Wealth Specialist - Business Banking
Posted date [2026-05-04]
(ID: 44840)
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As the largest bank in the UAE, FAB has taken decisive steps as a regional pacesetter in the financial industry to bind both ambition and action together to accelerate the pace of positive environmental change. As the first bank in the MENA region to have committed to a target of net-zero emissions by 2050, we're making advances across our own operations in addition to walking alongside our clients as their strategic partner to ensure they can achieve their climate goals.... |
Job Snapshot
* Role: Wealth Specialist - Business Banking
* Location: Abu Dhabi, UAE
* Industry: Banking
* Function: Financial Products Sales-Brokerage
* Experience: Wealth, bancassurance, business banking, or financial product sales experience preferred
* Job Type: Full-time
Position Overview
Wealth Specialist - Business Banking in Abu Dhabi, UAE is a Banking sales and advisory role focused on increasing Wealth and Bancassurance product penetration within the Business Banking customer base. The position supports First Abu Dhabi Bank (FAB) by working closely with Sales and Coverage teams, engaging business banking customers, identifying financial needs, and generating new revenue opportunities through suitable wealth, investment, protection, and bancassurance solutions.
Job Details
Country: UAE
City: Abu Dhabi
Industry: Banking
Function: Financial Products Sales-Brokerage
Salary: 18000-30000
Estimated salary range based on similar jobs in the job city; please confirm the final offer with the employer.
Gender: Any
Candidate Nationality: Any
Job Type: Full-time
Key Responsibilities
* Engage with Business Banking Sales and Coverage teams to identify wealth and bancassurance opportunities within the customer base.
* Drive deeper penetration of Wealth and Bancassurance products among business banking clients.
* Meet customers to understand financial objectives, protection needs, investment preferences, and long-term planning requirements.
* Generate new business opportunities for FAB through suitable wealth, insurance, and financial product discussions.
* Support relationship managers with product expertise, client conversations, and solution positioning.
* Recommend appropriate wealth and bancassurance solutions based on customer needs, risk profile, eligibility, and bank policy.
* Build strong working relationships with internal sales, coverage, product, and service teams.
* Support cross-selling activity while maintaining transparent communication and responsible advisory standards.
* Track customer leads, pipeline activity, conversions, and revenue contribution from assigned opportunities.
* Ensure all customer discussions, product recommendations, and documentation follow FAB policies and regulatory requirements.
* Maintain strong awareness of wealth products, bancassurance solutions, customer suitability requirements, and market developments.
* Provide customers with clear information about product features, benefits, risks, terms, and required documentation.
* Coordinate with internal stakeholders to support smooth onboarding, application processing, and after-sales service.
* Help improve customer experience by responding to queries, following up on pending cases, and escalating issues when required.
* Contribute to business banking growth by increasing share of wallet and strengthening customer relationships.
Ideal Profile
* Experience in wealth management, bancassurance, investment products, financial advisory, business banking, or financial product sales is preferred.
* Strong understanding of Wealth and Bancassurance products within a Banking environment.
* Ability to identify customer needs and match them with suitable financial solutions responsibly.
* Good knowledge of customer suitability, risk profiling, documentation, compliance, and regulatory expectations.
* Strong sales, communication, relationship-building, and client engagement skills.
* Comfortable working with relationship managers, coverage teams, product specialists, and business banking customers.
* Ability to manage leads, follow up on opportunities, and support revenue growth targets.
* Professional approach to customer conversations, financial needs analysis, and product explanation.
* Strong attention to detail when handling customer information, applications, and product documentation.
* Motivated, customer-focused, and able to work in a performance-driven banking environment.
Skills Set
* Wealth product sales
* Bancassurance sales
* Business banking support
* Financial needs analysis
* Customer relationship management
* Cross-selling
* Lead generation
* Investment product awareness
* Insurance product awareness
* Customer suitability assessment
* Risk profiling support
* Product explanation
* Pipeline tracking
* Revenue growth support
* Compliance awareness
* Regulatory documentation
* Relationship manager coordination
* Client advisory support
* Customer service
* Stakeholder collaboration
Why Join Us
* Build a specialist Wealth and Bancassurance career within a leading Banking institution in Abu Dhabi, UAE.
* Work closely with Business Banking customers, relationship managers, sales teams, and product specialists.
* Gain strong exposure to wealth solutions, insurance products, customer planning needs, and financial product growth.
* Contribute to deeper customer relationships, revenue expansion, and responsible financial advisory within the business banking segment.
* Join a trusted financial institution where inclusion, collaboration, customer focus, and professional growth support long-term success.
About the Company
First Abu Dhabi Bank (FAB) is the UAE’s largest bank and a leading financial institution headquartered in Abu Dhabi. FAB provides retail, corporate, Islamic, investment, global markets, business banking, wealth, and bancassurance services across regional and international markets, combining financial strength, innovation, governance, and customer-focused solutions to support individuals, businesses, institutions, and communities.
