Specialist - Retail Wealth Management

Abu Dhabi Commercial Bank

Dubai, UAE

Posted
Ref: PP000-23687

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Job description / Role

Job Type
Full Time

Job Location
Dubai, UAE

Nationality
Any Nationality

Salary
Not Specified

Gender
Not Specified

Arabic Fluency
Not Specified

Job Function
Finance, Business Analysis & Consulting

Company Industry
Banking - Retail

Description

Specialist u2013 retail wealth management

Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.

About the business area

The Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shariu2019ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.

In this role, your key responsibilities include:

Asset growth / portfolio management - Support in the assessment of customer needs requirements, provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth managementu2019s customer value propositions.

Proposition / product development - Provide support to the investments and bancassurance product teams in developing a cohesive long term proposition strategy.

Continuous improvement - Assist in implementing change initiatives and programmes that drive efficiencies, execute implementation plans and track achievements.

External promotion / advisory services - Promote wealth management products, provide advice to clients, manage complaints and ensure client understanding of solutions.

Internal advice / guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.

Risk management and compliance - Review and adhere to regulations, monitor risk levels, implement strategies and ensure sales quality.

Policies, processes, systems and procedures - Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.

Self-management - Manage self in line with the banku2019s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.

Customer service - Demonstrate Our Promise and apply the ADCB service standards to deliver the banku2019s required levels of service in all internal and external customer interactions.

The ideal candidate should have the following experience

At least 4 years of experience in a banking / financial institution

Bacheloru2019s degree in finance, business, or economics

Chartered Financial Analyst (CFA) or Financial Planning designation course from a reputable institute

Written and spoken English

Knowledge of sales and financial products including leveraged solutions

Knowledge of financial markets, including products such as mutual funds, exchange-traded funds (ETFs), bonds and equities

What we offer

Competitive salary: The indicative pay range for this role is 18,000 AED u2013 26,000 AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.

Comprehensive benefits package: This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).

Flexible and remote working options: We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.

Learning and development opportunities: We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-learning catalog, on-the-job training and professional development programs.

At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions. Apply now.

Apply Now

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