Client Service Executive – Middle East

About the role

The Client Service Executive supports Relationship Managers in delivering seamless service to Middle East and Saudi clients across wealth management and private banking. The role ensures accurate account administration, regulatory compliance and high‑quality client interactions.

Key responsibilities

• Act as the primary support partner to Relationship Managers for day‑to‑day client servicing activities.
• Manage and respond to client and RM requests related to account maintenance, documentation, balances, statements, products and services.
• Support new account openings by preparing and reviewing complete client documentation packs for onboarding.
• Coordinate with CLM, AFC, KYC, Onboarding and other control functions to ensure timely completion of client requirements.
• Monitor and resolve documentation deficiencies and regulatory requirements to support risk and compliance standards.
• Maintain high‑quality client records, call reports and documentation in line with internal policies and regulatory requirements.

Required profile

• Bachelor's degree (Master's degree is an advantage).
• Minimum 3 years' experience in Wealth Management, Private Banking, Account Management or Client Service/Sales Support roles.
• Strong understanding of client servicing, account administration and banking operations.
• Excellent client relationship and stakeholder management skills with a client‑centric mindset.
• Ability to manage multiple priorities, work independently and operate effectively in a fast‑paced environment.
• Fluency in English (written and spoken); Arabic is a strong advantage.

Required skills

• Proven ability to leverage AI tools to enhance productivity and optimise workflows.
• Strong communication and interpersonal skills.