Client Relations Officer

NBK Wealth is a world-class wealth management group and part of the NBK Group - one of the Middle East's largest financial institutions. We offer holistic solutions that aim to protect and grow our client's wealth and strive towards having a positive impact and building legacies for our clients and generations to come. We follow a holistic client-centric approach to deeply understand our clients’ needs to offer the best solutions. NBK Wealth is recruiting for a Client Relations Officer for its Client Relations team in Kuwait. Role Summary:

Act as level 1 initiator for client onboarding and updating client due diligence information. Receive, follow up and resolve queries received by email, phone, or written communication. Responsibilities: Guide new clients on the process to open an account with NBK Wealth, provide correspondent documentation based on requested service. Provide clear list of document requirement that accompany account opening procedure. Follow up and ensure client understand all requirements to proceed on his/her account opening. Answer phone calls, emails and email requests for information or clarification of problems or missing information with accounts. Receive complete account opening kit with KYC documents.

Review documents in coordination with team leader and compliance to be in line with regulatory and internal client due diligence procedures. Seek internal approvals. Effective communication with clients, listening to their concerns, and solving problems. Identify customers’ needs, clarify information, research every issue, and provide solutions. Communicate efficiently with IT and Operation group to raise system issues, apply/remove restrictions, update client status to always ensure client records in good standing physically and as reported on the electronic system. Update client status and advise on procedures (new or existing) to resolve recurrent client related issues.

Participate in ongoing improvement projects as directed by head of department. Respond to client inquiries professionally. Maintain accurate records of client interactions and onboarding status. Qualifications & Requirements: Bachelor’s degree in Business Administration, MIS, Marketing, Legal/paralegal, Public Administration or related majors. Minimum 3 years of relevant work experience with a financial institution. Knowledge in financial markets’ products and offerings regional and international (Listed equities, Funds, OTC, Fixed income instruments etc. ). Knowledge in investment account opening procedures, Know You Customer, and related requirements. Knowledge of MS Office programs. Good client service approach and follow-up.

Ability to understand electronic system supporting client records, ability to highlight flaws/weaknesses in system and suggest improvements. Good attention for details. Excellent organizational skills. Effective verbal & written communication skills and listening skills. Strong telephone etiquette. Good time management skills including ability to multi-task, work under pressure, meet deadlines. Detailed orientedGood teamwork skills. Fluent in English and Arabic. Only applicants meeting the strict criteria outlined above will be contacted as part of the shortlisting process.