Abu Dhabi Commercial Bank - Abu Dhabi - To be an independent subject matter expert on Investments and BancAssurance products and be responsible for the overall health of clients' WM Product portfolio. Job Purpose The Wealth Management Counsellor (WMC) will act as an independent subject matter expert on Investments and BancAssurance products when dealing with clients, and is responsible for the overall health of clients' Wealth Management Product portfolio. WMC will drive the growth in Asset Under Management (AUM) and Annual Profit Equivalent (APE), by helping clients understand solutions and ensuring Relationship Managers are well trained. WMC will also be responsible to transmit the Advisory Services outputs. Internally WMC will be expected to act as the voice of the client, in supporting the open architecture wealth management proposition. Job Dimensions Quantifiable Client contact in terms of Face-to-Face meetings and telephone calls Number New To wealth Clients Number and severity Client complaints Growth in AU...
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