Wealth Adoption Specialist

Job Title: Wealth Adoption Specialist

Job Code: JPC - 6735

Location : Abu Dhabi

Experience: 1-4 year

Education: Associate Degree

Industry: Banking

Language: English

Job Description

• Conduct outbound customer engagement and telesales activities across the approved Wealth product suite to support awareness, activation, adoption and funded investment opportunities.
• Explain product features, digital journeys and onboarding requirements using approved scripts, product materials and eligibility guidelines, without providing investment advice or making suitability decisions.
• Record, classify and follow up customer inquiries, complaints, feedback, leads and call outcomes in the approved systems, ensuring complete and accurate information capture.
• Follow up interested customers and pending opportunities in line with agreed contact plans, service standards and campaign priorities.
• Monitor customer responses, objections, recurring issues and reasons for non-adoption; consolidate insights and recommend opportunities to improve products, platforms, journeys and communications.
• Prepare accurate activity and outcome updates covering calls, customer responses, lead status, adoption, conversions, inquiries, complaints and key customer insights.
• Demonstrate teamwork, ownership and timely completion of assigned tasks, and escalate material customer, conduct, system or process issues to the designated manager.