Wealth Specialist – SME Banking & Bancassurance

First Abu Dhabi Bank; Dubai; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial institution in Dubai is looking for a Wealth Specialist to engage with Sales teams and develop the Wealth & Bancassurance proposition. Ideal candidates will have over 5 years of experience in Wealth Management for SME customers, strong communication skills, and the ability to build customer profiles. This role is integral to growing the bank's sales pipeline and enhancing customer interactions.

Qualifications

• Minimum 5 years of experience in Wealth Management for SME customers in the UAE.
• Excellent communication in Arabic and English.
• Possession of personal transportation required.

Responsibilities

• Engage with Sales & Coverage teams to drive product penetration.
• Maintain customer relationships and provide ongoing product updates.
• Conduct regular sales pipeline and portfolio reviews.

Skills

Wealth Management experience

Multi-lingual communication

Customer profiling

Lead generation

Education

CII Level 3 certification

CISI AWB certification

Job description

A leading financial institution in Dubai is looking for a Wealth Specialist to engage with Sales teams and develop the Wealth & Bancassurance proposition. Ideal candidates will have over 5 years of experience in Wealth Management for SME customers, strong communication skills, and the ability to build customer profiles. This role is integral to growing the bank's sales pipeline and enhancing customer interactions.