Virtual Outbound Wealth Relationship Advisor

Standard Chartered; Dubai; On-site; AED 120,000 - 180,000; Full time

Job summary

Standard Chartered is seeking a Virtual Outbound Relationship Manager to serve local and premium clients with tailored wealth advisory, product updates, and proactive sales activities. You will drive revenue while ensuring regulatory compliance and exceptional customer experience in a fast-paced, digitally enabled environment.

You will identify client needs, propose suitable financial solutions, and nurture quality leads, collaborating with specialists and leveraging CRM tools to enhance

Qualifications

• Minimum of 2 years’ relevant experience required.
• Bachelor's degree in a relevant field.

Responsibilities

• Provide clients with comprehensive information about product features and onboarding procedures.
• Monitor and support digital channels for wealth management and promotional offers to deliver personalised assistance.
• Triage inquiries and refer complex cases to appropriate specialists to maintain prompt resolution.

Skills

Digital literacy

Product knowledge

Regulatory awareness

Communication

Lead generation

Industry insight

Relationship building

Learning agility

Adaptability

Problem solving

Education

Bachelor's degree in a relevant field

Tools

CRM systems

AI tools

Job description

Standard Chartered is seeking a Virtual Outbound Relationship Manager to serve local and premium clients with tailored wealth advisory, product updates, and proactive sales activities. You will drive revenue while ensuring regulatory compliance and exceptional customer experience in a fast-paced, digitally enabled environment.

You will identify client needs, propose suitable financial solutions, and nurture quality leads, collaborating with specialists and leveraging CRM tools to enhance