Insurance Specialist, Citibank Dubai UAE

Citibank presently has a job opening for suitably qualified and experienced candidate for position of an Insurance Specialist in Dubai, UAE. This job has recently been posted by Company’s career page and is now open for all interested applicants.

Job Purpose of An Insurance Specialist

• Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data.
• Identifies policy gaps and formulates policies.
• Interprets data and makes recommendations.
• Researches and interprets factual information.
• Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices.
• Integrates established disciplinary knowledge within specialty area with basic understanding of related industry practices.
• Develops working knowledge of industry practices and standards.

Duties of An Insurance Specialist

• Provide daily market update and trading strategic plan for clients and individual sales staff.
• Use a holistic financial planning approach to educate and help customers identify financial gaps in their current wealth or asset allocation and to introduce suitable products.
• Coaching and motivation on banking (FX, Insurance, etc) products through daily interactions.
• Provide branch colleagues updates on particular products by regular market update and technical analysis.
• Work with Branch Managers to set plan to meet financial commitment.
• Assist bankers on meeting team goals.
• Strictly abide by the requirements of compliance & internal control on sales activities.
• Maintain and manage good relationships with customers and to ensure customers have a consistent and superior banking experience.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm’s reputation and safeguarding.
• Applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Who Can Apply?

Qualification

• Bachelor’s or University degree in relevant field.

Experience

• 2 years of financial planning experience preferred.

Skills & Knowledge Desired

• Excellent communication and people skills.
• Knowledge of financial planning skills, insurance laws, insurance products and investment products.
• Enthusiasm in achieving goals.
• Able to work under pressure to deliver the individual sales target.
• Positive and good cooperative mind set.
• Open mind and willing to embrace changes.
• Good knowledge of tax law and general financial and economic market.

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