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Financial Services Specialist

1 week ago

Abu Dhabi, Abu Dhabi, United Arab Emirates First Gulf Bank PJSC Full time
Job Description

We are seeking a highly skilled Wealth Investment Services Specialist to join our team at First Gulf Bank PJSC. In this role, you will be responsible for ensuring that client on-boarding and investment trades and maintenance on the bank's books are in compliance with the UAE Central Bank guidelines and Bank's policies and procedures.

Key Responsibilities:
  • Operational Efficiency: Increase process efficiency, improve Turn Around Time (TAT), and achieve positive internal Audit/RMU ratings.
  • Customer Satisfaction: Receive feedback from Relationship Managers and Sales Coordinators through Client Satisfaction Index scores.
  • Policies and Procedures: Adhere to policies, processes, and procedures of FAB and CBG.
Job Context:

This role requires strong collaboration with inter connected departments (RCAD, Products, Banca-assurance, IT, Sales Coordinators) to deliver timely and effective levels of client experience.

Qualifications:
  • Education: Bachelor's Degree in Finance/Accounts/Business Management or equivalent.
  • Experience: Preferably 6 years of experience in a bank/financial institution with exposure to wealth/consumer operations and account services preferably in a multinational, with at least 2 years in a similar position.