Assets Trade Specialist - Emirati National

Overview

Trade Execution & Operations

• Oversee end-to-end execution of asset exchanges and trade transactions for investment and protection products.
• Ensure all trades are processed accurately, within defined timelines, and in line with regulatory and internal compliance requirements.
• Coordinate with internal and offshore teams to facilitate seamless trade settlement and execution.
• Process all trade-related documentation and administrative activities.

Customer Service & Relationship Management

• Deliver excellent customer service by responding to trade and dealing-related inquiries via email and telephone.
• Provide accurate information on fund portfolios, pricing, dealing procedures, markets, and currencies.
• Build and maintain strong, trust-based relationships with customers.
• Handle customer complaints effectively, ensuring timely resolution and continuous follow-up.
• Maintain detailed records of customer interactions, transactions, and documentation.

Transaction Processing & Reporting

• Prepare and issue valuation statements promptly and accurately.
• Ensure timely processing of regular withdrawals and other recurring transactions.
• Monitor and maintain the accuracy of customer accounts and transaction records.

Product & Market Knowledge

• Maintain an in-depth understanding of UIC products and competitor offerings.
• Stay updated on market trends, product features, and regulatory developments impacting investment and protection products.

Stakeholder Collaboration

• Liaise with local and offshore offices to ensure operational alignment and service delivery standards.
• Provide operational backup support to Customer Service teams, including Arabic language support when required.

Qualifications & Experience

• Bachelor's degree in Finance & Administration, or a related field.
• LOMA, CII, or equivalent insurance/financial certifications are an added advantage.
• Minimum
• 2+ years of experience
• in asset trading, investment operations, banking, or the insurance industry.
• Prior experience in investment management or financial services is preferred.
• Experience in developing marketing messaging and sales collateral is a plus.

Key Skills & Competencies

• Strong understanding of investment products, fund operations, and trade lifecycle.
• Excellent communication and customer service skills.
• Attention to detail and accuracy in transaction processing.
• Ability to manage multiple tasks and meet tight deadlines.
• Proficiency in

MS Office (Excel, PowerPoint)

• ; knowledge of design tools (e.g., InDesign) is an advantage.
• Problem-solving mindset with strong analytical abilities.