About the Role
The Open Market Advisor drives acquisition, revolving, and borrowing results through need-based selling. They manage company relationships, support employees with banking needs, improve the company's penetration, and refer suitable customers to specialist businesses.
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Role Responsibilities:
- Deliver business performance
Maximize business opportunities within the assigned companies. Meet targets across acquisition—excluding Premier—revolving credit, borrowing, customer experience, and quality KPIs. Build long-term relationships with key contacts within assigned Open Market portfolio. Identify new business opportunities within and work closely with the Open Market Sales Manager to drive acquisition and cross-sell.
- Manage assigned company relationships
Act as the primary banking contact for employees of assigned companies and build long-term relationships with key company contacts.
- Identify and develop business opportunities
Maximize opportunities within assigned and non-Approved Employee List companies, working with Sales Managers to drive acquisition and cross-selling.
- Understand customer needs and make referrals
Use the EDRAS need-based selling methodology and refer suitable customers to Wealth, International Banking Corridors, and Private Banking.
- Provide personalized customer service
Manage customer expectations, promote digital services, act as a Service Ambassador, and resolve complaints within the required SLA.
- Maintain activity, quality and compliance standards
Ensure compliance with internal and external regulations such as Group policies on compliance and money laundering deterrence, contain risk within the team and reinforce/strengthen the Money Laundering and Compliance policy.
Requirements:
- Strong knowledge of IWPB offerings
Understand the company's products, propositions, services, and global service standards, and explain them clearly to customers.
- Effective relationship-management and sales capability
Build trusted relationships with company contacts and high-net-worth clients, using a needs-based approach to achieve acquisition, revolving, and borrowing outcomes.
- Excellent communication and negotiation skills
Communicate confidently with customers, colleagues, and external stakeholders, while negotiating suitable solutions and managing expectations.
- High activity discipline and organization
Plan company visits and customer contacts effectively, action CRMS leads daily, maintain sales records, and manage the pipeline with reliable follow-through.
- Customer focus and problem-solving
Provide personalized service, identify the right proposition, resolve issues and complaints within SLA, and ensure smooth handovers where specialist support is needed.
- Strong risk awareness and professional conduct
Follow the company's policies, regulatory requirements, AML controls, and internal procedures, maintain input discrepancies below 5%, complete mandatory training, and demonstrate company values consistently.
- A graduation degree is essential for obtaining a UAE visa and work permit. If your university certificate is from outside the UAE, up-to-date attestations and equivalency are also mandatory (Recognition of Higher Education Qualifications Issued Outside The UAE).
Benefits:
The company is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible work, and opportunities to grow within an inclusive and diverse environment. We believe diversity brings benefits for our customers, our business, and our people. Different ideas and perspectives help us innovate, manage risk, and grow the business in a sustainable way.
