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

Our client a major UAE-based bank is looking for UAE nationals with experience in customer service and experience 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.

• 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.
  

Requirements

Qualifications and Experience of a Successful Candidate:

• 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.
  

Required Skills and Competencies of a Successful Candidate:

• 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.
  

Benefits