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Wealth Management Specialist

3 months ago

Abu Dhabi, Abu Dhabi, United Arab Emirates Human Resources M.E Full time

Roles and Responsibilities
Developing, enhancing, and nurturing relationships with high-net-worth clients through proficient relationship management. Focus on analyzing and fulfilling the financial and investment requirements of Priority Customers. Serve as the primary representative of the Bank for its most affluent clientele.
Generate new business opportunities to meet established targets regarding customer acquisition, volume, and revenue for the segment.
Achieve defined objectives concerning product distribution and onboarding of all new clients referred by branches and direct sales teams.
Strive for top-tier productivity to optimize sales effectiveness and meet budgeted cross-sell goals.
Implement proactive sales strategies to attract significant prospective clients, ensuring comprehensive coverage of the customer base as per approved contact plans.
Organize customer engagement events in collaboration with the product team.
Maintain full compliance with all policies and procedures related to anti-money laundering and operational risk, reporting any suspicious activities to the supervising authority.
Ensure a thorough understanding and adherence to all provisions of the Group Code of Conduct.

Required Candidate Profile
A graduate with 6 to 12 years of relevant experience; an MBA qualification is a plus. Experience in managing high-net-worth individuals and wealth management with a book size of over 150 Crores, handling 100 to 150 clients.

Regulatory & Business Conduct
Exhibit exemplary conduct and uphold the Group's Values and Code of Conduct. Take personal responsibility for fostering the highest standards of ethics, including regulatory and business conduct, throughout the organization. This entails understanding and ensuring compliance with all applicable laws, regulations, guidelines, and the Group Code of Conduct.

Banks Conduct Principles:
- Fair Outcomes for Clients
- Effective Financial Markets
- Financial Crime Compliance
- The Right Culture

Collaboratively identify, escalate, mitigate, and resolve risks related to conduct and compliance.