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- United Arab Emirates
- Emirate of Umm Al Quwain
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banking advisor jobs in Umm Al Quwain
A leading banking institution in the United Arab Emirates is seeking a dynamic customer service representative to enhance customer loyalty. The role involves interacting with customers over the phone to meet their banking needs and provide excellent service. Candidates should have a university degree, preferably with a finance component, and 1-3 years of experience. Strong communication and...
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...
A leading financial institution in the United Arab Emirates seeks a skilled professional to manage investment and insurance sales for Business Banking. The role involves driving growth, supporting cross-selling of investment products, and requires strong communication and analytical skills. Candidates should have a graduate degree and at least 6 years of experience in wealth management. SCA...
A leading bank in the UAE seeks to enhance customer experiences by hiring professionals to manage financial services effectively. Candidates should have a university degree and 2-3 years of banking experience, with strong interpersonal skills and the ability to work under pressure. The role demands achieving specific targets and providing superior service. This is a full-time office role located...
A leading banking institution in the United Arab Emirates is seeking a motivated individual to sell personal banking products and maintain strong client relationships. You will achieve sales targets, prospect for new clients, and conduct marketing activities. The ideal candidate should possess strong sales skills, ensure compliance with banking policies, and uphold the highest ethical standards....
Overview The Principal and Client Partner is a senior leadership role that integrates strategic consulting, business development, and delivery oversight. This role is responsible for owning client relationships end-to-end, driving revenue growth, and ensuring successful execution of engagements. Acting as a trusted advisor to clients and a cross-functional leader within Mastercard, the Client...
A leading banking institution in the UAE is seeking a Senior Home Finance Advisor to achieve acquisition targets and comply with bank guidelines. The role encompasses sourcing applications, ensuring all documentation is complete, and identifying new business opportunities. Candidates should possess strong sales experience and knowledge of the real estate market. Banking experience is a benefit...
A leading External Asset Manager in DIFC is seeking an Investment Advisor to manage and advise a portfolio of UHNW/HNW clients, delivering tailored discretionary and advisory investment solutions across global markets. Responsibilities - Work with a Senior Partner to advise UHNW/HNW clients on multi‐asset portfolios (equities, fixed income, alternatives, structured products). - Deliver...
Our client is a boutique luxury investment house specializing in rare and fine wines as long term financial assets. The firm curates exceptional vintages for wealth preservation, portfolio diversification, and legacy building, delivering a discreet, white glove experience to Ultra High Net Worth Individuals worldwide. With secure storage facilities in Bordeaux, a global network of elite...
Role: Investment Advisor – Wealth & Priority Coverage Advisory Location: Sharjah Role Purpose: This role involves collaborating with RMs across Priority coverage teams, ensuring the suitability of investment products, conducting regular portfolio reviews, and providing rebalancing recommendations based on the client's risk appetite and time horizon. Drive sales quality and client satisfaction...
We are currently seeking dynamic and results-driven Life Insurance Advisors to join our high-performing onshore sales team and contribute to our continued growth. Key Responsibilities - Conduct outbound calls and respond promptly to inbound inquiries regarding life insurance, savings, and investment-linked products. - Understand client needs, affordability, long-term financial goals, and...
A leading bank in the UAE is seeking a Sales Representative to sell personal banking products. Key responsibilities include achieving monthly sales targets and managing relationships with approved companies. The role requires confidence in sales and at least 2 years of experience in a sales environment. Candidates should possess basic knowledge of retail banking processes. Join a dynamic team in...
Our Purpose Mastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks combine to deliver a...
Job Purpose To delight internal and external customers over the telephone. Key Responsibilities - Interact with customers over the phone to understand their banking needs. - Provide excellent customer service to achieve customer loyalty. - Resolve problems over the telephone on the spot. - Convert sales opportunities to meet financial targets. - Clarify and explain procedures and products over...
A leading investment firm in the United Arab Emirates is seeking a skilled Investment Sales Manager to manage end-to-end sales for Business Banking. The ideal candidate should have a graduate degree, at least 6 years of experience in wealth management, and be SCA Certified. Responsibilities include driving growth of the investment business, educating teams on investment opportunities, and...
A leading banking institution in the United Arab Emirates is seeking an experienced professional to manage and promote investment and Takaful products. You will work closely with Relationship Managers, drive revenue growth, ensure compliance, and provide training to the team. The ideal candidate holds a Bachelor's degree in Finance, has relevant certifications, and possesses over 5 years of...
Role Senior Home Finance Advisor Location UAE Role Purpose Responsible to accomplish the acquisition targets month on month within the approved guidelines of the bank. Key Accountabilities of the role - To source home finance applications from the eligible target segment of the bank - To ensure that individual targets are met month on month - To identify business development opportunities...
A prominent financial institution in the United Arab Emirates is seeking a professional to perform Investment Advisory (IA) services. The role involves managing and overseeing substantial Fixed Income portfolios across various commercial segments, supporting Private Banking activities, and mentoring junior staff. This is an opportunity to shape investment views and create marketable products,...
Job Purpose To delight internal and external customers over the telephone. Key Responsibilities - Interact with customers over the phone to understand their banking needs. - Provide excellent customer service to achieve customer loyalty. - Resolve problems over the telephone on the spot. - Convert sales opportunities to meet financial targets. - Clarify and explain procedures and products over...
A leading bank in the UAE is seeking a Fulltime office employee to provide exceptional financial services to customers. The role involves achieving sales targets, managing client relationships, and ensuring high standards of customer service. Successful candidates will possess thorough knowledge of retail banking, excellent interpersonal skills, and be a university graduate with relevant...