Apply for the post of Senior Manager Jobs. The Senior Manager Jobs are As a member of a team of private bankers who are focused on one or more target segments, the Middle Office manager is responsible for supporting one or more Senior Private Banker(s), Directors, and Investment team members in developing, managing, and retaining client relationships with high-net-worth individuals and related institutions.
The operational capabilities of the existing accounts, also known as static data, are the responsibility of the Middle Office manager. actively contributing to the growth of the client’s relationships to their fullest potential for business.
Prepare credit applications for clients’ financing facilities and submit them to the appropriate departments for approval. Co-ordinate all client visits to ensure that proper logistics and pertinent information, such as loan applications, missing KYC, meeting room or driver booking, etc., are available. Perform the annual facility review.
Keep an accurate record of all client contact information in the corporate database to provide both current and historical client information.
Handle and process transactions involving securities, deposits, and payments in a timely manner. If there are any questions, you should contact the internal departments directly to ensure a smooth and quick turnaround on the transactions.
Collaborating with internal subject matter experts, such as Treasury & Investments and Private Banking product specialists, to evaluate business, financial, and economic risks and opportunities, including the introduction of new products and maximizing cross-selling potential to clients. As required, provide statements and valuations of investments.
Senior Manager Jobs RESPONSIBILITIES:
Creating and maintaining folders and supporting documents for all transactions; managing internal and external closings while filling in gaps of missing information; coordinating with all internal and external stakeholders; ensuring investments are generating income based on financial models; collating reports from operators and comparing with financial models;
placing subscription agreements on the client side while covering all details. US transactions – cross-check all documentation. Maintain SVP accounts and board resolutions related to those accounts. Maintain an ongoing awareness and consideration of AML “Red Flags” of suspicious activity to determine when it is appropriate to raise a suspicious activity report with the Money Laundering Reporting Officer. Raise “Red Flags” if there are discrepancies. Sit between the front office and back office while supporting both sides.
Coordinate with the Investments, Legal, and Operations teams to ensure that all transactions follow the correct workflow and documentation. Respond to client complaints and inquiries, including escalating more involved investigations.
Manage account opening documentation and the client due diligence review (KYC) process, ensuring that deadlines are met. Daily monitoring and review of client accounts.
In order to fully support the client, communication with external vendors like real estate firms, wealth managers, and related parties
Comply with organisational policy and procedure requirements while contributing to IMS’s ongoing improvement.
Senior Manager Jobs Details:
|Jobs Location:||Doha, Qatar|
|Required Qualifications:||Bachelors, Masters|
|Job function:||Education and Training|
|Employment Type:||Full time|
Senior Manager Jobs Minimum Experience & Essential Knowledge:
- 8 years’ experience in Wealth Management within Client Service role (For Senior Manager)
Senior Manager Jobs Qualifications:
An economics bachelor’s degree or an MBA, preferably with a CPA or CA, are preferred.
Essential Skills: Non-technical and technical (related to the job):
Strong verbal and written communication skills and a willingness to interact with clients on a daily basis, whether by phone, email, or in person. Solid understanding of banking practices and the regulations that go along with them.
- Perform under pressure and adhere to strict deadlines
- An entrepreneurial spirit
- Business acumen Management of Relationships Ethics in Action
- Commitment and effectiveness of the organization Critical Analysis and Problem-Solving Honesty,
- Transparency, and Communication Customer-First Approach.
How to Apply For Senior Manager Jobs 2023?
- Applications can be submitted online at the official website by candidates who meet the aforementioned requirements.for the
- The selection process will only take into account applications that have been submitted online at Click Here,
- After the deadline, no applications will be considered.
- Only shortlisted candidates will be contacted for an interview.