WM Advisory Manager – Deira

Emirates Islamic Bank; United Arab Emirates; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading Islamic financial institution in the UAE seeks a candidate to manage and promote investment and Takaful products. Responsibilities include training Relationship Managers, driving revenue growth, and ensuring compliance in sales processes. Ideal candidates should have a Bachelor's degree in Finance, CFA certification, and at least 5 years of relevant experience. Competitive salary and emphasis on work-life balance are offered.

Benefits

Competitive salary package

Strong work-life balance

World-class Learning & Development platform

Generous annual leave

Private Healthcare

Qualifications

• 5+ years of similar experience in banks or wealth management institutions.
• Experience as wealth manager for at least 3 years.
• Experience in investment product management of at least 3 years.

Responsibilities

• Work closely with Relationship Managers to promote investment and Takaful products.
• Drive initiatives to increase investment and Takaful revenues.
• Train Relationship Managers on investment and Takaful products.

Skills

Finance knowledge

Client relationship management

Investment product management

Sales process expertise

Team leadership

Education

Bachelor’s degree in Finance

CFA certification

CISI Certification / Other Certifications

Job description

Job Responsibility

• Work closely with a group of Relationship Managers to manage and promote investment and Takaful products (primary function)
• Manage alongside the Relationship Managers client profiling, sales process for investment and Takaful products
• Training of Relationship Managers on selling and portfolio management for investments and Takaful
• Liaise with internal stakeholders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
• Provide support during initiatives aimed to cross‑sell initiatives to increase investment and Takaful product penetrations within Priority Banking

1. Investment Products revenue growth and penetration increase

• Drive initiatives to increase investment revenues and penetration in priority banking customers
• Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios

2. Takaful Products revenue growth and penetration increase

• Drive initiatives to increase Takaful revenues and penetration in priority banking customers
• Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios

3. Training of RMs and on‑job coaching

• Train all the RMs on investment and Takaful products
• On‑the‑job coaching of RMs for investments and Takaful products

4. Compliance and Prevention of Miss‑selling

• Ensure compliance to mentioned policies during investment and Takaful sales process and ensure minimal miss‑selling
• Training of RMs on compliance and risks
• Ensure monitoring when required

5. Efficient team oversight and development

• Oversee team activity, drive revenue, ensure highest quality standards are maintained
• Allocate sub‑targets and assist segment to achieve their budgets
• Ensure continuous professional (hard and soft skill) development of team members

6. Product and platform development

• Work closely with product team and various other stakeholders to ensure smooth delivery of investment products
• Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and platform

Job Skills & Qualifications

• Bachelor’s degree in Finance
• CFA certification
• CISI Certification / Other Certifications
• 5+ years of similar experience in other banks or wealth management institutions
• Experience as wealth manager for at least 3 years
• Experience in investment product management of at least 3 years
• Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME

What we offer you

• Competitive salary package
• Strong emphasis on work‑life balance and wellbeing across the bank
• World‑class Learning & Development platform and career development
• Generous annual leave entitlement and Private Healthcare
• Preferential banking facilities for employees