Specialist- Wealth & Bancassurance First Abu Dhabi Bank FAB

Posted on 27 Aug

Experience

5 - 6 Years

Education

Any Graduation

Nationality

Any Nationality

Gender

Not Mentioned

Vacancy

1 Vacancy

Job Description

Roles & Responsibilities

Key Performance Metrics:

  • Achieve the set monthly budgets from new sales, by engaging customers and liaising with the assigned Sales & Coverage teams
  • Ensure 100% activation of all assigned team members from the Sales & Coverage teams
  • Maintain high quality sales with minimal leakage due to clawbacks or cancellations
  • Consistent delivery of budgeted financials on quarterly basis

Process:

  • Adhere to all the sales guidelines set by the bank
  • Participate and fulfill all regulatory requirements on training, certification and assessments as mandated from time to time

People:

  • Engage with the referral team members within the assigned Sales & Coverage teams regularly to build a sales pipeline
  • Organize, liaise and execute regular product trainings for all assigned team members to build product awareness
  • Participate in portfolio reviews to identify business opportunities

Customer:

  • Build an accurate customer profile using need analysis and in-depth fact-find, for every customer interaction to discuss relevant opportunities
  • Engage with existing customers on an ongoing basis providing relevant product/portfolio updates and end-to-end fulfilment of all customer queries related to the proposition

Desired Candidate Profile

The ideal candidate would be an experienced Wealth Management professional in the UAE who fulfils the below requirements:

  1. Experience in Wealth Management for SME customers in the UAE for 5 years
  2. A means of personal transportation
  3. CII Level 3 & CISI AWB certifications (CFA would be an advantage)
  4. Excellent multi-lingual communication skills (Arabic fluency is an added advantage; (English is a minimum requirement)

Department / Functional Area

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First Abu Dhabi Bank FAB

First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger together.

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https://jobs.smartrecruiters.com/FirstAbuDhabiBank/744000077603765