Specialist, Wealth & Bancassurance

Generic Accountability Sales /Revenue: To achieve set monthly Wealth & Banca sales targets in accordance with business goals/KPIs. Ensure timely completion of sale and other customer related documentation. Enhance customer satisfaction by providing quality services by responding to customer requests in a timely manner & reducing the turnaround time for processing the business requirements. Will ensure a minimum number of leads on Liabilities, Trade Working Capital and Program lending are referred. To liaise with various departments for applications processing and customer onboarding Compliance / Operational activities: Monitor money laundering activities and coordinate remedial actions with management. Ensure adherence to banking regulations and organization guidelines relating to customer acceptance, data protection, money laundering and KYC. Whenever needed, contact customer service groups and processing units to ensure satisfactory service standards are met. Responding to the relevant compliance and sanctions queries within the relevant time frame. Will ensure there are no lapses on deferrals requested. Will ensure to complete any training/certification required for the role. Will ensure up to date contact information is updated. The day-to-day responsibilities of the proposed role will include, but not limited to: Customer Insight and Market Research: Build a strong understanding of our portfolio, BB Customers’ unmet needs, and use these insights to develop value proposition strategy, conduct market research. Presentation preparation and development: Develop written and verbal communications to inform and align with key decision makers and demonstrate real business impacts. Frameworks, Boundaries & Decision-Making Authority: Propose and recommend decisions as per the approved authorization matrix. Functions within the framework and boundaries of Group policies as well as overall organizational and governance frameworks Experience Experience of working in Banca/Wealth products in UAE. Knowledge Strong understanding of financial and Wealth Management banking services and products. Good understanding of market best practices and dynamics including demographic factors, competitor products and services. Strong understanding and working knowledge of Wealth and Banca products and related regulations. Appropriate risk awareness. Understands legal structures consistent with different type of businesses. Skills & Behaviors Demonstrable good selling skills with proven ability to achieve planned objectives by need based selling. Proven ability to communicate and influence at different levels and to a variety of audiences. Proven achievement of meeting or exceeding sales targets. Able to communicate well between the cross functional departments and demonstrates good coordination skills. Strong team player with an understanding of wider economic issues. Proven ability to build and maintain strong customer relationships. Establish rapport with potential customers and build trust with potential or current clients Strong understanding of financial and Wealth Management banking services and products. Education required: University Degree / MBA / PGDM / Sales diploma or certification preferable. CISI Level 3 UAE Rules and Regulations Experience: 3 – 5 years of experience in Banking or in a Financial Industry

Education required: University Degree / MBA / PGDM / Sales diploma or certification preferable. CISI Level 3 UAE Rules and Regulations. Experience: 3 – 5 years of experience in Banking or in a Financial Industry.

Achieve monthly Wealth & Bancassurance sales targets; ensure timely completion of sale and customer documentation; enhance customer satisfaction; manage leads for Liabilities, Trade Working Capital and Program lending; liaise with departments for applications processing and onboarding; monitor money laundering activities and coordinate remedial actions; ensure adherence to banking regulations, data protection, KYC; respond to compliance and sanctions queries; maintain up-to-date contact information; build market understanding of portfolio and unmet needs; develop value proposition strategy; conduct market research; prepare and develop communications for decision-makers; operate within authorization framework and governance policies; day-to-day duties include customer insight, presentation development, and cross-functional coordination.