Wealth Platform Adoption Expert

ADIB Group; Abu Dhabi; On-site; AED 60,000 - 120,000; Full time

Job summary

ADIB Group in Abu Dhabi is seeking a Wealth Adoption Specialist to drive awareness, activation and adoption of Wealth products and digital platforms. You will handle outbound engagement, offer guidance on digital journeys, and support customer inquiries with a strong emphasis on service quality.

The role requires 6 months of related experience in customer service or telesales within banking/digital-product support, and the ability to track activity and outcomes using approved systems.

Qualifications

• Minimum 6 months of relevant experience in customer service, telesales, contact centre, banking, investments or digital-product support.
• Experience handling customer inquiries, complaints, follow-up activities and sales or adoption campaigns is preferred.
• Ability to explain digital journeys and product information clearly using approved materials.
• Strong customer-service and interpersonal skills.

Responsibilities

• Conduct outbound customer engagement and telesales activities across the approved Wealth product suite to support awareness activation adoption and funded investment opportunities.
• Explain product features, digital journeys and onboarding requirements using approved scripts, product materials and eligibility guidelines without providing investment advice or making suitability decisions.
• Record, classify and follow up customer inquiries, complaints, feedback, leads and call outcomes in the approved systems ensuring complete and accurate information capture.
• Follow up interested customers and pending opportunities in line with agreed contact plans, service standards and campaign priorities.
• Monitor customer responses, objections, recurring issues and reasons for non-adoption; consolidate insights and recommend opportunities to improve products, platforms, journeys and communications.
• Prepare accurate activity and outcome updates covering calls, customer responses, lead status, adoption conversions, inquiries, complaints and key customer insights.

Skills

Customer-service skills

Telesales / outbound calls

Explain digital journeys

Data capture & reporting

Data privacy & confidentiality

Organized & target-driven

Tools

CRM systems

Job description

ADIB Group in Abu Dhabi is seeking a Wealth Adoption Specialist to drive awareness, activation and adoption of Wealth products and digital platforms. You will handle outbound engagement, offer guidance on digital journeys, and support customer inquiries with a strong emphasis on service quality.

The role requires 6 months of related experience in customer service or telesales within banking/digital-product support, and the ability to track activity and outcomes using approved systems.