Specialist, Wealth & Bancassurance

Role overview

This position focuses on wealth and bancassurance sales within a banking environment in Abu Dhabi. The role is centered on meeting revenue goals, supporting customer onboarding, handling compliance-related duties, and strengthening client relationships through responsive service and product knowledge.

Sales and revenue delivery

• Work toward the assigned monthly targets for wealth and bancassurance business, aligned with overall business objectives and KPIs.
• Complete sales paperwork and related customer documentation accurately and on time.
• Improve customer experience by addressing requests promptly and reducing turnaround time for business processing.
• Generate a minimum volume of leads for liabilities, trade working capital, and program lending products.
• Coordinate with different internal teams to support application handling and customer onboarding.

Compliance and operational responsibilities

• Watch for potential money laundering activity and work with management on corrective measures.
• Follow banking rules and internal standards related to customer acceptance, data privacy, anti-money laundering, and KYC.
• Liaise with customer service and processing teams when required to maintain service standards.
• Reply to compliance and sanctions-related queries within the required timeframe.
• Ensure there are no pending issues related to requested deferrals.
• Complete any mandatory training or certification needed for the position.
• Keep contact details updated and current at all times.

Day-to-day accountabilities

• Develop a clear understanding of the customer portfolio and identify unmet needs among business banking clients to shape value propositions and support market research.
• Prepare written and verbal presentations that align stakeholders and show tangible business impact.

Decision-making framework

• Recommend decisions in line with the approved authorization matrix.
• Operate within Group policies and the wider governance framework of the organization.

Experience and knowledge

• Prior experience in bancassurance or wealth products in the UAE is required.
• Strong knowledge of financial services and wealth management banking products is expected.
• Good awareness of market trends, competitive offerings, demographic influences, and industry best practices is needed.
• Understanding of wealth and bancassurance regulations, legal structures for different business types, and risk considerations is important.

Skills and behaviors

• Strong consultative selling and need-based sales capability.
• Track record of achieving or exceeding sales targets.
• Ability to communicate and influence effectively across different levels and audiences.
• Good cross-functional coordination and collaboration skills.
• Strong relationship-building and customer engagement skills.
• Team-oriented approach with awareness of broader economic factors.
• Ability to earn trust and build rapport with prospects and existing clients.

Education and certification

• A university degree, MBA, PGDM, or a sales diploma/certification is preferred.
• CISI Level 3 is required.
• Knowledge of UAE rules and regulations is required.

Experience

The role calls for 3 to 5 years of experience in banking or the wider financial services industry.

Additional information

This is a full-time, onsite role based in Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates.