Virtual Wealth Advisor: Outbound Relationship Manager

Standard Chartered; Dubai; Hybrid; AED 300,000 - 520,000; Full time

Benefits offered by this job

Competitive salary and benefits

Retirement savings, medical and life保险

Parental leave and generous annual休假

Flexible working options

Wellbeing support and learning & dev

Job summary

Standard Chartered in Dubai seeks an Outbound Virtual RM (Individual Contributor) to deepen relationships with local and premium clients through proactive outbound engagement. You will deliver wealth and product advisory, drive sales activity, and generate leads while upholding high standards of conduct and regulatory compliance.

Responsibilities include client product advisory, digital-enabled selling, and maintaining accurate activity records.

Qualifications

• Proven experience in outbound brand and/or telesales with exposure to general banking, retail operations, lending products, and audit requirements.
• Demonstrable client servicing / client relationship management track record within a regulated environment.
• Demonstrable experience of working in a deadline and KPI-driven organisation

Responsibilities

• Deliver a high-quality client service by handling client queries on product sign-ups and providing additional information on products and promotion sign-up processes.
• Support the function’s digital enablement by monitoring automated services within wealth/product advisory and updates, including personalised financial and wealth planning, investment and product discovery and education, loyalty, rewards, and product promotion awareness.
• Ensure operational efficiency and issue resolution by promptly redirecting specialised queries to specialists, RMs or branches where required, in service of enhancing the client experience.
• Convert inbound or prior service interactions into outbound engagement opportunities by pitching financial solutions based on clients’ financial needs.
• Redirect clients to relevant licensed channels for further processing and sales conversions, for those countries with regulatory restrictions.

Skills

Digital, AI literacy

Product knowledge

Process knowledge

Risk & compliance

Banking processes

Communication

Opportunity identification

Sales proposals & presentations

Industry knowledge – financialservices

Accountability

Critical thinking & problem-solving

Learning agility

Relationship building

Resilience & adaptability

Job description

Standard Chartered in Dubai seeks an Outbound Virtual RM (Individual Contributor) to deepen relationships with local and premium clients through proactive outbound engagement. You will deliver wealth and product advisory, drive sales activity, and generate leads while upholding high standards of conduct and regulatory compliance.

Responsibilities include client product advisory, digital-enabled selling, and maintaining accurate activity records.