Administration, NCT

Role Description

• Within PB, the client service team plays a constructive role in partnering with coverage in driving Key Business initiatives and RTB (Run the business) activities. Function ensures adherence to risk & control governance framework in line with Regulatory requirements / Internal policies /Audit standards; also involving front-to-back review of processes and scaling up of controls to address the gaps that are self-identified or highlighted by Regulators.
• The successful candidate will engage in comprehensive support activities for PB EM client services. This includes collating, preparing, and reviewing reports, as well as ensuring accurate submissions are verified and delivered promptly.

Your key responsibilities

• Managing travel bookings with our travel agent (BCD) for staff travelling on business
• DB Buyer raising invoices for payment e.g. stationary supply in office / legal fees etc
• DBlist recertification
• Accessio / ACL access raising / amending team accesses to ACLs
• WMES dbTiger / DbFlow / ABR / Pulse aligning teams across various applications
• DBsrs raising application accesses
• Liaise with IT / real estate services for any support needed by a team member
• Meeting minutes (IT meeting, corp security meeting, BRRM)
• Business Cards physical / digitalOrg chart / staff list update
• Expenses MDs / MHs
• Booking cars MDs / MHs
• Marketing events / client dinners etc
• Coordinate meetings / calendar management / access management - for senior management visiting the office
• Affixing digital signatures on client communication (e.g. DIFC retag letters)
• New hires confirmation to booking centers monthly
• New joiner assistance

Your skills and experience

• University graduates and candidates with a minimum of 2 years of relevant experience.
• Keen learner and quick adapters of change and good team player
• Self-initiative and to be able to manage and deliver with time bound activities
• Willing to learn and take on additional scope of work with training
• Good communication skills (oral and written) and interpersonal skills.
• Good understanding of Wealth Management products and services and regulatory environment.