Leader how successfully goals were achieved
  • Assessment on whether Bank’s policies and procedures were adhered to
  • Assessment on whether operational losses occurred to due human errors
  • Manage client’s accounts and execute Basic Banking transaction requests (transfers, cheques clearing, cash transactions, opening, closing and renewal of Fixed Deposits, etc.)
  • Coordinate with Operations, Credit, Compliance and other relevant departments to support the RM’s to execute client instructions
  • Exercise appropriate checks and controls as per Bank’s policies under the RM’s supervision
  • Communicate directly with the client on minor operational matters
  • Ensure Client Confidentiality and related processes
  • Prepare basic documentation (e.g. IOSIR, compliance, account opening forms, etc.) and keep client records
  • Ensure complete and accurate information is provided in all client documentation, before submission to operations and other departments, under the RM’s supervision
  • Assist other (senior) team members as and when required



Description of Knowledge / Skill etc.

A. Education

  • General, Professional
  • Undergraduate degree in a relevant field or equivalent

B. Experiences

(Years & Type)

  • Industry
  • Regional
  • Functional
  • Minimum 1-2 years related work experience
  • Experience in a customer care / service environment
  • Experience in the framework and business etiquette in MENA markets

C. Knowledge & Skills

  • Technical
  • Managerial
  • Advanced knowledge of Basic Banking products & services as well as associated operational processes
  • Good understanding of Compliance, Due Diligence and Anti-Money Laundering Acts as well as standard banking procedures

D. Behavioral Competencies

  • Thinking Related
  • People Related
  • Self Related
  • Diligent with an attention to detail
  • Customer Service attitude and professional behavior

Primary Location

: United Arab Emirates-Dubai-Dubai – Deira, Baniyas Road, Enbd Head Office


: Relationship Management


: Private Banking


: Regular


: Standard

Job Type

: Full-time

Day Job

Job Posting

: Aug 6, 2017, 12:22:07 AM

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