Customer Service Executive in Wealth Management in a Major UAE-Based Bank (Several Positions) - for UAE Nationals Only

• Interact 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 banks digital channels including Online Banking Mobile App and ATMs to promote self-service and enhance their convenience.
  

B. Business Development:

• Proactively 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.
  

C. Operations and Compliance:

• Adhere 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.
  

• Education: Bachelors 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 a 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 UAEs financial landscape and regulatory environment is an advantage.
  

• Communication: 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.