About the Role
The Wealth Adoption Specialist is a key member of the Wealth Management Platforms and Capabilities team, tasked with enhancing customer awareness and adoption of Wealth products and digital platforms. This role involves providing customer support, conducting outbound engagement and telesales activities, and following up on customer opportunities and service requests. The specialist will capture and analyze customer feedback and coordinate with relevant teams to ensure timely resolution of issues. A solid understanding of Wealth platforms, customer journeys, and processes is critical for delivering accurate guidance and identifying improvement opportunities for service and adoption.
Ready to apply for roles like this?
Unlock the company name and direct application link. Subscribers get instant access to fresh jobs across Dubai, Abu Dhabi and Riyadh, many with visa support.
Unlock employer & apply directly
Key Accountabilities
- Conduct outbound customer engagement and telesales activities across the approved Wealth product suite to foster awareness, activation, adoption, and funded investment opportunities.
- Explain product features, digital journeys, and onboarding requirements using approved scripts, product materials, and eligibility guidelines, while refraining from providing investment advice or making suitability decisions.
- Record, classify, and follow up on customer inquiries, complaints, feedback, leads, and call outcomes in the approved systems, ensuring all information is complete and accurate.
- Follow up with interested customers and pending opportunities according to 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 regarding calls, customer responses, lead status, adoption, conversions, inquiries, complaints, and key customer insights.
The role emphasizes teamwork, ownership, and the timely completion of assigned tasks, with a need to escalate material customer, conduct, system, or process issues to the designated manager.
Specialist Skills / Technical Knowledge Required
- Strong customer service, telesales, communication, listening, and interpersonal skills.
- Ability to explain digital journeys and product information clearly using approved materials.
- Proficient in managing customer inquiries, complaints, objections, and follow-up activities.
- Accurate call disposition, lead tracking, data capture, and activity reporting.
- Understanding of customer confidentiality, data privacy, conduct, and escalation requirements.
- Action-oriented, organized, and capable of working in a target-driven environment while maintaining service quality.
Previous Experience
- Minimum of 6 months of relevant experience in customer service, telesales, contact center, banking, investments, or digital-product support.
- Preferred experience in handling customer inquiries, complaints, follow-up activities, and sales or adoption campaigns.
