Specialist, Wealth & Bancassurance

First Abu Dhabi Bank (FAB)


Date: 4 hours ago
City: Abu Dhabi
Contract type: Full time
Generic Accountability

Sales /Revenue

  • To achieve set monthly Wealth & Banca sales targets in accordance with business goals/KPIs.
  • Ensure timely completion of sale and other customer related documentation.
  • Enhance customer satisfaction by providing quality services by responding to customer requests in a timely manner & reducing the turnaround time for processing the business requirements.
  • Will ensure a minimum number of leads on Liabilities, Trade Working Capital and Program lending are referred.
  • To liaise with various departments for applications processing and customer onboarding

Compliance / Operational Activities

  • Monitor money laundering activities and coordinate remedial actions with management.
  • Ensure adherence to banking regulations and organization guidelines relating to customer acceptance, data protection, money laundering and KYC.
  • Whenever needed, contact customer service groups and processing units to ensure satisfactory service standards are met.
  • Responding to the relevant compliance and sanctions queries within the relevant time frame.
  • Will ensure there are no lapses on deferrals requested.
  • Will ensure to complete any training/certification required for the role.
  • Will ensure up to date contact information is updated.

The day-to-day responsibilities of the proposed role will include, but not limited to:

  • Customer Insight and Market Research: Build a strong understanding of our portfolio, BB Customers’ unmet needs, and use these insights to develop value proposition strategy, conduct market research.
  • Presentation preparation and development: Develop written and verbal communications to inform and align with key decision makers and demonstrate real business impacts.

Frameworks, Boundaries & Decision-Making Authority

  • Propose and recommend decisions as per the approved authorization matrix.
  • Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks

Experience

  • Experience of working in Banca/Wealth products in UAE.

Knowledge

  • Strong understanding of financial and Wealth Management banking services and products.
  • Good understanding of market best practices and dynamics including demographic factors, competitor products and services.
  • Strong understanding and working knowledge of Wealth and Banca products and related regulations.
  • Appropriate risk awareness.
  • Understands legal structures consistent with different type of businesses.

Skills & Behaviors

  • Demonstrable good selling skills with proven ability to achieve planned objectives by need based selling.
  • Proven ability to communicate and influence at different levels and to a variety of audiences.
  • Proven achievement of meeting or exceeding sales targets.
  • Able to communicate well between the cross functional departments and demonstrates good coordination skills.
  • Strong team player with an understanding of wider economic issues.
  • Proven ability to build and maintain strong customer relationships.
  • Establish rapport with potential customers and build trust with potential or current clients
  • Strong understanding of financial and Wealth Management banking services and products.

Education required: University Degree / MBA / PGDM / Sales diploma or certification preferable.

  • CISI Level 3
  • UAE Rules and Regulations

Experience: 3 – 5 years of experience in Banking or in a Financial Industry

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