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Customer Service Executive in Wealth Management in a Major UAE-Based Bank (Several Positions) -[...]

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AED 120,000 - 200,000
11 days ago
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Customer Service Executive in Wealth Management in a Major UAE-Based Bank (Several Positions) -[...]
S.P.S People FZE
Dubai
On-site
AED 120,000 - 200,000
Full time
11 days ago

Job summary

A major UAE-based bank is seeking Customer Service Executives for its wealth management team in Dubai. The ideal candidates are UAE nationals with 1-2 years of experience in customer service within the banking sector. Responsibilities include managing high-net-worth customer interactions, processing financial transactions, and maintaining compliance with banking regulations. The position offers competitive compensation, and applicants should have a Bachelor's degree in a relevant field.

Benefits

Competitive compensation package

Qualifications

  • Minimum of 1-2 years of experience in a customer-facing role within banking or financial services in the UAE.
  • Basic understanding of retail banking products and services.
  • Fluency in English is an advantage.

Responsibilities

  • Interact with HNW and UHNW customers professionally.
  • Process a wide range of financial transactions efficiently.
  • Adhere strictly to bank policies and regulations.
  • Identify customer needs and recommend appropriate banking products.

Skills

Verbal and written communication skills
Interpersonal skills
Analytical and problem-solving skills
Sales acumen
Proficiency in Microsoft Office Suite

Education

Bachelor’s Degree in Business Administration, Finance, Economics or related field
Job description

Our client a major UAE-based bank is looking for UAE nationals with experience in customer service and experience in the banking and financial services industries for permanent roles of Customer Service Executives and Senior Customer Service Executives to join their wealth management team in Dubai, United Arab Emirates. There are several positions available.

Our client is committed to growth and development of UAE national talent; all these positions are for UAE nationals only.

Key Responsibilities and Duties of a Customer Service Executive
A. Customer Service and Relationship Management
  • Interact with HNW and UHNW customers professionally and courteously, supporting them at all stages of their banking journey.
  • Listen attentively to customer needs and inquiries, providing accurate and timely information regarding banking wealth products, services and policies.
  • Process a wide range of financial transactions efficiently and accurately, including deposits, investments, withdrawals, fund transfers, cheque processing and bill payments.
  • Handle customer complaints and issues with empathy and professionalism, aiming for first‑contact resolution and escalating more complex issues to the appropriate teams while maintaining ownership of the customer case.
  • Assist customers with account‑related services such as opening new accounts, processing account modifications, issuing statements and handling account closures.
  • Educate and guide customers on the use of the bank’s digital channels, including Online Banking, Mobile App and ATMs, to promote self‑service and enhance their convenience.
B. Business Development
  • Proactively identify customer needs and financial goals to recommend and cross‑sell relevant banking products and services.
  • Achieve individual and team targets for referrals and customer satisfaction KPIs and metrics.
  • Actively participate in sales campaigns and promotional activities.
C. Operations and Compliance
  • Adhere strictly to all bank policies, operational procedures and service standards to minimize operational risks.
  • Ensure full compliance with regulations set by the bank and the Central Bank of the UAE, including Anti‑Money Laundering (AML) and Know Your Customer (KYC) guidelines.
  • Perform due diligence for all new and existing customer transactions and account openings.
  • Maintain accurate records of all customer interactions, transactions and service requests.
Qualifications and Experience of a Successful Candidate
  • Education: Bachelor’s Degree in Business Administration, Finance, Economics or a related field is required.
  • Experience: A minimum of 1–2 years of experience in a customer‑facing or customer‑service role within the banking or financial services industry in the UAE.
  • Knowledge: Basic understanding of retail banking products, services and operational procedures. Familiarity with the UAE’s financial landscape and regulatory environment is an advantage.
Required Skills and Competencies of a Successful Candidate
  • Communication: Good verbal and written communication skills. Fluency in English is an advantage.
  • Interpersonal Skills: Strong ability to build rapport with a diverse multicultural customer base; must be patient, empathetic and customer‑centric.
  • Problem‑Solving: Strong analytical and problem‑solving skills with the ability to handle challenging situations calmly and effectively.
  • Sales Acumen: A proactive, results‑oriented mindset with a natural ability to identify sales opportunities.
  • Technical and Digital Products Proficiency: Proficient in Microsoft Office Suite.
  • Personal Attributes: Professional demeanor and appearance, high level of integrity and ethical standards, strong attention to detail and the ability to work effectively in a fast‑paced environment.
Benefits

A competitive compensation package shall be discussed with shortlisted candidates.

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* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.

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