Specialist - Retail Wealth Management (UAEN only) (Dubai, AE)

Abu Dhabi Commercial Bank
Dubai
Workplace: RemoteFull timeFunction: SalesExperience: 4+ yearsEducation: bachelorsSkills: ["Self-management"]

Support the Retail Banking team by managing client wealth needs and coordinating first-time leverage, early securities sales, and portfolio/asset growth activities. Partner with Investments and Bancassurance teams to support long-term proposition development and continuous improvement initiatives. Provide external client advisory, internal guidance to relationship managers, and ensure sales quality through risk management, compliance, and adherence to policies, processes, and service standards.

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Abu Dhabi Commercial Bank
Abu Dhabi Commercial Bank
11 hours ago

Specialist - Retail Wealth Management (UAEN only) (Dubai, AE)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 11 hours agoStatus: Live

Job Summary

Support the Retail Banking team by managing client wealth needs and coordinating first-time leverage, early securities sales, and portfolio/asset growth activities. Partner with Investments and Bancassurance teams to support long-term proposition development and continuous improvement initiatives. Provide external client advisory, internal guidance to relationship managers, and ensure sales quality through risk management, compliance, and adherence to policies, processes, and service standards.
Location: Dubai
Workplace: Remote
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Support customer needs assessment and provide oversight for first-time leverage requests and early securities sales to support wealth management value propositions.
  • •Support investments and bancassurance product teams in developing a cohesive long-term proposition strategy.
  • •Assist with change initiatives and programmes that drive efficiencies, executing implementation plans and tracking achievements.
  • •Promote wealth management products, provide client advice, manage complaints, and ensure clients understand solutions.
  • •Review and adhere to regulations, monitor risk levels, implement strategies, and ensure sales quality while following policies, processes, systems, and procedures.

Pay and Benefits

Perks:Health InsuranceLife InsurancePaid LeaveRemote WorkEducation Assistance

Key Requirements

  • •At least 4 years of experience in a banking/financial institution.
  • •Bachelor’s Degree in Finance, Business, or Economics.
  • •Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a reputable institute.
  • •Knowledge of sales and financial products, including leveraged solutions.
  • •Knowledge of financial markets and products such as mutual funds, ETFs, bonds, and equities.
Experience:4+ yearsBanking
Education:Bachelor's in Finance, Business, or Economics
Skills:Self-management
Certifications:Chartered Financial Analyst (CFA)
Languages:English

Eligibility

Nationality:UAE National

Company Brief

Abu Dhabi Commercial Bank
ADCB (Abu Dhabi Commercial Bank) is a UAE-based public bank offering retail, corporate, investment banking, treasury and wealth management services across the UAE and internationally, serving individuals, SMEs and large corporates.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Abu Dhabi, United Arab Emirates
Founded: 1985
Glassdoor
Glassdoor: 3.6
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