Specialist- Wealth & Bancassurance
Full time @First Abu Dhabi Bank posted 1 week ago in Banking & Insurance Shortlist Email JobJob Detail
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Job ID 22069
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Career Level Others
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Experience 4 Years
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Industry Banking & Insurance
Job Description
Job Description Role Overview: The role of a Wealth Specialist is an important part of the overall Wealth & Bancassurance proposition within Business Banking. The role holder is responsible to engage with the Sales & Coverage teams to ensure deeper penetration of Wealth & Bancassurance products within the Business Banking customer base, by interacting with customers and generating new business opportunities for the bank. The customer s needs must be maintained as the basis for all proposed solutions and the ideal candidate must have a proven track record in the Wealth Management industry in terms of customer profiling, lead generation and fulfilment. Key Performance Metrics: This role is responsible for achieving the budgeted financials, while ensuring that all regulatory, compliance and legal requirements are met. The following is a breakdown of these responsibilities: Revenue: Achieve the set monthly budgets from new sales, by engaging customers and liaising with the assigned Sales & Coverage teams Ensure 100% activation of all assigned team members from the Sales & Coverage teams Maintain high quality sales with minimal leakage due to clawbacks or cancellations Consistent delivery of budgeted financials on quarterly basis Process: Adhere to all the sales guidelines set by the bank Participate and fulfill all regulatory requirements on training, certification and assessments as mandated from time to time People: Engage with the referral team members within the assigned Sales & Coverage teams regularly to build a sales pipeline Organize, liaise and execute regular product trainings for all assigned team members to build product awareness Participate in portfolio reviews to identify business opportunities Customer: Build an accurate customer profile using need analysis and in-depth fact-find, for every customer interaction to discuss relevant opportunities Engage with existing customers on an ongoing basis providing relevant product/portfolio updates and end-to-end fulfilment of all customer queries related to the proposition Qualifications The ideal candidate would be an experienced Wealth Management professional in the UAE who fulfils the below requirements: Experience in Wealth Management for SME customers in the UAE for 5 years A means of personal transportation CII Level 3 & CISI AWB certifications (CFA would be an advantage) Excellent multi-lingual communication skills (Arabic fluency is an added advantage; (English is a minimum requirement), Naukrigulf, First Abu Dhabi Bank
Required skills
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