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Wealth Management Specialist - Arabic Speaker & CFA Chartered Holder

1.00 to 10.00 Years   Abu Dhabi, United Arab Emirates   28 Dec, 2023
ADCB Abu Dhabi Commercial Bank
1 Jobs Openings
Job LocationAbu Dhabi, United Arab Emirates
EducationBachelor's degree / higher diploma
SalaryNot Mentioned
IndustryBanking
Functional AreaNot Mentioned

Job Description

Job Purpose:˙To act as an independent subject matter expert on investments and BancAssurance products for external clients, provide advice/guidance and training for relationship managers, assist in developing the wealth management proposition/product strategy and manage the overall health of the wealth management product portfolio in order to drive the growth in assets under management (AUM) and annual profit equivalent (APE).Accountabilities

  • Asset Growth/Portfolio Management:˙Assess customer needs/requirements and assist in defining customer communications strategy, identify potential business acquisitions and growth opportunities, review and approve all leverage cases, sign off on all transactions of over US$ 300K, provide oversight on all first time leverage requests and review all early sales of securities/those involving large losses in order to support wealth managements customer value propositions across customer segments.
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  • Proposition/Product Development:˙Act as the voice of the client internally to assist the Investment and Bancassurance product managers in developing a cohesive long term proposition/product strategy and for each wealth business which informs business, unit and group objectives and plans.
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  • External Advisory Services:˙Provide advice and guidance to external clients and manage all complaints and referred call-backs in order to ensure clients understand wealth management solutions and minimise any client concerns or complaints.
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  • Internal Advice and Guidance:˙Act as a subject matter expert, provide a centre of expertise and provide training for relationship managers across segments for wealth management solutions to ensure adequate knowledge of wealth management solutions and improve the quality of the investment book.
  • Policies, Processes, Systems and Procedures: Adhere to all relevant organisational 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.
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  • ˙Self-Management:˙Manage self in line with the banks people management policies, procedures, processes and practices to ensure adherence and to maximise own contribution to business performance.
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  • Customer Service:˙Demonstrate Our Promise and apply the ADCB Service Standards to deliver the banks required levels of service in all internal and external customer interactions

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