Marie Kristine S. Ruiz
Client Service Manager, E.A.M.
Indigo Tower, Dubailand Residences,Dubai
Summary
A highly resourceful, flexible, innovative, and enthusiastic individual who possesses a substantial amount of knowledge regarding private banking; wealth management operations and bank procedures. A quick learner who can absorb new ideas and is experienced in coordinating, planning and organizing a wide range of bank operational activities. Well organized and an excellent team player with a proven ability to work proactively in a complex and busy office environment.
Overview
22
22
years of professional experience
9
9
years of post-secondary education
1
1
Certification
Work History
Client Service Manager
Wealthbrix Capital Partners Limited
08.2025 - Current
- Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions, and alternatives within appropriate timeframes and followed up to achieve resolution.
- Streamlined internal processes for improved efficiency in handling client requests and managing daily operations.
- Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
Assistant Relationship Manager, Private Banking
EmiratesNBD
10.2019 - 08.2025
- Assist Relationship Managers with client bank accounts; including account opening documentation and forms; annual reviews; and overseeing transactions.
- Assisting with compliance and regulatory approvals. This involves collecting and vetting client KYC documents like ID proof, net worth statements and whatever else is required as per local law.
- Utilize primary contact for client transactions handling, respond to and resolve routine client inquiries along with service issues.
- Arranging transfers, placement of fixed deposits and entering of trade orders such as equities, fix income, mutual funds, and structured products.
- Act as a flow trader that executes trades on behalf of the bank’s clients.
Processing Specialist - Wealth Management
EmiratesNBD
Dubai
03.2010 - 09.2019
- Generate daily reports such as MIS; US Commodity Futures Trading Commission and CME Group re-portable limits are accounted.
- In charge in monthly revenue reports; update dashboards, product fact sheets, and quarterly reporting to UAE Securities and Commodity Authority.
- Process trade orders received from Private Banking, Retail and London branch.
- Trade order creation and execution for bonds, funds and structured product and banacassurance.
- Ensures all trades straight through processed and those requiring manual intervention are properly accounted for in the accounting system.
- Reconcile trades entered into order management systems to trades received by trade processing system.
- Review trade issue reports to ensure trade price deviations are researched and resolved with appropriate parties.
Outbound Telesales Agent
EmiratesNBD, Call Center
07.2007 - 02.2010
- Mastered product knowledge to confidently address customer inquiries while positioning the company''s offerings as an ideal solution for their needs.
- Boosted sales revenue by consistently meeting and exceeding monthly targets with efficient telesales strategies.
Sales and Marketing Assistant
ACW Holdings
04.2006 - 05.2007
- Streamlined internal processes by automating repetitive tasks using CRM software tools, boosting efficiency and productivity levels.
- Enhanced client relationships through regular communication, addressing concerns, and providing prompt solutions.
Customer Service Supervisor
Sykes Asia, Philippines
03.2004 - 03.2006
- Managed escalated calls with diplomacy, successfully deescalating situations while ensuring satisfactory resolutions for both parties involved.
Education
MBA -
University of The City of Manila
06.2001 - 10.2004
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Sta. Isabel College
06.1995 - 10.2000
Skills
Adaptability
Account Management
Cross-functional Coordination
Business Services Support
Problem-Solving
Software
Certification
CISI - International Securities and Investment
Timeline
Client Service Manager
Wealthbrix Capital Partners Limited
08.2025 - Current
Assistant Relationship Manager, Private Banking
EmiratesNBD
10.2019 - 08.2025
CISI - International Securities and Investment
12-2017
Processing Specialist - Wealth Management
EmiratesNBD
03.2010 - 09.2019
Outbound Telesales Agent
EmiratesNBD, Call Center
07.2007 - 02.2010
Sales and Marketing Assistant
ACW Holdings
04.2006 - 05.2007
Customer Service Supervisor
Sykes Asia, Philippines
03.2004 - 03.2006
MBA -
University of The City of Manila
06.2001 - 10.2004
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Sta. Isabel College
06.1995 - 10.2000