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banking consultant

Dhanguard LLC

Dhanguard Consultancy is urgently seeking a proactive and client-focused Banking consultant to join our Banking Sales team. The ideal candidate will be responsible for fostering strong client relationships, focusing on opening corporate accounts, promoting mortgage solutions, mutual funds, and portfolio management services.Key Responsibilities:<ul><li>Develop and maintain relationships with corporate clients to understand their banking and financial needs.</li><li>Assist clients in opening corporate accounts and providing tailored banking solutions.</li><li>Promote and sell mortgage products, mutual funds, and portfolio management services, corporate bank account openings.</li><li>Provide expert advice and guidance on financial products to enhance the client&rsquo;s portfolio.</li><li>Collaborate with internal teams to ensure the delivery of high-quality services to clients.</li><li>Achieve monthly and annual sales targets by actively pursuing new business opportunities.</li><li>Monitor and manage existing client accounts, ensuring satisfaction and retention.</li><li>Conduct market research to stay updated on trends in corporate banking, mortgages, mutual funds, and portfolio management.</li></ul>Requirements:<ul><li>Bachelor's degree in Finance, Business Administration, or related field.</li><li>Proven experience in banking sales, relationship management, or financial services.</li><li>Strong knowledge of corporate banking products, mortgage solutions, mutual funds, and portfolio management.</li><li>Excellent communication, negotiation, and interpersonal skills.</li><li>Ability to build and maintain long-term relationships with clients.</li><li>Goal-oriented with a strong drive to achieve sales targets.</li></ul>Benefits:Competitive salary and performance-based incentives.Opportunities for career growth and professional development.Dynamic and supportive work environment.Email us at: hiring@dhanguard.comJob Type: Full-timePay: AED3,000.00 - AED7,000.00 per monthJob Type: Full-timePay: AED3,000.00 - AED7,000.00 per monthJob Type: Full-timePay: AED3,500.00 - AED5,000.00 per monthJob Type: Full-timePay: AED3,500.00 - AED5,000.00 per month

Banking Consultant (Banking Sales)

BIZ DESIGN CORPORATE SERVICES PROVIDER LLC

Job Title: Banking Sales ConsultantSalary: AED 5,000 &ndash; 6,000 per month + CommissionExperience Required: Minimum 1 year in banking or financial consultancy sales in the UAEWe are seeking a driven and customer-focused Banking Sales Consultant to join our banking consultancy division. The successful candidate will be responsible for acquiring and supporting clients across various industries who require assistance with opening corporate, high-risk, offshore, or HNI bank accounts in the UAE. This is a client-facing role involving direct interaction with business owners, investors, and company representatives, offering tailored banking solutions based on client profiles and jurisdictional requirements.Key Responsibilities:&bull;*	Source and engage prospective clients across diverse industries requiring bank account opening services, including local mainland, free zone, offshore, and international entities.*&bull;*	Identify and consult clients on appropriate banking solutions based on their business model, activity, ownership structure, and risk profile.*&bull;*	Specialize in supporting high-net-worth individuals (HNIs), complex structures, and high-risk business categories.*&bull;*	Maintain regular follow-ups and meetings with clients to ensure smooth onboarding and documentation readiness.*&bull;*	Liaise with banks and internal teams to coordinate end-to-end account opening processes.*&bull;*	Stay updated on banking policies, KYC/AML compliance requirements, and regulatory changes relevant to UAE and offshore banking.*&bull;*	Build a strong pipeline through cold calling, referrals, business networking, and partnerships.*Requirements:&bull;*	Minimum 1 year of proven experience in banking sales or financial consultancy in the UAE.*&bull;*	Sound understanding of UAE banking systems, corporate account structures, and KYC/compliance frameworks.*&bull;*	Experience dealing with offshore jurisdictions and high-risk industries preferred.*&bull;*	Excellent interpersonal, negotiation, and communication skills.*&bull;*	Proficiency in client handling and relationship building.*&bull;*	Must be comfortable with fieldwork and regular client meetings.*&bull;*	UAE driver&rsquo;s license and own car preferred.*What We Offer:&bull;*	Attractive fixed salary: AED 5,000 &ndash; 6,000 per month.*&bull;*	Performance-based commission and bonus structure.*&bull;*	Opportunity to work with a diverse clientele across business sectors and regions.*&bull;*	Dynamic, growth-oriented work environment with career development potential.*Job Type: Full-timePay: AED5,000.00 - AED6,000.00 per monthExperience:<ul><li>banking sales: 1 year (Required)</li></ul>

Banking Sales Consultant

Whizz HR

<div>
 
 WhizzHR is hiring a Bank Account Opening Consultant in Dubai
 
 
 
 
 
 Role Overview:
 
 
 We are looking for an experienced consultant to assist clients with opening and managing corporate bank accounts in the and internationally. The role involves advising on suitable banks, preparing documentation, ensuring compliance, and liaising with relationship managers for smooth account setup.
 
 
 
 
 
 Key Responsibilities:
 
 
 
 
 
 Advise clients on banking options and requirements.
 
 
 
 
 
 Prepare and review KYC/AML-compliant documentation.
 
 
 
 
 
 Coordinate with banks and follow up on applications.
 
 
 
 
 
 Handle compliance queries and provide timely client updates.
 
 
 
 
 
 Support with digital banking setup and related services.
 
 
 
 
 
 Requirements:
 
 
 
 
 
 Bachelor&rsquo;s in Business/Finance or related field.
 
 
 
 
 
 2+ years&rsquo; experience in banking, compliance, or consultancy.
 
 
 
 
 
 Strong knowledge of banking regulations &amp; AML/KYC.
 
 
 
 
 
 Excellent communication and client management skills.
 
 
 
 
 
 Kindly share your Resume at Hello@whizzhr.com
 
</div>

Bank Account Opening Consultant

Barclays

<div>Join us as a Private Banker within either our Levant or GCC/Arab Emirati market teams, where you will work as part of our wider Private Banking team based in Dubai.
This is an exciting time to be joining Barclays due to our plans for rapid growth within the UAE. You will be working amongst a team of experienced Private Banker&rsquo;s, headed up by our new MD for Private Bank within the UAE.
The Private Banking team offers bespoke banking and investment solutions to high-net-worth clients. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes.
Private Bankers are expected to identify, initiate, build and maintain effective introductory relationships with key internal and external stakeholders in order to ensure effective opportunity streams for new clients, assets and revenues. In order to achieve this, you must be proactive in identifying and developing opportunity and must be accomplished in influencing others to create and grow effective partnerships across the organisation, and externally, to drive performance.
What you will be doing:<ul><li>
Manage and grow a portfolio of HNW/UHNW clients within the Levant or GCC/Arab Emirati market, understanding their financial goals and risk appetite</li><li>
Act as the primary point of contact for clients, providing exceptional service and financial advice</li><li>
Conduct regular reviews of clients' investment and financial portfolios</li><li>
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries</li><li>
Deliver high quality bespoke advice, maximising value for our clients and negotiating the best commercial outcome</li><li>
Identify and onboard new clients through networking, referrals, and strategic partnerships</li><li>
Develop and execute tailored strategies to attract and retain wealthy clients in the region</li><li>
Attend client events, wealth management forums, and other high-profile gatherings in the UAE</li><li>
Advise on portfolio management, estate planning, succession, and offshore structuring where relevant</li><li>
Keep clients informed on market trends, economic updates, and investment opportunities</li></ul>
Essential Skills/Basic Qualifications:<ul><li>
Previous experience working as a Private Banker within the Levant or GCC/Arab Emirati market, with a client base of over USD300m</li><li>
Exceptional client servicing and relationship management skills with High-Net-worth Clients and demonstrable experience in building and managing this client base</li><li>
Previous experience in controlling and monitoring of risk within a client book</li><li>
Strong knowledge of global economic and political conditions, current affairs and competitor activity and the impact of these on clients</li><li>
Experience or demonstrated understanding of investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and identification of wealth planning opportunities</li><li>
Ability to adapt to a rapidly changing business including regulatory and technological environment</li></ul>
Desirable skills:<ul><li>
Excellent knowledge of regulated credit agreements/investment advice/deposits/portfolio management services/financial promotions</li><li>
High aptitude and understanding of the digital landscape, with the ability to effectively manage Clients&rsquo; changing needs in this area</li></ul>
You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.
This role is based in Dubai.

Purpose of the role
To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success.
Accountabilities<ul><li>
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.</li><li>
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.</li><li>
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.</li><li>
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.</li><li>
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.</li><li>
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.</li><li>
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.</li><li>
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.</li></ul>
Vice President Expectations<ul><li>
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..</li><li>
If managing a team, they define jobs and responsibilities, planning for the department&rsquo;s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..</li><li>
If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L &ndash; Listen and be authentic, E &ndash; Energise and inspire, A &ndash; Align across the enterprise, D &ndash; Develop others..</li><li>
OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..</li><li>
Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.</li><li>
Manage and mitigate risks through assessment, in support of the control and governance agenda.</li><li>
Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.</li><li>
Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.</li><li>
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.</li><li>
Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.</li><li>
Adopt and include the outcomes of extensive research in problem solving processes.</li><li>
Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.</li></ul>
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship &ndash; our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset &ndash; to Empower, Challenge and Drive &ndash; the operating manual for how we behave.</div>

Private Banker – Levant or GCC/Arab Emirati

First Abu Dhabi Bank (FAB)

<div>
 
 Company Description
 
 
 
 Now it&rsquo;s your time to join the #1 bank in the Middle East and one of the most prestigious financial companies in the region. Shaking up the world of banking requires a lot of smarts and skill. We&rsquo;re looking for the brightest and best to help us reach our goals and we&rsquo;ll also help you reach yours. Your success is our success as you grow stronger in your career. Join us and leave a legacy of your own, as a pioneer in both the company and the industry.
 
 
 
 Job Description
 
 
 
 
 JOB PURPOSE:
 
 
 
 To support the Area Manager &amp; Relationship Managers to grow their assigned portfolio of liabilities customers in defined geographical markets covering service and customer support related activities
 
 
 
 Key Accountabilities
 
 
 
 
 This section shall not be customised to reflect accountabilities which may be unique to one role. Please use Section 5 to capture any accountabilities specific to the role which are over and above those mentioned in this section.
 
 
 
 <ul>
 <li>
 Customer Excellence:
 </li>
 <li>
 Formulate &amp; manage end to end process for all customer communication.
 </li>
 <li>
 Ensure adherence to customer complaint management process by ensuring effective coordination with internal team members, product managers and relevant stakeholders.
 </li>
 <li>
 Responsible to engage with process owners and internal stakeholders for the purpose of NPS monitoring and achieve benchmark scores for the unit.
 </li>
 <li>
 Support implementation of KYC related projects and initiatives
 </li>
 <li>
 Ensure the On-boarding/KYC team processes cases within agreed TAT / SLA.
 </li>
 <li>
 Receive inbound customer calls redirected to RMs by Branches / Call Center / Client Services and attend till resolution of complaint / query response.
 </li>
 <li>
 Obtain customer information and reply to AML alerts raised on assigned accounts within timelines. Co-ordinate for issuance of Liability letter / No Liability letter and subsequent settlement of loan
 </li>
 <li>
 Seek approval and follow-up for reversal of charges incorrectly debited and not as per Schedule of Charges in Agreed charges.
 </li>
 <li>
 Co-ordinate with Customer and Branch in case of call back failures at Branches for transactions. Retrieve and provide bank statement to customers as per request.
 </li>
 <li>
 Arrange high value cash withdrawals / arranging approval for foreign currency withdrawals.
 </li>
 <li>
 Co-ordination with branch for special clearing of cheques, delivery of return cheques to customer PO box.
 </li>
 <li>
 Co-ordination with branch for issuance of foreign currency demand drafts / manager&rsquo;s cheque
 </li>
 <li>
 Follow up with branch for tracking of requests (in case of direct submission of requests in branch e.g.: TT requests / any other maintenance request
 </li>
 <li>
 Pro-actively work to maximize customer satisfaction and requirements of clients. Analyze process issues to streamline the overall customer experience.
 
 
 </li>
 </ul>
 
 Job Context
 
 
 
 <ul>
 <li>
 Evaluate Existing Business Processes &amp; propose Process Improvements
 </li>
 <li>
 Creates processes and integrates voice of the customer insights into cross-functional action plans.
 </li>
 <li>
 Drives root cause analysis and work with all channels to identify and implement business process improvements that will prevent recurrence of issues
 </li>
 <li>
 Formulate &amp; manage end to end process for all customer communication
 
 
 </li>
 </ul>
 
 Frameworks, Boundaries, &amp; Decision Making Authority
 
 
 
 <ul>
 <li>
 Process excellence
 </li>
 <li>
 Customer experience
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 QUALIFICATIONS &amp; EXPERIENCE:
 
 
 
 Graduate with at least 3 years relevant local market knowledge in retail banking product and services
 
 
 <ul>
 <li>
 Sound compliance, ops or product or sales governance background
 </li>
 <li>
 Customer obsessed, change focused pragmatist
 </li>
 <li>
 Good communication &amp; interpersonal skills
 
 
 </li>
 </ul>
</div>

Specialist- Commercial Banking

Tuum

<div><div>Tuum is a next-generation banking platform. We enable fintech and banks to rapidly offer seamless and tailored financial services to their customers. Our core banking platform is revolutionising the financial services industry. The platform is API-based, consisting of flexible and independent modules covering all retail and business banking capabilities for quick and easy integration.</div><div></div><div> 
Launched in 2019, Tuum is headquartered in Tallinn and is backed by investors including BlackFin Capital Partners, Karma Ventures, Portage Ventures, and CommerzVentures.</div><div></div><div> 
Tuum is revolutionizing banking from the inside out. Our next-generation core banking platform enables banks and fintechs to build innovative, customer-centric financial products faster than ever before. We are growing rapidly in the Middle East and looking for a driven and curious Solutions Consultant to join our dynamic team.</div><div></div><div> 
You will be the technical and product expert in the sales cycle, working alongside our Account Executives to show financial institutions the art of the possible with Tuum. You will report directly to our Director of Solution Consulting, a leader who has built the function from the ground up in the region and has a proven track record of mentoring and developing talent. This is a unique chance to learn from one of the best and fast-track your career in the exciting world of fintech.</div>
<h3 class="jobSectionHeader">What You'll Do: Be the technical heart of the deal</h3><ul><li>
As a Solutions Consultant, you will be the bridge between our prospects' business challenges and our platform's capabilities.</li><li>
Discover &amp; Consult: Partner with the sales team to deeply understand a prospect's technical landscape, operational pain points, and strategic goals.</li><li>
Demonstrate &amp; Inspire: Craft and deliver compelling, customized product demonstrations that bring the Tuum value proposition to life, directly addressing the client's needs.</li><li>
Solve &amp; Architect: Own the technical aspects of the sales process. You will confidently manage and respond to RFIs/RFPs, run deep-dive workshops, and design high-level solution architectures that showcase how Tuum can transform their business.</li><li>
Prove the Value: Lead and execute impactful Proof of Concepts (POCs) that prove our platform's capabilities and build immense trust with future customers.</li><li>
Be the Voice of the Market: Act as a crucial feedback loop to our Product and Engineering teams, sharing market insights from your client interactions to help shape the future of the Tuum platform.</li><li>
Enable the Ecosystem: Support our Marketing and Partner teams by helping create technical content, demo videos, and other collateral that fuels our growth.</li></ul><h3 class="jobSectionHeader">
Who We're Looking For: This role is about a specific blend of technical aptitude, business acumen, and a passion for client-facing work</h3><ul><li>
Must-Have Experience: You have hands-on experience as a Solutions Consultant, Pre-Sales Consultant, or a similar client-facing role within a modern software or SaaS company. Your experience includes selling complex technology solutions to financial institutions (banks, fintechs, etc.).</li><li>
Financial Domain Knowledge: You understand the fundamentals of banking (retail or commercial products, payments) and are passionate about the latest trends in fintech and cloud technology.</li><li>
Technical Curiosity: You have a strong grasp of modern enterprise architecture concepts. You're comfortable discussing cloud platforms (AWS, GCP, Azure), APIs, microservices, and the technologies that power them (e.g., Kubernetes, Kafka).</li><li>
Exceptional Communicator: You can translate complex technical concepts into clear, persuasive business value for a range of audiences, from engineers to C-level executives.</li><li>
Collaborative &amp; Driven: You thrive in a team environment, work proactively, and have a strong desire to learn, grow, and contribute to the team's success.</li></ul><h3 class="jobSectionHeader">
What we offer</h3><ul><li>
Competitive salary</li><li>
Tuum stock options</li><li>
Hybrid-working (3 days a week in the office)</li><li>
4 day work week during the summer months (June, July, August)</li><li>
Private health insurance</li><li>
Career opportunities to grow both professionally and personally as we scale</li><li>
Bright and warm-hearted team of professionals delivering great things together</li><li>
All-hands-on-deck-approach (meaning that everyone delivers value regardless of responsibilities)</li></ul><div>
We greatly value the deep industry knowledge that comes from working within a bank. However, for this specific role, prior experience in a client-facing position at a software vendor is essential. The daily rhythm, sales cycle alignment, and consultative approach required to represent a technology platform to multiple clients are unique skills we need from day one. If you are in banking and looking to make the switch to fintech, we encourage you to keep an eye on our careers page for other future opportunities!</div><div></div><div> 
We are an equal opportunity employer and value diversity at our company. We actively hire for cultural growth and welcome people of all ages, backgrounds and value people who take a journey unique to them. Equality, diversity and inclusion are our priority and we are committed to ensuring all job applicants are treated equally. All applicants will be treated fairly and will be considered for employment without discrimination because of ethnicity, race, religion or belief, gender, sexual orientation, gender identity or gender reassignment, family or parental status, pregnancy or maternity, marital or civil partner status, national origin, age, veteran, neurodiversity status or disability status.</div></div>

Solution Consultant

IDS Solution

Job Title: Sales Executive &ndash; Personal LoanCompany: Fintrek Marketing Location: Dubai, UAE Email for Applications: preethij.c@fintrekmarketing.com Website: www.fintrekmarketing.comJob DescriptionFintrek Marketing is hiring motivated and target-driven Sales Executives for Personal Loan products in Dubai. If you have experience in retail banking and personal loan sales, this is your opportunity to join a fast-growing financial services company and build your career in the UAE banking sector.Key Responsibilities<ul><li>Promote and sell personal loan products to customers in the UAE market.</li><li>Generate leads through cold calling, referrals, and customer networks.</li><li>Meet and exceed assigned monthly sales targets.</li><li>Maintain and manage long-term customer relationships.</li><li>Provide excellent customer service and financial guidance.</li><li>Represent the company professionally and build strong brand reputation.</li></ul>Requirements<ul><li>Minimum 6 months of retail banking experience in Personal Loan sales (UAE preferred).</li><li>Excellent communication and interpersonal skills.</li><li>Strong background in customer relationship management.</li><li>Self-motivated, target-driven, and sales-oriented.</li><li>Must be currently based in the UAE.</li></ul>Salary &amp; Benefits<ul><li>Salary: Up to AED 5,000 (based on experience).</li><li>Attractive incentives and commission structure.</li><li>Career growth opportunities in banking and financial services.</li></ul>Why Join Us?At Fintrek Marketing, we believe in empowering our sales force: Lead the Team. Close the Deals. Build the Future.How to ApplySend your updated CV to: preethij.c@fintrekmarketing.com Personal Loan Sales Executive Dubai, Retail Banking Jobs UAE, Loan Consultant Jobs, Personal Loan Sales Officer, Banking Sales Jobs Dubai, Financial Services Careers UAE, Sales Executive Personal Loan, Commission Based Sales Jobs Dubai, Fintrek Marketing CareersJob Types: Full-time, PermanentPay: AED3,000.00 - AED5,000.00 per monthLanguage:<ul><li>Arabic (Preferred)</li></ul>

sales executive - personal loan

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