Financial Services Specialist

2 weeks ago


Dubai, Dubai, United Arab Emirates Emirates Islamic Full time
Job Summary

We are seeking a highly skilled Financial Services Specialist to join our team at Emirates Islamic. As a Product Support Officer, you will play a critical role in ensuring the smooth operation of our Wealth Management Products.

Key Responsibilities
  • Compliance and Control: Implement and maintain effective checks and controls on transactions for Wealth Management Products, including Structured Products, Sukuks, Equities, Funds, and Saving Plans.
  • Customer Interaction: Interact with High Net Worth / Priority customers, explaining key features and risks involved in certain products, and ensuring customers understand these risks before confirming go-ahead.
  • Customer Service: Address customer queries and provide bespoke solutions as and when required during customer interactions.
  • Teamwork and Communication: Collaborate with internal stakeholders to ensure seamless customer service and support.
Key Performance Indicators
  • Implement callback policy for WM products
  • Ensure Compliance / Control measures are in place
  • Effectively handle customer (Internal / external) queries
Requirements
  • Education: Post Graduate degree in a business or finance-related field
  • Experience: 5+ years of experience in the financial services industry, with exposure to investment and takaful products, and experience in customer communication and/or service
  • Knowledge and Skills: Knowledge of investment and takaful products, excellent interpersonal and communication skills, strong judgement skills, and ability to handle client requests and/or complaints promptly
  • Technical Skills: Proficient in MS Office


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