Banking Advisor

Info Resume Edge; Dubai; On-site; AED 80,000 - 120,000; Full time

Job summary

A financial services firm in Dubai is seeking a Banking Advisor to provide tailored financial guidance and exceptional customer service. You will help clients achieve their financial goals by offering banking advice and managing accounts. The ideal candidate should have 13 years of retail banking experience and strong interpersonal skills. Certification in financial advising is a plus, and a collaborative team spirit is essential.

Qualifications

• High school diploma or equivalent; bachelor's preferred.
• 13 years of experience in retail banking required.
• Strong understanding of banking products and regulations.
• Excellent interpersonal and communication skills.

Responsibilities

• Greet clients and assess their financial needs.
• Recommend appropriate banking products and services.
• Open, update and maintain client accounts.
• Provide support for banking transactions and client inquiries.

Skills

Customer service skills

Interpersonal communication

Knowledge of banking products

Sales experience

Education

High school diploma

Bachelor's degree in finance or business

Tools

Banking systems

Microsoft Office

Job description

As a Banking Advisor you will be the first point of contact for our clients providing tailored financial guidance and exceptional customer service. You will help clients achieve their financial goals by offering advice on banking products opening and managing accounts and identifying opportunities to deepen client relationships through proactive recommendations.

Key Responsibilities

• Greet clients and assess their financial needs through meaningful conversations.
• Recommend appropriate banking products and services such as savings accounts, credit cards, personal loans and investment options.
• Open, update and maintain client accounts in compliance with internal policies and regulatory requirements.
• Provide support for day-to-day banking transactions and resolve client inquiries in a timely courteous manner.
• Identify and refer opportunities for more specialized services (e.g., mortgages, wealth management).
• Ensure all client interactions are compliant with security and risk management standards.
• Collaborate with other team members to achieve branch goals and sales targets.

Requirements

• High school diploma or equivalent (bachelor's degree in finance, business or a related field preferred).
• 13 years of experience in retail banking customer service or sales.
• Strong understanding of banking products, services and regulations.
• Excellent interpersonal and communication skills.
• Ability to work independently and in a team-oriented environment.
• Proficient in using banking systems and Microsoft Office tools.
• High level of integrity and professionalism.

Preferred Qualifications

• Certification in financial advising (e.g., CFP, CSC) is an asset.
• Experience in cross-selling or upselling financial products.
• Multilingual abilities are a plus especially in languages commonly spoken in the local community.