Job Description

Job Responsibility:

The incumbent will be responsible for:

• Work closely with a group of Relationship Managers to Manage and promote investment and Takaful product s (primary function)
• Manage alongside the Relationship Managers, client profiling, sales process for investment, and Takaful products
• Training of Relationship Managers on selling and portfolio management for investments and Takaful
• Liaise with internal stake holders, product providers and various other parties to ensure smooth processing of sales and prompt reply to client enquiries
• Provide support during initiatives aimed to cross-sell initiatives to increase investment, and Takaful product penetrations with in Priority Banking

1. Investment Products revenue growth and penetration increase

• Drive initiatives to increase investment revenues and penetration in priority banking customers
• Manage and meet customers and develop investment proposals for large customers through profiling and model portfolios

2. Takaful Products revenue growth and penetration increase

• Drive initiatives to increase Takaful revenues and penetration in priority banking customers
• Manage and meet customers and develop Takaful proposals for large customers through profiling and model portfolios

3. Training of RMs and on-job coaching

• Train all the RMs on investment and Takaful products
• On the job coaching of RMs for investments and Takaful products

4. Compliance and Prevention of Miss-selling

• Ensure compliance to mentioned polices during investment and Takaful sales process and ensure minimal miss-selling
• Training of RMs on compliance and risks
• Ensure monitoring when required

5. Efficient team oversight and development

• Oversee team activity, Drive revenue, ensure highest quality standards are maintained
• Allocate sub-targets and assist segment to achieve their budgets
• Ensure continuous professional (hard and soft skill) development of team members

6.Product and platform development

• Work closely with product team and various other stake holders to ensure smooth delivery of investment products
• Provide feedback to enhance platform through launch of profiling tools and build up on investment product list and plat

Job Skills & Qualifications:

• Bachelor’s degree in Finance
• CFA certification
• CISI Certification / Other Certifications
• 5+ years of similar experience in other banks or wealth management institutions
• Experience as wealth manager for at least 3 years
• Experience in investment product management of at least 3 years
• Experience across a wide range of Banking areas, e.g. Retail, wealth management, SME

What we offer you:

• Competitive salary package
• Strong emphasis on work-life balance and wellbeing across the bank
• World-class Learning & Development platform and career development
• Generous annual leave entitlement and Private Healthcare
• Preferential banking facilities for employees

EIB

Emirates Islamic was launched in 2004 to deliver the highest standards of banking services in line with Shari'a principles.

As one of the leading Islamic banks in the UAE, Emirates Islamic offers exciting career opportunities for highly motivated professionals and graduates. At Emirates Islamic, we believe that our Employees are our biggest asset and we continuously invest in Talent Management & Training and Development programmes to help them excel professionally and achieve success in their chosen career.

Emiratization is a key strategic objective at Emirates Islamic. We provide training to talented, young Emaratis under dedicated programmes that shape their ambition, passion & commitment and guide them to become the future leaders of the organization as well as the overall financial sector.

We are driven by our values of Innovation, Customer Service, Ambition & Ownership and are always looking for talent to add to our diverse work environment comprising of over 60 nationalities.