Senior Specialist - Wealth Management

Abu Dhabi Commercial Bank (ADCB); United Arab Emirates; On-site; AED 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a Senior Specialist in Wealth Management to drive asset growth and enhance client relationships. This role involves assessing customer needs, developing product strategies, and providing expert advice on financial solutions. The ideal candidate will have a strong background in financial services, with at least five years of experience, and possess relevant qualifications such as an MBA or CFA. Join a dynamic team where your expertise will contribute significantly to our wealth management initiatives and client satisfaction.

Qualifications

• 5+ years in financial services, including banking and investment/insurance sales.
• Certifications such as CFA, Financial Planning, FRM, ICA, or similar.

Responsibilities

• Assess customer needs and assist in defining communication strategies.
• Provide advice to clients and manage complaints regarding wealth management solutions.
• Contribute to and monitor the business area's budget and performance.

Skills

Mutual Funds

Exchange Traded Funds

Education

MBA/PG Diploma in Business Management

Chartered Accountant (CA)

Bachelor's Degree

Job description

Any Graduation(), MBA/PG Diploma in Business Management (Finance), Chartered Accountant (CA)

Nationality

Any Nationality

Vacancy

1 Vacancy

Job Location

United Arab Emirates

Experience

5 to 15 years

Qualifications

MBA / Management Post Graduates; CA / CS / CFA / All Professional Finance Degrees

Job Function

Skillset

Mutual Funds, Exchange Traded Funds

Preferred Jobseekers

Jobseekers from any GCC country

Key Responsibilities

1. Asset Growth/Portfolio Management: Assess customer needs and assist in defining communication strategies, identify business growth opportunities, review leverage cases, approve transactions over US$ 300K, oversee leverage requests, and review early sales of securities involving large losses to support wealth management customer value propositions.
2. Proposition/Product Development: Act as the voice of the client to assist product managers in developing long-term strategies and product offerings for wealth management.
3. External Advisory Services: Provide advice to clients, manage complaints, and ensure clients understand wealth management solutions to minimize concerns.
4. Budget Management: Contribute to and monitor the business area's budget, identify performance issues, and capitalize on improvement opportunities.
5. Internal Advice and Guidance: Serve as a subject matter expert, provide training to relationship managers, and enhance the quality of the investment book.
6. Policies, Processes, Systems, and Procedures: Ensure adherence to organizational policies and procedures to maintain service standards.
7. Self-Management: Manage personal performance in line with bank policies to maximize contribution.
8. Customer Service: Deliver high standards of service in all customer interactions, demonstrating the bank's service standards.

Ideal Candidate Experience

1. At least 5 years in financial services, including banking and investment/insurance sales.
2. Bachelor's Degree in a relevant field.
3. Certifications such as CFA, Financial Planning, FRM, ICA, or similar.
4. Knowledge of sales, financial products, and financial markets, including Mutual Funds, ETFs, Bonds.

Company Industry

• Banking
• Broking

Department / Functional Area

• Finance
• Treasury

Keywords

• Senior Specialist - Wealth Management

Disclaimer: Naukrigulf.com is only a platform to bring jobseekers & employers together. Applicants are advised to research the bonafides of the prospective employer independently. We do NOT endorse any requests for money payments and strictly advise against sharing personal or bank-related information. For security tips, please visit our Security Advice page. If you suspect fraud or malpractice, email us at [e-mail].