Premier Acquisition Manager

Dubai, Dubai HSBC

Posted 10 days ago

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Job Description

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Some careers shine brighter than others.

If you're looking for a career that will help you stand out, join HSBC and fulfil your potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further

In this role, you will:

  • The purpose of the role is to acquire quality funded Premier (balance based) customers for HSBC and cross sell relevant products to them at time of Premier onboarding. This requires the ability to build strong business relationships that will source these high value customers, and to understand in detail the benefits of the Premier proposition.
  • The role holder will be rated and compensated on their ability to acquire funded (balance based) quality customer relationships for the bank and to successfully articulate the value and benefits of specific products which best meet these high-net-worth customers' needs, including Wealth (Insurance & Investment) solutions, credit solutions, etc. through successful referrals to the Premier Services / Relationship Management team.
  • A strong working relationship is required between the job holder and key stakeholders within the wider Premier & wealth teams to ensure there is a seamless transfer of the customer relationship once fully established.
  • The role holder must work in close partnership with branch management. Premier Service and Premier Wealth Management teams, Commercial Banking and Marketing in order to acquire quality relationships to meet the Annual Operating Plan (AOP) objectives and maximize profitability.
  • Responsible for acquiring premier customers who are balanced based only (i.e. bring balance of USD 120k and above). Also, responsible for driving other needs/referrals and cross sales.
  • An integral part of the role would also include supporting and contributing in building market position by locating, developing, defining and negotiating WPB product solutions for the employees of our existing clients.

To be successful in the role, you should meet the following requirements:

Knowledge / Experience

  • Graduation degree is a must – to secure a UAE Visa and Work Permit
  • A full understanding of the WPB products (propositions) and services, including the global service standards, and the ability to communicate this effectively to customers.
  • Proven experience selling to and working with high-net-worth individuals.
  • Knowledge of developing a networking strategy and proven ability to achieve sales targets.
  • Knowledge of competitor activity and propositions
  • Strong understanding of HSBC Group, including cross business awareness

Skills

  • Strong communications and interpersonal skills
  • Excellent organizational skills
  • Good team player
  • Excellent analytical and problem-solving skills.
  • Effective / seamless handover of customer relationships to those with appropriate skills to manage them.
  • Capacity to inspire trust.

You'll achieve more at HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment.

We believe diversity brings benefits for our customers, our business and our people. Different ideas and perspectives help us innovate, manage risk and grow the business in a sustainable way. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hong Kong and Shanghai Banking Corporation Limited.

Seniority level
  • Seniority level Associate
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development and Sales
  • Industries Banking and Financial Services

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Assistant Relationship Management

Dubai, Dubai Vectara

Posted today

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Job Description

About Keyper: At Keyper, we empower property managers with advanced technology to efficiently manage and enhance their property portfolios. Our comprehensive services facilitate everything from real-time performance monitoring to seamless digital transactions, all designed to optimize property management. Learn more at Keyper.

Job Title: Assistant Relationship Manager - RNPL

Key Responsibilities:
  • Respond to customer inquiries on the support channel.
  • Assist, educate and onboard customers seamlessly onto the RNPL platform.
  • Follow the given process of onboarding tenants onto CRM and liaising with the admin team to ensure necessary documentation is in place.
  • Address and resolve tenant and landlord inquiries and concerns in a timely and professional manner.
  • Support tenant's move-in and move-out processes to ensure smooth transitions.
  • Assist in the negotiation and execution of lease agreements with tenants and landlords.

Desired Skills:
  • Effective communication and relationship management skills.
  • Ability to analyze data and prepare reports.
  • Proficiency in using digital tools and platforms for property management.
  • Strong customer service orientation with a focus on tenant and landlord satisfaction.

Qualifications:
  • Bachelor's degree in business administration, Real Estate, or a related field.
  • Experience in customer service or administrative roles within the real estate or property management industry.
  • Strong organizational and multitasking skills.
  • Proficiency in using property management software and CRM systems.
  • Excellent communication and interpersonal skills.
  • Attention to detail and strong problem-solving skills.
  • Ability to work collaboratively with cross-functional teams.
  • Proficiency in Arabic and English.

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Carrier Relationship Management - Analyst

Dubai, Dubai International Catalyst Services, LLC

Posted today

Job Viewed

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Job Description

The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a proactive approach to problem-solving.

We will count on you to :

  • Serve as aprimary point of contact for the client relationship management team, addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
  • Analyze client data and feedback to identify trends, insights, and opportunities for improvement in service delivery and client engagement.
  • Prepare and present regular reports on client satisfaction metrics, account performance, and relationship health to management and stakeholders.
  • Work closely with cross-functional teams, including sales, marketing, and operations, to align client needs with company offerings and initiatives.
  • Identify and recommend process enhancements to improve client relationship management practices and increase operational efficiency.
  • Maintain accurate records of client interactions, feedback, and action items in the CRM system to ensure continuity and accountability.
  • Stay informed about industry trends, competitor activities, and best practices in client relationship management to contribute to strategic planning.

What you need to have :

  • Bachelor’s degree in Business Administration, Marketing, or a related field.
  • 1-3 years of experience in client relationship management, customer service, or a similar analytical role.
  • Strong analytical and problem-solving skills, with the ability to interpret data and make data-driven decisions.
  • Excellent verbal and written communication skills, with a focus on building relationships and influencing stakeholders.
  • Proficiency in Business Intelligence software such as Power BI and Qlik Sense, as well as Microsoft Office Suite (Excel, PowerPoint, Word).
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong organizational skills and attention to detail.

What makes you stand out :

  • A proactive approach to client relationship management and a commitment to delivering high-quality work.
  • Strong interpersonal skills to effectively collaborate with team members and stakeholders.
  • A passion for enhancing client experiences and supporting the overall success of the client relationship management team.

Marsh, a business of Marsh McLennan (NYSE : MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses : Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex / gender, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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Carrier Relationship Management - Analyst

Dubai, Dubai Marsh & McLennan Companies

Posted 1 day ago

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Company:Marsh

Description:

The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a proactive approach to problem-solving.

We will count on you to:

  • Serve as aprimary point of contact for the client relationship management team, addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
  • Analyze client data and feedback to identify trends, insights, and opportunities for improvement in service delivery and client engagement.
  • Prepare and present regular reports on client satisfaction metrics, account performance, and relationship health to management and stakeholders.
  • Work closely with cross-functional teams, including sales, marketing, and operations, to align client needs with company offerings and initiatives.
  • Identify and recommend process enhancements to improve client relationship management practices and increase operational efficiency.
  • Maintain accurate records of client interactions, feedback, and action items in the CRM system to ensure continuity and accountability.
  • Stay informed about industry trends, competitor activities, and best practices in client relationship management to contribute to strategic planning.

What you need to have:

  • Bachelor’s degree in Business Administration, Marketing, or a related field.
  • 1-3 years of experience in client relationship management, customer service, or a similar analytical role.
  • Strong analytical and problem-solving skills, with the ability to interpret data and make data-driven decisions.
  • Excellent verbal and written communication skills, with a focus on building relationships and influencing stakeholders.
  • Proficiency in Business Intelligence software such as Power BI and Qlik Sense, as well as Microsoft Office Suite (Excel, PowerPoint, Word).
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong organizational skills and attention to detail.

What makes you stand out:

  • A proactive approach to client relationship management and a commitment to delivering high-quality work.
  • Strong interpersonal skills to effectively collaborate with team members and stakeholders.
  • A passion for enhancing client experiences and supporting the overall success of the client relationship management team.
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X. Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law. Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
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Client Relationship Management - Analyst

Dubai, Dubai Marsh Middle East and Africa

Posted 1 day ago

Job Viewed

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Job Description

Client Relationship Management - AnalystClient Relationship Management - Analyst

The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills, excellent communication abilities, and a proactive approach to problem-solving.
We will count on you to:

  • Serve as a primary point of contact for clients, addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
  • Analyze client data and feedback to identify trends, insights, and opportunities for improvement in service delivery and client engagement.
  • Prepare and present regular reports on client satisfaction metrics, account performance, and relationship health to management and stakeholders.
  • Work closely with cross-functional teams, including sales, marketing, and operations, to align client needs with company offerings and initiatives.
  • Maintain accurate records of client interactions, feedback, and action items in the CRM system to ensure continuity and accountability.
What you need to have:
  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • 0-1 years of experience in client relationship management, customer service, or a similar analytical role.
  • Strong analytical and problem-solving skills, with the ability to interpret data and make data-driven decisions.
  • Excellent verbal and written communication skills, with a focus on building relationships and influencing stakeholders.
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word).
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong organizational skills and attention to detail.
What makes you stand out:
  • A proactive approach to problem-solving and a willingness to learn and develop further.
  • Strong interpersonal skills to effectively collaborate with team members and clients.
  • A commitment to delivering high-quality work and supporting the overall success of the client relationship management team.
Marsh, a business of Marsh McLennan (NYSE: MMC), is the world’s top insurance broker and risk advisor. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 90,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, skin color, or any other characteristic protected by applicable law.
Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
R_307029Seniority level
  • Seniority levelNot Applicable
Employment type
  • Employment typeFull-time
Job function
  • Job functionInformation Technology
  • IndustriesInsurance and Business Consulting and Services

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Client Relationship Management - Analyst

Dubai, Dubai Marsh McLennan

Posted 1 day ago

Job Viewed

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Job Description

Company:

Description:


The Client Relationship Management - Analyst will play a crucial role in enhancing client satisfaction and loyalty by providing exceptional support and analysis to our client relationship management team. This position involves collaborating with various internal departments to ensure that client needs are met effectively and efficiently. The ideal candidate will possess strong analytical skills excellent communication abilities and a proactive approach to problem-solving.

We will count on you to:

  • Serve as a primary point of contact for clients addressing inquiries and resolving issues in a timely manner to ensure a positive client experience.
  • Analyze client data and feedback to identify trends insights and opportunities for improvement in service delivery and client engagement.
  • Prepare and present regular reports on client satisfaction metrics account performance and relationship health to management and stakeholders.
  • Work closely with cross-functional teams including sales marketing and operations to align client needs with company offerings and initiatives.
  • Maintain accurate records of client interactions feedback and action items in the CRM system to ensure continuity and accountability.

What you need to have:

  • Bachelors degree in Business Administration Finance or a related field.
  • 0-1 years of experience in client relationship management customer service or a similar analytical role.
  • Strong analytical and problem-solving skills with the ability to interpret data and make data-driven decisions.
  • Excellent verbal and written communication skills with a focus on building relationships and influencing stakeholders.
  • Proficiency in Microsoft Office Suite (Excel PowerPoint Word).
  • Ability to work independently and collaboratively in a fast-paced environment.
  • Strong organizational skills and attention to detail.

What makes you stand out:

  • A proactive approach to problem-solving and a willingness to learn and develop further.
  • Strong interpersonal skills to effectively collaborate with team members and clients.
  • A commitment to delivering high-quality work and supporting the overall success of the client relationship management team.
Marsh a business of Marsh McLennan (NYSE: MMC) is the worlds top insurance broker and risk advisor. Marsh McLennan is a global leader in risk strategy and people advising clients in 130 countries across four businesses: Marsh Guy Carpenter Mercer and Oliver Wyman. With annual revenue of $24 billion and more than 9000 colleagues Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information visit or follow on LinkedIn and X.Marsh McLennan is committed to embracing a diverse inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background disability ethnic origin family duties nationality parental status personal or social status political affiliation race religion and beliefs sex/gender skin color or any other characteristic protected by applicable law.Marsh McLennan is committed to hybrid work which includes the flexibility of working remotely and the collaboration connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one anchor day per week on which their full team will be together in person.

Required Experience:

IC

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Senior Associate Relationship Management

Dubai, Dubai Mashreq

Posted 1 day ago

Job Viewed

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Senior Associate Relationship Management

Bachelor of Business Administration (Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description

To support the BDU Asset Team Leaders, Relationship Management team, and Business Development Officers in maintaining and nurturing both existing and prospective client relationships with personalized and standardized service. Additionally, to manage the overall service and operational quality across the assigned portfolio.

Assist the Relationship Management team and Business Development Officers in achieving financial objectives related to new customers, application processing, limits, utilization, fee realization against fully secured lines, and monitoring the portfolio (e.g., routing conditions, turnover/POS). Ensure the timely fulfillment of covenants as per the Credit Approval Process and provide daily operational support.

ResponsibilitiesRelationship Management
  • Work closely with the team to identify desired service levels.
  • Collaborate on projects with the Client Experience Manager or Governance to improve and standardize client services.
  • Ensure smooth processing of applications and requests, including account opening and resolving discrepancies.
  • Provide feedback to Product Managers on process and service issues.
  • Meet service standards and turnaround times as per SLAs.
Risk Management and Governance
  • Assist in conducting proper KYC and compliance activities related to assets, liabilities, insurance, and investments.
  • Help reduce rejects and referrals by acting as a checker and providing feedback.
  • Ensure timely updates of expired or overdue KYC, Visa, Passport, and Emirates documents.
  • Maintain high-quality KYC records and conduct regular reviews of client facilities and transactions.
  • Review operational SLAs and standards regularly and implement necessary amendments.
Administration & Reporting
  • Record and process client transactions accurately and promptly.
  • Handle customer complaints and inquiries effectively.
  • Monitor customer feedback to meet Mashreq BDU Business Banking standards.
Governance and Audit
  • Support with KYC and FATCA updates and ensure client information is current.
  • Implement audit recommendations and escalate non-routine issues.
  • Pre-screen applications and ensure adherence to financial and non-financial parameters.
  • Identify and report anomalies in lodgment, pledging, or withdrawal processes.
Finance CPR
  • Manage portfolio mapping metrics and review portfolio CPR regularly.
Qualifications
  • Thorough knowledge of retail banking products, services, policies, and processes at Mashreq Bank.
  • Skills required: problem-solving, communication, interpersonal, ability to work under pressure, computer literacy.
Job Details

Role Level: Mid-Level

Work Type: Full-Time

Country: United Arab Emirates

City: Dubai

Company Website: (URL)

Disclaimer: Naukrigulf.com is a platform connecting jobseekers and employers. Candidates should verify the legitimacy of employers independently. We do not endorse any requests for money or sharing personal/bank details. For security, visit our Security Advice page. Report fraud to

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Senior Associate Relationship Management

Dubai, Dubai Mashreq

Posted today

Job Viewed

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Job Description

Senior Associate Relationship Management

Bachelor of Business Administration (Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description

To support the BDU Asset Team Leaders, Relationship Management team, and Business Development Officers in maintaining and nurturing both existing and prospective client relationships with personalized and standardized service. Additionally, to manage the overall service and operational quality across the assigned portfolio.

Assist the Relationship Management team and Business Development Officers in achieving financial objectives related to new customers, application processing, limits, utilization, fee realization against fully secured lines, and monitoring the portfolio (e.g., routing conditions, turnover/POS). Ensure the timely fulfillment of covenants as per the Credit Approval Process and provide daily operational support.

Responsibilities Relationship Management
  • Work closely with the team to identify desired service levels.
  • Collaborate on projects with the Client Experience Manager or Governance to improve and standardize client services.
  • Ensure smooth processing of applications and requests, including account opening and resolving discrepancies.
  • Provide feedback to Product Managers on process and service issues.
  • Meet service standards and turnaround times as per SLAs.
Risk Management and Governance
  • Assist in conducting proper KYC and compliance activities related to assets, liabilities, insurance, and investments.
  • Help reduce rejects and referrals by acting as a checker and providing feedback.
  • Ensure timely updates of expired or overdue KYC, Visa, Passport, and Emirates documents.
  • Maintain high-quality KYC records and conduct regular reviews of client facilities and transactions.
  • Review operational SLAs and standards regularly and implement necessary amendments.
Administration & Reporting
  • Record and process client transactions accurately and promptly.
  • Handle customer complaints and inquiries effectively.
  • Monitor customer feedback to meet Mashreq BDU Business Banking standards.
Governance and Audit
  • Support with KYC and FATCA updates and ensure client information is current.
  • Implement audit recommendations and escalate non-routine issues.
  • Pre-screen applications and ensure adherence to financial and non-financial parameters.
  • Identify and report anomalies in lodgment, pledging, or withdrawal processes.
Finance CPR
  • Manage portfolio mapping metrics and review portfolio CPR regularly.
Qualifications
  • Thorough knowledge of retail banking products, services, policies, and processes at Mashreq Bank.
  • Skills required: problem-solving, communication, interpersonal, ability to work under pressure, computer literacy.
Job Details

Role Level: Mid-Level

Work Type: Full-Time

Country: United Arab Emirates

City: Dubai

Company Website: (URL)

Disclaimer: Naukrigulf.com is a platform connecting jobseekers and employers. Candidates should verify the legitimacy of employers independently. We do not endorse any requests for money or sharing personal/bank details. For security, visit our Security Advice page. Report fraud to

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Fund Setup and Relationship Management

Dubai, Dubai Amicorp Group

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Job Description

The role is responsible for supporting clients that aim for setting up and supporting a regulated license under DFSA and FSRA regulatory framework such as Category 3A, 3B, 3C and Category 4 obtaining Category 3C or Category 4 license while providing excellence in fund services client relationship management and nurturing client relationships within our Fund Services business line. The role holder shall primarily interface between external parties (regulator, fund sponsors, fund managers, auditors, bankers, brokers, legal counsels, etc.) to understand their requirements and internal parties to ensure compliance, ensuring all the deliverables are accurate, on time and of high quality.

PRIMARY DUTIES AND RESPONSIBILITIES

FUND FORMATION

  • Assist with the initial engagement and pre-application process with the DIFC and DFSA and FSRA for Category 3A, 3B, 3C and Category 4 license applications on behalf of clients.
  • Draft and/or support the preparation of the Regulatory Business Plan (RBP) and facilitate its submission to the DFSA/FSRA for preliminary feedback.
  • Completion of all required DFSA/FSRA application forms, including AUT-CORE, AUT-IND, and AUTAMS, as applicable.
  • Compiling and preparation of the complete application packages for Category 3A, 3B, 3C and Category 4 license applications.
  • Submission of or provide support in filing the final application package, inclusive of the RBP and all supporting documentation, to the DFSA/FSRA.
  • Be the primary point of contact between client and the Regulator and provide ongoing support and coordinate responses to DFSA/FSRA queries, as well as assist in scheduling and preparation for DFSA/FSRA interviews.
  • Coordination on the company incorporation process with the DIFC/ADGM, including assistance in securing physical office premises and ensuring full compliance with all incorporation requirements.
  • Facilitating the process for opening a corporate bank account.
  • Submission of the necessary documentation to the DFSA/FSRA to demonstrate fulfillment of all in-principle approval (IPA) conditions, including incorporation records, lease agreements, and bank statements.

RELATIONSHIP MANAGEMENT

  • Serve as the primary point of contact for a portfolio of fund services clients, building and maintaining strong, long-term relationships.
  • Conduct regular contact moments with clients to understand their fund services needs, regulatory requirements, and reporting preferences.
  • Ensure clients are informed about the full range of fund services available and provide expert guidance on best practices.
  • Interpret the data and answer queries that might arise from the Fund Manager or investors regarding the financial statements of a fund and in particular its portfolio investments, fee calculations and NAV per share.
  • Attend client meetings and provide technical support to the sales team.

SERVICE DELIVERY AND QUALITY ASSURANCE

  • Collaborate with internal fund services teams to ensure the accurate and timely delivery of services to clients.
  • Service existing funds and fund managers to ensure timely and excellent delivery of services as agreed with each manager.
  • Review NAV packs and ensure they are error-free before being sent to the fund manager and investors.
  • Communicate regularly and effectively with the Fund Services Delivery Centers who are responsible for all fund services.
  • Constantly monitor shareholder services to ensure up-to-date processing of subscriptions and redemptions, with timely completion of KYC/AML checks.

TIME RECORDING:

  • Accurately record chargeable time and value of service using Maconomy, ensure effective monitoring of transactions, handle pricing, invoicing and collection of outstanding fees for the portfolio of clients.
  • Monitor own productivity and chargeability on a weekly basis and review productivity and performance against targets to ensure that individual financial targets and client communication KPIs are met.
  • Follow a disciplined approach to submitting timesheets for client work and meet the weekly and monthly time/chargeability targets.

OTHER DUTIES

  • Undertake the role of director, trustee, nominee, manager, partner, secretary, authorized signatory or any related position in internal entities or client entities of Amicorp Group, where necessary and required by the Management. Act as funds’ director, compliance officer and/or company secretary, as necessary.
  • Undertake such other duties, related to the position, as may from time to time be agreed with Management.
Qualifications, Skills, and Experience
  • Relevant Bachelor’s degree in Legal or Business Administration. CFA / CAIA qualified or part qualified (preferred but not a must).
  • At least 4-6 years’ work experience in setup support for Regulated license in DIFC/ADGM category 3C and/or 4 license applications, a good understanding of the daily operations of fund service provider including governance, compliance, NAV calculation and transfer agency function.
  • Deep understanding, technical knowledge, regulatory expertise, Licensing process, compliance requirements, basic risk management and governance experience.
  • Should have basic financial and business acumen and have some experience in preparing business plans and financial modelling.
  • Experience communicating with the regulators frequently on license application, Category 3C and 4 formation and setup, fund services, strong interpersonal skills, and the ability to provide tailored solutions to meet clients’ fund service needs.
  • Knowledge of regional fund types and asset classes.
  • Good understanding of local market Fund regulations. Knowledge of PFX Paxus would be an advantage.
  • Excellent organizational, interpersonal and communication skills, preferable in regional languages.
  • Exceptional client-facing skills. Well-developed spoken and written communication skills and the ability to tailor style to relevant audiences, and successfully liaise with people at different levels. Excellent English language fluency; additional languages preferred.
  • Strong analytical and problem-solving skills, solution-driven, highly organized and detail-oriented with good decision-making and time management skills. Independent, hands-on and takes accountability to deliver solutions and results.
  • Ability to adapt and work in a smaller, dynamic local team environment with tight deadlines; along with being part of a bigger matrix organization. Proven team player skills, with ambition to excel in the role and grow into fund organization and structuring.
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Head of Client Relationship Management

Dubai, Dubai eFinancialCareers

Posted today

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Job Description

We are seeking an experienced and dynamic Head of Relationship Management to be responsible for managing a portfolio of processing clients to achieve revenue, client satisfaction, and other targets. This role includes P&L responsibilities, managing budgets, forecasting, and financial planning for the UAE market. The main duties include being the primary liaison between customers and the Company, increasing customer loyalty and satisfaction, coordinating with the companies' resources to resolve issues, and ensuring customer needs are addressed in a timely manner

Key Responsibilities :

  • Existing Portfolio of Clients :
  • Strategic Relationship Management : Oversee and manage the portfolio of clients using advanced relationship management techniques to ensure long-term client retention and satisfaction.
  • Stakeholder Engagement : Develop and nurture high-level relationships with key stakeholders in client organizations, including C-suite executives.
  • Voice of the Customer : Act as the primary advocate for clients within the organization, ensuring responsiveness to client needs and achievement of SLAs and other service standards.
  • Revenue Growth : Drive cross-selling of products and services to increase revenues and identify new product needs and opportunities to enhance client offerings.
  • Deliver Results :
  • Revenue and Volume Targets : Achieve and exceed revenue and volume targets from clients, ensuring financial performance aligns with organizational goals.
  • Client Satisfaction : Deliver exceptional client satisfaction ratings through proactive issue resolution and continuous improvement of service delivery.
  • Financial Oversight : Oversee financial performance, profitability, and cost management for the UAE market, ensuring alignment with budgetary goals and financial forecasts.
  • Strategic Planning and Market Expansion :
  • Strategic Initiatives : Develop and implement strategic plans to drive business growth and market share in the UAE , aligning with overall corporate strategy.
  • Market Expansion : Lead initiatives to expand market presence, identify new business opportunities, and drive innovation in client solutions.
  • Support the Team :
  • Leadership and Reporting : Provide comprehensive daily, weekly, and monthly reporting as required to the Head of Processing, ensuring transparency and accountability.
  • Team Support : Back up and support team members, including during periods of leave, and provide leadership and guidance to ensure team success.

Education / Certifications :

  • Bachelor's degree in Banking and Finance or equivalent.

Knowledge / Skills / Attributes :

  • Proven ability to achieve revenue targets from assigned accounts and consistently meet deadlines.
  • Comprehensive understanding of company business processes, products, and services, along with reasonable knowledge of Visa and MasterCard regulations and offerings.
  • Strong grasp of the payment industry, with a focus on current trends and future developments.
  • Capable of working effectively both independently and as part of a team.
  • Highly presentable with exceptional presentation skills, able to convey complex information clearly and persuasively.
  • Adept at interacting with customers at all organizational levels, fostering strong relationships and trust.
  • Skilled in resolving customer issues by collaborating with internal teams like CSE and delivery management and leveraging company resources.
  • Proven ability to manage customer expectations and maintain high levels of customer satisfaction.
  • Innovative mindset with the ability to develop new working methods and contribute to optimizing company performance.
  • Strong sales and commercial acumen, with the ability to identify and capitalize on cross ell / up sell business opportunities

Head Of Relationship
• Dubai, United Arab Emirates

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