What Jobs are available for Private Wealth Management in the United Arab Emirates?
Showing 14 Private Wealth Management jobs in the United Arab Emirates
Head of Portfolio Management and Customer Life Cycle
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United Arab Emirates
Job Description Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi
Role Purpose:
The Head of Portfolio Management and Customer Life Cycle – Priority and Private Banking is responsible for the strategic leadership, growth, and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies, enhancing customer value, and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle — from generation through conversion—to support sustainable business development and deepen existing client relationships.
Key Accountabilities of the role
- Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
- Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
- Client Experience and Relationship Management
- Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
- Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.
Leads and Pipeline Management
- Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
- Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
- Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
- Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.
Customer Lifecycle Management
- Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.
Product and Solution Alignment
- Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
- Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.
Leadership and Team Development
- Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
- Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
- Facilitate cross-functional collaboration to drive client success and team alignment with business goals.
Risk and Compliance Oversight
- Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
- Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.
Business Reporting and Insights
- Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
- Deliver regular updates and strategic insights to senior management to support business planning and decision-making.
Key Performance Indicators (KPIs)
- Revenue and Profitability per Client
- New-to-Bank Client Acquisition and Conversion Rates
- Client Retention and Satisfaction (e.g., Net Promoter Score)
- Portfolio Penetration and Cross-Sell Ratios
- Lead Pipeline Velocity and Conversion Metrics
- Customer Lifecycle Progression and Retention Metrics
- Regulatory Compliance and Risk Metrics
Specialist Skills / Technical Knowledge Required for this role:
- Bachelor’s degree in finance, Business, Economics, or related discipline; Master’s degree (MBA) preferred.
- Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
- Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
- Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
- Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.
- Job Identification 3415
- Posting Date 07/25/2025, 07:34 AM
- Apply Before 08/31/2025, 07:34 AM
- Locations Abu Dhabi, Al Rowdah, Shk Rashid Bin Saeed St. 313 ADIB New Headquarters Branch, Sh. Zayed Main Branch Abu Dhabi United Arab Emirates, Abu Dhabi, AE
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Occupancy Planner, MENAT, GREF - Regional Portfolio Management (RPM) EMEA
Posted 11 days ago
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Amazon has an exciting Occupancy Planner (OP) opportunity available in Dubai. As a key leader within Amazon's Global Real Estate & Facilities (GREF) team, the Occupancy Planner (OP) will oversee the strategic and tactical management of space and allocations within the corporate real estate portfolio for their assigned area. The area lead collaborates closely with various stakeholders to drive successful occupancy planning initiatives and deliver data-driven recommendations for future space requirements
The OP will be expected to align real estate strategy to business needs in partnership with key GREF stakeholders and maintain a customer centric approach. The role will partner with both business leaders and employees to understand and influence space needs and requirements to inform supply and demand allocations. The role will be responsible for developing strategic recommendations on business line space allocations at a city level by leveraging Amazon's size and scale and translating business requirements into effective solutions aligned with the workplace strategy. The OP will oversee the Middle East and North Africa regions to include planning, budgeting, and activities that support corporate office locations across their assigned area.
The optimal candidate is an experienced and engaging professional who will excel within an entrepreneurial culture - providing vision, leadership, and communication - not afraid to dive deep into details and take ownership. They should also understand the nuance of being approachable, while at the same time consultative- providing direction/recommendations and fostering transparent relationships. The candidate must be able to balance frugality with creativity in offering solutions and approach problem-solving with an emphasis on root cause. An ideal candidate is able to navigate high level of ambiguity and demonstrate a bias for action, taking calculated risks in a fast-paced environment.
Key job responsibilities
- Manage and guide an OP team of vendors responsible for the tactical occupancy planning across the area, ensuring all activities align with the Amazon's goals and standards.
- Oversee the collection, verification, and analysis of headcount and space data, including current capacity and future projections, to support strategic occupancy planning and area optimization.
- Act as the primary liaison between the OP area teams, the GREF EMEA OP manager, and local business units. Ensure effective communication and collaboration to gather strategic direction and align area occupancy plans with regional requirements and local business needs.
- Develop occupancy scenarios and migration plans, evaluating multiple options to deliver data-driven recommendations that support real estate strategy and business goals.
- Project manage all occupancy planning activities, including data collection, scenario analysis, and presentation of recommendations for your assigned area to the regional OP lead; facilitate alignment calls with Workplace Strategists.
- Oversee all reporting on area-based occupancy metrics, space allocations, and other relevant data to support real estate decisions and portfolio strategy.
- Manage day-to-day operational occupancy requests and coordinate with GREF teams to ensure accurate and up-to-date space utilization data and as-built documentation for assigned area.
- Responsible for production for Geo reporting, e.g. Monthly/Quarterly Business Reviews
Basic Qualifications
- Bachelor's degree in Finance, Project Management, architecture, interior design or related field, or related professional experience.
- 7+ years professional experience required, a significant portion of which should demonstrate success in leading portfolio strategy and broad scale occupancy planning and move management projects.
- 5+ years in program/ project management, to include delivering cross functional projects.
Preferred Qualifications
- Strong ability to think strategically and develop long-term occupancy plans that align with business objectives and real estate strategies.
- Expertise in analyzing complex data sets, identifying trends, and using data to inform strategic decisions and optimize space utilization.
- Excellent communication skills, with the ability to engage and influence stakeholders at all levels, build strong relationships, and manage expectations effectively.
- Strong project management skills, with the ability to manage multiple projects simultaneously, prioritize tasks, and ensure timely delivery of high-quality outputs.
- In-depth understanding of occupancy planning, space management, and corporate real estate, with experience in managing large, geographically diverse portfolios.
Our inclusive culture empowers Amazonians to deliver the best results for our customers. If you have a disability and need a workplace accommodation or adjustment during the application and hiring process, including support for the interview or onboarding process, please visit for more information. If the country/region you're applying in isn't listed, please contact your Recruiting Partner.
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Financial Planning & Analytics Lead
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Dubai, United Arab Emirates | Posted on 10/14/2025
At Stella Stays, we’re not just another hospitality brand - we’re building the future of living. We’ve reimagined what it means to feel at home, creating tech-driven, beautifully designed spaces that people actually want to live in, whether for a few days or a few months.
We started in 2019 with a bold vision, and in just a few years, we became leaders in the space, disrupting traditional hospitality with a fresh, forward-thinking approach. Our fully furnished homes across MENA are seamlessly bookable online, ready for instant move-in, and packed with everything from high-speed WiFi to world class amenities. No paperwork, no hassle - just modern, effortless living.
Behind this vision is a team of ambitious, fast moving people who thrive in a high-growth environment. We think big, move fast, and build what’s never been built before - together.
If you’re looking for a place where you can make things happen, grow your career, and be part of something truly game-changing, you’ve found it. Welcome to the future. Welcome to Stella Stays.
About the Role:
We’re looking for a Finance Executive who is detail-oriented, analytical, and ready to thrive in a fast-paced, global environment. You’ll play a vital role in managing daily finance operations, supporting growth initiatives, and ensuring compliance while helping us scale across regions.
What You’ll Do:
- Handle day-to-day accounting, reconciliations, and financial reporting.
- Manage accounts payable/receivable, invoices, and expense tracking.
- Assist with monthly closing, budgeting, and forecasting processes.
- Partner with cross-functional teams (Sales, Operations, Guest Experience) to provide financial insights.
- Ensure compliance with local regulations, tax filings, and internal controls.
- Support audits, financial analysis, and ad-hoc reporting. Use tech tools, automation, and dashboards to improve efficiency.
- Bachelor’s degree in Finance, Accounting, or a related field.
- 2–4 years of finance/accounting experience; experience in hospitality or tech/hospitality-tech is a plus.
- Strong understanding of accounting principles, financial reporting, and compliance.
- Proficiency with accounting software and Excel/Google Sheets.
- Analytical mindset with meticulous attention to detail.
- Ability to thrive in a fast-paced, scaling startup environment.
- Strong communication, collaboration, and problem-solving skills.
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Financial Planning Analyst - IT Distribution
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Job Category
Finance
Location
UAE - Dubai
Job Type
Full Time
Closing Date
03-Oct-2025
About KeystonKeyston Distribution is the B2B Distribution unit of Majid Digital Group. In 2021, Keyston was established with a capital infusion and a digital mandate to create 5000+ digital customers from Iraq and MENA region. Our objective is to onboard the best-in-class global vendors and to provide end-to-end technology and professional solutions to our reseller channel base.
We partner with reputable global vendors in the technology industry, which include Avaya, Asus, Canon, Western Digital, SanDisk, LG, Seagate, MSI and ASRock as well as other strategic partners whose relationship with the group has strengthened over the past 5 years.
We are dedicated to serving our customers by providing end-to-end products and solutions that support specific business demands.
Keyston operations commence from Dubai and expand across the GCC region and Iraq with future to expand to other markets.
About the RoleWe are looking for a results-oriented and analytically strong Financial Planning Analyst (FP&A) to support strategic planning and performance management in our fast-growing IT distribution business. This role will play a critical part in driving financial insight across multiple vendors, product lines, and regions, enabling data-driven decision-making at all levels of the organization.
AvailabilityImmediate joiners based in UAE only
Key ResponsibilitiesBudgeting & Forecasting
Lead the annual budgeting process across all business units and departments.
Manage rolling forecasts for revenue, gross margin, operating expenses, and cash flow.
Build robust financial models to evaluate revenue, cost of goods sold (COGS), and profitability by vendor, SKU, region, and channel.
Revenue & Margin Analysis
Analyze gross margin and profitability by product category, vendor, and customer segment.
Track and interpret sales vs. forecast and identify root causes of performance variances.
Support pricing strategy, promotional campaigns, and discount impact analysis.
Business Performance & Reporting
Develop and maintain Power BI dashboards and KPI scorecards for real-time visibility.
Prepare monthly business review decks and performance reports for senior leadership and board-level meetings.
QualificationsCA / ACCA / CIMA / MBA (Finance or related field).
5–10 years of experience in FP&A, financial modeling, and business analytics.
Power BI certification is a strong plus.
Experience in IT distribution or trading is preferred.
Preferred Skills
Strong proficiency in financial modeling, forecasting, and data visualization.
Ability to translate complex financial data into clear business insights.
Experience in developing annual operating and capital budgets aligned with corporate strategy.
Excellent communication, presentation, and cross-functional collaboration skills.
Self-driven, organized, and capable of working both independently and in teams.
About Application ProcessIf you meet the criteria and you are enthusiastic about the role, we would welcome your application.Tocomplete the application you would need the following document(s):
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Financial Planning & Analysis (FP&A) Manager
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Role Overview
We are seeking a highly analytical and strategic FP&A Manager to support financial planning, budgeting, forecasting, and decision-making for a real estate development company. The role requires strong financial modeling skills, a deep understanding of real estate finance, and the ability to provide actionable insights to senior management.
Key Responsibilities- Lead the budgeting, forecasting, and financial planning processes for real estate projects and overall company operations.
- Prepare financial models, scenario analysis, and profitability forecasts for new and ongoing development projects.
- Analyze financial performance, track KPIs, and provide variance analysis to support strategic decisions.
- Collaborate with project managers, accounting, and operations teams to ensure accurate financial reporting.
- Develop dashboards and reports to provide actionable insights to senior management and stakeholders.
- Support investment analysis, feasibility studies, and capital allocation decisions for new development projects.
- Ensure compliance with accounting standards, corporate policies, and internal controls.
- Assist in presentations to investors, lenders, and executive leadership.
- Bachelor’s degree in Finance, Accounting, Economics, or related field (Master’s or MBA preferred).
- 5–8 years of experience in FP&A, preferably in real estate development, construction, or property investment.
- Strong financial modeling, budgeting, and forecasting skills.
- Proficiency in Excel, ERP systems, and financial reporting tools (e.g., SAP, Oracle, Yardi).
- Excellent analytical, problem-solving, and communication skills.
- Ability to work under tight deadlines and manage multiple projects simultaneously.
- Financial Planning & Analysis (FP&A)
- Real Estate Project Finance
- Budgeting & Forecasting
- Financial Modeling & Valuation
- KPI Tracking & Reporting
- Investment & Feasibility Analysis
- ERP & Reporting Tools
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Portfolio And Conduct Risk Management (UAE Nationals Only) - Dubai
Posted 11 days ago
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Job Description
The Portfolio, Governance and Conduct Risk Manager will be responsible for developing, implementing, and maintaining a robust framework for governance and conduct risk and portfolio management within the bank. This role ensures adherence to regulatory requirements, internal policies, and best practices, fostering a culture of ethical conduct and sound decision-making across the organization. The manager will work closely with various business lines, legal, compliance, and risk management teams to identify, assess, monitor, and mitigate governance and conduct risks.
**Key Responsibilities**
+ Design, develop, and implement the bank's governance and conduct risk framework, policies, procedures, and standards in line with regulatory expectations and industry best practices.
+ Ensure the framework integrates effectively with the overall enterprise risk management (ERM) framework.
+ Develop and maintain a robust control environment for governance and conduct risks.
+ Conduct regular risk assessments to identify potential governance and conduct risks inherent in business activities, new products, services, and processes.
+ Analyze emerging regulatory requirements and industry trends to proactively identify and assess new or evolving governance and conduct risks.
+ Facilitate workshops and discussions with business units to understand their specific risk profiles and controls.
+ Establish and monitor key risk indicators (KRIs) and key performance indicators (KPIs) related to governance and conduct risk.
+ Develop and deliver comprehensive reports on governance and conduct risk exposures, control effectiveness, and mitigation activities to senior management, risk committees, and the Board of Directors.
+ Oversee the tracking and resolution of governance and conduct risk issues and incidents.
+ Provide expert advice and guidance to business units and support functions on governance and conduct risk matters, including policy interpretation and control implementation.
+ Develop and implement conduct-related policies (e.g., conflicts of interest, market conduct, data ethics, employee conduct) and ensure their effective communication and adoption.
+ Develop and deliver training programs to raise awareness and understanding of governance and conduct risk principles, policies, and expected behaviors across the bank.
+ Champion a strong risk culture and ethical conduct throughout the organization, promoting transparency, accountability, and integrity.
+ Stay abreast of changes in global and local regulatory landscapes pertaining to governance and conduct risk.
+ Assist in preparing for and responding to regulatory examinations and requests related to governance and conduct risk.
**Qualifications**
**Education**
+ Bachelor's degree in Finance, Business Administration, Law, Economics, or a related field.
+ Master's degree or relevant professional certifications (e.g., FRM, PRM, CAMS, ICA qualifications) are a plus.
**Skills & Competencies**
+ **Regulatory Knowledge:** Understanding of banking regulations, corporate governance principles, and conduct risk expectations.
+ **Analytical Skills:** Excellent analytical and problem-solving abilities, with a keen eye for detail and the capacity to synthesize complex information.
+ **Communication:** Exceptional verbal and written communication skills, with the ability to articulate complex risk concepts to diverse audiences, including senior management and regulators.
+ **Interpersonal Skills:** Strong ability to build relationships, influence stakeholders, and collaborate effectively across all levels of the organization.
+ **Strategic Thinking:** Ability to think strategically and translate regulatory requirements and risk insights into practical and effective business solutions.
+ **Project Management:** Proven ability to manage multiple projects simultaneously, meet deadlines, and deliver high-quality results.
+ **Integrity:** Unquestionable integrity and ethical standards.
+ **Technical Proficiency:** Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with GRC (Governance, Risk, and Compliance) software is a plus.
**Reporting Structure**
The Governance and Conduct Risk Manager will have a direct reporting line to MEA Risk Cluster Head and it will be matrix reporting to UAE Chief Risk Officer.
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**Job Family Group:**
Risk Management
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**Job Family:**
Portfolio Credit Risk Management
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**Time Type:**
Full time
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**Most Relevant Skills**
Analytical Thinking, Credible Challenge, Governance, Monitoring and Evaluation, Policy and Procedure, Policy and Regulation, Product Knowledge, Risk Controls and Monitors, Risk Identification and Assessment, Risk Remediation.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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Portfolio And Conduct Risk Management (UAE Nationals Only) - Dubai
Posted today
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Overview
Role Overview
The Portfolio, Governance and Conduct Risk Manager will be responsible for developing, implementing, and maintaining a robust framework for governance and conduct risk and portfolio management within the bank. This role ensures adherence to regulatory requirements, internal policies, and best practices, fostering a culture of ethical conduct and sound decision-making across the organization. The manager will work closely with various business lines, legal, compliance, and risk management teams to identify, assess, monitor, and mitigate governance and conduct risks.
Responsibilities- Design, develop, and implement the bank’s governance and conduct risk framework, policies, procedures, and standards in line with regulatory expectations and industry best practices.
- Ensure the framework integrates effectively with the overall enterprise risk management (ERM) framework.
- Develop and maintain a robust control environment for governance and conduct risks.
- Conduct regular risk assessments to identify potential governance and conduct risks inherent in business activities, new products, services, and processes.
- Analyze emerging regulatory requirements and industry trends to proactively identify and assess new or evolving governance and conduct risks.
- Facilitate workshops and discussions with business units to understand their specific risk profiles and controls.
- Establish and monitor key risk indicators (KRIs) and key performance indicators (KPIs) related to governance and conduct risk.
- Develop and deliver comprehensive reports on governance and conduct risk exposures, control effectiveness, and mitigation activities to senior management, risk committees, and the Board of Directors.
- Oversee the tracking and resolution of governance and conduct risk issues and incidents.
- Provide expert advice and guidance to business units and support functions on governance and conduct risk matters, including policy interpretation and control implementation.
- Develop and implement conduct-related policies (e.g., conflicts of interest, market conduct, data ethics, employee conduct) and ensure their effective communication and adoption.
- Develop and deliver training programs to raise awareness and understanding of governance and conduct risk principles, policies, and expected behaviors across the bank.
- Champion a strong risk culture and ethical conduct throughout the organization, promoting transparency, accountability, and integrity.
- Stay abreast of changes in global and local regulatory landscapes pertaining to governance and conduct risk.
- Assist in preparing for and responding to regulatory examinations and requests related to governance and conduct risk.
Education
- Bachelor’s degree in Finance, Business Administration, Law, Economics, or a related field.
- Master’s degree or relevant professional certifications (e.g., FRM, PRM, CAMS, ICA qualifications) are a plus.
Skills & Competencies
- Regulatory Knowledge: Understanding of banking regulations, corporate governance principles, and conduct risk expectations.
- Analytical Skills: Excellent analytical and problem-solving abilities, with a keen eye for detail and the capacity to synthesize complex information.
- Communication: Exceptional verbal and written communication skills, with the ability to articulate complex risk concepts to diverse audiences, including senior management and regulators.
- Interpersonal Skills: Strong ability to build relationships, influence stakeholders, and collaborate effectively across all levels of the organization.
- Strategic Thinking: Ability to think strategically and translate regulatory requirements and risk insights into practical and effective business solutions.
- Project Management: Proven ability to manage multiple projects simultaneously, meet deadlines, and deliver high-quality results.
- Integrity: Unquestionable integrity and ethical standards.
- Technical Proficiency: Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with GRC (Governance, Risk, and Compliance) software is a plus.
The Governance and Conduct Risk Manager will have a direct reporting line to MEA Risk Cluster Head and it will be matrix reporting to UAE Chief Risk Officer.
Job Details- Time Type: Full time
- Job Family Group: Risk Management
- Job Family: Portfolio Credit Risk Management
- Analytical Thinking
- Credible Challenge
- Governance
- Monitoring and Evaluation
- Policy and Procedure
- Policy and Regulation
- Product Knowledge
- Risk Controls and Monitors
- Risk Identification and Assessment
- Risk Remediation
For complementary skills, please see above and/or contact the recruiter.
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
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Portfolio And Conduct Risk Management (UAE Nationals Only) - Dubai
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Wealth Management Partner
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Our client is a prestigious member of the FTSE 100, managing over 150 billion GBPin Client Funds Under Management. Globally, they are a prominent wealth management firm for the expatriate community, with established internationaloffices in Dubai, Hong Kong, and Singapore.
Responding to the changing needs and demographics of the expatriate community, our client is extending its reach into the UAE. They are seeking seasoned financial advisers to cater primarily to the UAE's large expatriate community, though the scope is not limited to this region. This presents an exceptional opportunity for dedicated and ambitious individuals to enhance their career experience and, in partnership with the client, develop personal and business equity in one of the world's most dynamic economies.
The success of our client is deeply rooted in their commitment to quality, face-to-face wealth management advice and in building long-term, trusted client relationships. The firm's distinction is also attributed to its unique Investment Management Approach.
What our client offers to a successful candidate:
- Comprehensive training and development for securing local qualifications and licensing
- Practice management and tailored marketing support
- Access to extensive support resources available to all partners of the client
- Access to research and insights from an industry-leading investment team
- A dynamic and engaging office environment with supportive, driven colleagues
A little about the ideal candidate:
- Degree-holder and industry-qualified level 4 minimum.
- Experienced or currently practicing as an adviser
- Proven track record in business networking
- Exceptional sales skills in advisory services
- Driven by the commitment to providing outstanding client experiences
- Highly motivated and goal-oriented, aspiring to succeed and build a business
If you believe your skills and experience are a good fit for this opportunity, we encourage you to apply.
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Specialist - Retail Wealth Management
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Embark on a journey where your unique contributions are celebrated, and your professional growth is embraced. At ADCB, we nurture a diverse, inclusive community where every voice is valued.
About the business areaThe Retail Banking Group (RBG) supports retail and micro-business customers in managing their finances, through expert advice and the provision of a full suite of specialist products and services in conventional and Shari’ah compliant banking. The business is committed to driving digital innovation to deliver excellence in customer service. We are actively seeking an ambitious professional to join our Retail Banking team at ADCB to work alongside passionate colleagues who share your ambition to redefine excellence in UAE banking.
In this role, your key responsibilities include- Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management’s customer value propositions.
- Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
- Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
- External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
- Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
- Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
- Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
- Self-Management- Manage self in line with the Bank’s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
- Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank’s required levels of service in all internal and external customer interactions.
- At least 4 years of experience in a Banking/financial institution
- Bachelor’s Degree in Finance, Business, or Economics
- Chartered Financial Analyst (CFA) or Financial Planning Designation Course from a Reputable Institute
- Written and spoken English
- Knowledge of sales and financial products including leveraged solutions
- Knowledge of financial markets, including products such as Mutual Funds, Exchange-Traded Funds (ETFs) Bonds and equities
- Competitive Salary : The indicative pay range for this role is 18000 AED– 26000AED per month. Additionally, all employees are eligible to participate in one of our rewarding variable pay plans.
- Comprehensive Benefits Package : This includes market-leading medical insurance, group life and personal accident insurance, paid leave and leave airfare, employee preferential rates on loans and finance facilities, staff discounts and offers, and children education assistance (for certain job levels).
- Flexible and Remote Working Options : We understand the importance of work-life balance and offer flexible working arrangements, subject to eligibility and job requirements.
- Learning and Development Opportunities : We value and facilitate continuous learning and personal development, through a variety of exciting learning opportunities, such as structured instructor-led courses, a comprehensive e-Learning catalog, on-the-job training and professional development programs.
At ADCB, we are dedicated to creating a respectful, caring and disciplined work environment that aligns with your career ambitions.
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