Shariah Wealth Advisor for Priority Banking

Emirates Islamic; Dubai; On-site; AED 300,000 - 550,000; Full time

Job summary

Emirates Islamic Wealth Management is seeking a seasoned professional to drive investment and Takaful revenue growth while managing high-net-worth client relationships. The role involves tailoring investment and Takaful proposals to individual needs and mentoring Relationship Managers on product offerings and sales best practices.

Ideal candidates have 5+ years in banking/wealth management, strong knowledge of investment products and advisory processes, and proven leadership and communication

Qualifications

• Minimum 5 years of banking or wealth management experience.
• At least 3 years in wealth management and investment product management.
• Strong knowledge of investment products, financial markets, portfolio management and investment advisory processes.
• Excellent financial analysis, business judgement, problem-solving and decision-making skills.
• Proven ability to drive sales performance and manage targets.
• Strong leadership, coaching, communication and stakeholder management skills.
• Ability to multitask, work under pressure and adapt to changing business requirements.

Responsibilities

• Drive investment and Takaful revenue growth by identifying opportunities, increasing product penetration and developing tailored solutions for Priority Banking customers.
• Manage client relationships, conduct customer profiling and develop investment and Takaful proposals aligned with individual financial needs and portfolio objectives.
• Train and coach Relationship Managers on investment and Takaful products, sales practices and portfolio management.
• Ensure compliance with relevant policies and procedures, promote responsible sales practices and minimize mis-selling risks through regular monitoring and guidance.
• Oversee team performance, drive revenue targets, maintain quality standards and support the professional development of team members.
• Collaborate with Product Teams and key stakeholders to enhance investment products, platforms and profiling tools, while supporting product launches and sales process improvements.

Skills

Investment products knowledge

Financial markets

Portfolio management

Investment advisory processes

Leadership

Communication

Education

Bachelor's degree in finance

MBA or master's degree

CFA/CISI certifications preferred

Job description

Emirates Islamic Wealth Management is seeking a seasoned professional to drive investment and Takaful revenue growth while managing high-net-worth client relationships. The role involves tailoring investment and Takaful proposals to individual needs and mentoring Relationship Managers on product offerings and sales best practices.

Ideal candidates have 5+ years in banking/wealth management, strong knowledge of investment products and advisory processes, and proven leadership and communication