Customer Service Executive in Wealth Management in a Major UAE-Based Bank (Several Positions) -[...]

S.P.S People FZE; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A major UAE bank is looking for Customer Service Executives in Dubai. Candidates should have a Bachelor's degree and 1-2 years of experience in customer service within banking. The role involves interacting with high-net-worth clients, managing transactions, and promoting banking products. Strong communication and interpersonal skills are essential. This position is exclusively for UAE nationals.

Benefits

Competitive compensation package

Qualifications

• Minimum 1-2 years of experience in a customer-facing role within banking or financial services in the UAE.
• Good verbal and written communication skills; fluency in English is advantageous.
• Understanding of retail banking products and services.

Responsibilities

• Interact with HNW and UHNW customers professionally; manage inquiries and transactions.
• Identify customer needs; cross-sell relevant banking products.
• Adhere strictly to bank policies and ensure compliance.

Skills

Communication

Interpersonal Skills

Problem-Solving

Sales Acumen

Technical and Digital Products Proficiency

Education

Bachelor's Degree in Business Administration, Finance, Economics or related field

Tools

Microsoft Office Suite

Job description

Our client a major UAE-based bank is looking for UAE nationals with experience in customer service and experience in the banking and financial services industries for permanent roles of Customer Service Executives and Senior Customer Service Executives to join their wealth management team in Dubai United Arab Emirates. There are several positions available.
Our client is committed to growth and development of UAE national talent all these positions are for UAE nationals only.
The Customer Service Executive (CSE) is the primary ambassador of the bank in their wealth management activities responsible for delivering an exceptional and seamless banking experience to its valued High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. The CSE will serve as the first point of contact for majority of customer inquiries transactions and service requests. This role is crucial in building and maintaining strong customer relationships ensuring satisfaction and loyalty and contributing to the banks overall success by identifying opportunities to promote the banks diverse portfolio of wealth products and services.
Key Responsibilities and Duties of a Customer Service Executive
A. Customer Service and Relationship Management:

• Interact with HNW and UHNW customers in a professional and courteous manner - support customers in all stages of their banking journey and experience;
  

• Listen attentively to customer needs and inquiries providing accurate and timely information regarding banking wealth products services and policies;
  

• Process a wide range of financial transactions efficiently and accurately including deposits investments withdrawals fund transfers cheque processing and bill payments;
  

• Handle customer complaints and issues with empathy and professionalism aiming for first-contact resolution. Escalate more complex issues to the appropriate teams while maintaining ownership of the customer case;
  

• Assist customers with account-related services such as opening new accounts processing account modifications issuing statements and handling account closures;
  

• Educate and guide customers on the use of the banks digital channels including Online Banking Mobile App and ATMs to promote self-service and enhance their convenience.
  

B. Business Development:

• Proactively identify customer needs and financial goals to recommend and cross-sell relevant banking products and services;
  

• Achieve individual and team targets for referrals and customer satisfaction KPIs and metrics;
  

• Actively participate in sales campaigns and promotional activities.
  

C. Operations and Compliance:

• Adhere strictly to all bank policies operational procedures and service standards minimize operational risks;
  

• Ensure full compliance with the regulations set by the bank and the Central Bank of the UAE including Anti-Money Laundering (AML) and Know Your Customer (KYC) guidelines;
  

• Perform due diligence for all new and existing customer transactions and account openings;
  

• Maintain accurate records of all customer interactions transactions and service requests.
  

RequirementsQualifications and Experience of a Successful Candidate:

• Education: Bachelors Degree in Business Administration Finance Economics or a related field is required;
  

• Experience: A minimum of 1-2 years of experience in a customer-facing or a customer service role within the banking or financial services industry in the UAE;
  

• Knowledge: Basic understanding of retail banking products services and operational procedures. Familiarity with the UAEs financial landscape and regulatory environment is an advantage.
  

Required Skills and Competencies of a Successful Candidate:

• Communication: Good verbal and written communication skills. Fluency in English is an advantage.
  

• Interpersonal Skills: Strong ability to build rapport with a diverse multicultural customer base. Must be patient empathetic and customer-centric;
  

• Problem-Solving: Strong analytical and problem-solving skills with the ability to handle challenging situations calmly and effectively;
  

• Sales Acumen: A proactive results-oriented mindset with a natural ability to identify sales opportunities;
  

• Technical and Digital Products Proficiency: Proficient in Microsoft Office Suite;
  

• Personal Attributes: Professional demeanor and appearance high level of integrity and ethical standards strong attention to detail and the ability to work effectively in a fast-paced environment.
  

BenefitsA competitive compensation package shall be discussed with the shortlisted candidates.