Specialist- Wealth & Bancassurance
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Key skills for this role
About the Role
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.
Key Skills for This Role
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Company Description
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
.
Job Descripti
on
Role Overvi
ew:
The role of a Wealth Specialist is an important part of the overall Wealth & Bancassurance proposition within Business Banking.
The role holder is responsible to engage with the Sales & Coverage teams to ensure deeper penetration of Wealth & Bancassurance products within the Business Banking customer base, by interacting with customers and generating new business opportunities for the b
ank.
The customer’s needs must be maintained as the basis for all proposed solutions and the ideal candidate must have a proven track record in the Wealth Management industry in terms of customer profiling, lead generation and fulfil
ment.
Key Performance M
- etrics
- This role is responsible for achieving the budgeted financials, while ensuring that all regulatory, compliance and legal requirements are met.
- The following is a breakdown of these responsibi
- lities:
- Revenue
- Achieve the set monthly budgets from new sales, by engaging customers and liaising with the assigned Sales & Cover
- age teamsEnsure 100% activation of all assigned team members from the Sales & Cover
- age teamsMaintain high quality sales with minimal leakage due to clawbacks or canc
- ellationsConsistent delivery of budgeted financials on quarte
- rly bas
- is
Process
- Adhere to all the sales guidelines set
- by the bankParticipate and fulfill all regulatory requirements on training, certification and assessments as mandated from t
- ime to
- time
People
- Engage with the referral team members within the assigned Sales & Coverage teams regularly to build a s
- ales pipelineOrganize, liaise and execute regular product trainings for all assigned team members to build prod
- uct awarenessParticipate in portfolio reviews to identify business
- opportun
- ities
Customer
- Build an accurate customer profile using need analysis and in-depth fact-find, for every customer interaction to discuss relevan
- t opportunitiesEngage with existing customers on an ongoing basis – providing relevant product/portfolio updates and end-to-end fulfilment of all customer queries related to
- the propositio
- n
Qualifications
- The ideal candidate would be an experienced Wealth Management professional in the UAE who fulfils the be
- low requirements:
Experience
- in Wealth Management for SME customers in t
- he UAE for 5 yearsA means of perso
- nal transportationCII – Level 3 & CISI – AWB certifications (CFA woul
- d be an advantage)Excellent multi-lingual communication skills (Arabic fluency is an added advantage; (English is a mi
- nimum requirement)
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