Specialist Wealth & Bancassurance First Abu Dhabi Bank

Specialist Wealth & Bancassurance at First Abu Dhabi Bank 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 bank. 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 fulfilment. This role is responsible to achieve the budgeted financials, while ensuring that all regulatory, compliance and legal requirements are met.

Responsibilities of Specialist Wealth & Bancassurance

Revenue

• Achieve the set monthly budgets from new sales, by engaging customers and liaising with the assigned Sales & Coverage teams.
• Ensure 100% activation of all assigned team members from the Sales & Coverage teams.
• Maintain high quality sales with minimal leakage due to clawbacks or cancellations.
• Consistent delivery of the budgeted financials on quarterly basis.

Process Specialist Wealth & Bancassurance

• Adhere to all the sales guidelines set by the bank.
• Participate and fulfill all regulatory requirements on training, certification and assessments as mandated from time to time.

People

• Engage with the referral team members within the assigned Sales & Coverage teams regularly to build a sales pipeline.
• Organize, liaise and execute regular product trainings for all assigned team members to build product awareness.
• Participate in portfolio reviews to identify business opportunities.

Customer

• Build an accurate customer profile using need analysis and in depth fact find, for every customer interaction to discuss relevant opportunities.
• Engage with existing customers on an ongoing basis providing relevant product/portfolio updates and end to end fulfilment of all customer queries related to the proposition.

Requirements of Specialist Wealth & Bancassurance

• CII Level 3 & CISI AWB certifications (CFA would be an advantage).
• Experience in Wealth Management for SME customers in the UAE for 5 years.

Skills and Knowledge Desired

• A means of personal transportation.
• Excellent multi lingual communication skills (Arabic fluency is an added advantage, English is a minimum requirement).

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