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Customer Service Executive in Wealth Management in a Major UAE-Based Bank (Several Positions) -[...]

S.P.S People FZE

Dubai, UAEAED 3,500-8,000/moToday
UAEFinance & AccountingFull Time

Skills Required

GitErpCommunicationCustomer ServiceEnglish

Job Description

OverviewOur client, a major UAE-based bank, is looking for UAE nationals with experience in customer service and in the banking and financial services industries for permanent roles of Customer Service Executives and Senior Customer Service Executives to join their wealth management team in Dubai, United Arab Emirates. There are several positions available. Our client is committed to growth and development of UAE national talent; all these positions are for UAE nationals only.ResponsibilitiesInteract with HNW and UHNW customers in a professional and courteous manner — support customers in all stages of their banking journey and experience.Listen attentively to customer needs and inquiries, providing accurate and timely information regarding banking, wealth products, services and policies.Process a wide range of financial transactions efficiently and accurately, including deposits, investments, withdrawals, fund transfers, cheque processing and bill payments.Handle customer complaints and issues with empathy and professionalism, aiming for first-contact resolution. Escalate more complex issues to the appropriate teams while maintaining ownership of the customer case.Assist customers with account-related services such as opening new accounts, processing account modifications, issuing statements and handling account closures.Educate and guide customers on the use of the bank's digital channels including Online Banking, Mobile App and ATMs to promote self-service and enhance their convenience.Business DevelopmentProactively identify customer needs and financial goals to recommend and cross-sell relevant banking products and services.Achieve individual and team targets for referrals and customer satisfaction KPIs and metrics.Actively participate in sales campaigns and promotional activities.Operations and ComplianceAdhere strictly to all bank policies, operational procedures and service standards; minimize operational risks.Ensure full compliance with the regulations set by the bank and the Central Bank of the UAE including Anti-Money Laundering (AML) and Know Your Customer (KYC) guidelines.Perform due diligence for all new and existing customer transactions and account openings.Maintain accurate records of all customer interactions, transactions and service requests.Qualifications and ExperienceEducation: Bachelor's Degree in Business Administration, Finance, Economics or a related field is required.Experience: A minimum of 1-2 years of experience in a customer-facing or customer service role within the banking or financial services industry in the UAE.Knowledge: Basic understanding of retail banking products, services and operational procedures. Familiarity with the UAE's financial landscape and regulatory environment is an advantage.Required Skills and CompetenciesCommunication: Good verbal and written communication skills. Fluency in English is an advantage.Interpersonal Skills: Strong ability to build rapport with a diverse, multicultural customer base. Must be patient, empathetic and customer-centric.Problem-Solving: Strong analytical and problem-solving skills with the ability to handle challenging situations calmly and effectively.Sales Acumen: A proactive, results-oriented mindset with a natural ability to identify sales opportunities.Technical and Digital Products Proficiency: Proficient in Microsoft Office Suite.Personal Attributes: Professional demeanor and appearance, high level of integrity and ethical standards, strong attention to detail and the ability to work effectively in a fast-paced environment.BenefitsA competitive compensation package shall be discussed with shortlisted candidates.#J-18808-Ljbffr