Specialist - Retail Wealth Management

In this role, your key responsibilities include :

• Asset Growth/Portfolio Management - Support in the assessment of customer needs requirements provide oversight on all first time leverage requests and review all early sales of securities or those involving large losses to support wealth management s customer value propositions.
• Proposition/Product Development- Provide support to the Investments and Bancassurance product teams in developing a cohesive long term proposition strategy.
• Continuous Improvement- Assist in implementing change initiatives and programmes that drive efficiencies execute implementation plans and track achievements.
• External Promotion/Advisory Services- Promote wealth management products provide advice to clients manage complaints and ensure client understanding of solutions
• Internal Advice /Guidance - Provide expertise to RMs to ensure adequate knowledge and improve investment book quality.
• Risk Management and Compliance -Review and adhere to regulations monitor risk levels implement strategies and ensure sales quality.
• Policies, Processes, Systems and Procedures- Adhere to all relevant organizational and departmental policies, processes, standard operating procedures and instructions so that work is carried out to the required standard and in a consistent manner while delivering the required standard of service to customers and stakeholders.
• Self-Management- Manage self in line with the Bank s people management policies, procedures, processes and practices to ensure adherence and to maximize own contribution to business performance.
• Customer Service- Demonstrate Our Promise and apply the ADCB Service Standards to deliver the Bank s required levels of service in all internal and external customer interactions.