Financial Services Representative jobs in United States

ADIB - Abu Dhabi Islamic Bank, Dubai, United Arab Emirates

Role: Portfolio Relationship Manager - Priority Banking Division: Retail Banking

1. Client/Business Acquisition: Generate new business through marketing activities, contacts at the gold center, and existing networks. Acquire new to bank customers and identify potential expansion locations.
2. Channels Cooperation: Collaborate across channels to enhance service delivery and sales opportunities.
3. Management of Service Delivery: Maintain high service standards remotely, monitor customer satisfaction, and involve personally in complaint resolution, account closures, and inquiries.
4. Control and Risk Mitigation: Evaluate clients' risk profiles, make referrals based on customer needs, and ensure compliance with policies and procedures. Review credit applications and identify error trends to improve processes.

• University degree or recognized professional certificate.
• Minimum of three years' experience in financial analysis, markets, investment, wealth management, or financial planning.
• Detailed knowledge of ADIB's Retail Banking products & services.
• Experience in sales, product development, or wealth advisory for priority banking clients/retail HNIs.
• Knowledge of UAE banking practices, regulations, and risks.
• UAE Financial Rules & Regulations Certification.
• International Certificate in Wealth and Investment Management (Level 3).
• Leadership experience managing a team of professionals.
• Strong training, presentation, and computer skills.