Job Description
Support the Head of WM Products and the department in achieving its objectives by launching new Products and managing those assigned to him/her.
Duties and Responsibilities
Your main responsibilities in this role include the following:
Provide Wealth Management products and solutions that suit the customer base
Work closely with Frontline channels to promote WM products
Train and develop the distribution channels
Work with Back and Middle Office to ensure all operational and logistical issues are managed successfully
Day to day Management of product lines under ownership
Ensure that all channels of communication are effectively managed (RMs, call centre, Branch Manager, Branch Network, etc.)
Develop and improve all promotional and marketing material for Products Managed
Work closely with internal stakeholders to ensure products and initiatives are delivered on time
Work Closely with Compliance team to make sure that regulatory approvals are applied for and obtained.
Identify potential investment ideas that suits ADIB’s priority clients and fit the current Macroeconomic trends, and support the proposal with proper evidence and thorough analysis.
Attend selected client meetings alongside the RMs when requested
Work with 3rd party service providers closely & develop the relation with them
Responsible to prepare product programs, presentations and teasers for all new products KPIs
New clients, net new AUM, revenue targets
Client retention, cross-selling
Product sales, deposit/Financing volumes
360 feedback
Expense management and client profitability
Mentoring and contribution to positive team dynamic
Proactive people management - Client Satisfaction & loyalty
Full Sharia and audit compliance
Job Requirements
Bachelor’s degree in related field required
5-7 years’ experience in investment products & preferably relationship management related to wealth planning, investments or investment banking
Must be articulate and professional, with a strong ability to understand client behaviors by establishing rapport and trust
Ability to identify clients’ needs to offer the proper investment solutions/ideas
Strong analytical skills & investment background
Discreet and trustworthy with high degree of integrity
Strong acumen for business development & building relationship with internal/external parties
Fluent in English and/or Arabic
Job Details
Company: Abu Dhabi Islamic Bank - ADIB
Employment Type: Full-time
Job Location: Abu Dhabi, United Arab Emirates
