Wealth Adoption Specialist (Temporary 4 Months - Outsourced)

About the role

ADIB Group is hiring a temporary, outsourced Wealth Adoption Specialist in Abu Dhabi for a 4-month assignment. The specialist joins the Wealth Management Platforms and Capabilities team and raises customer awareness, activation and adoption of wealth products and digital platforms. The role covers customer support, outbound engagement and telesales, follow-up on opportunities and service requests, and analysis of customer feedback.

Key responsibilities

• Carry out outbound customer engagement and telesales 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 and materials, without giving investment advice or making suitability decisions.
• Record, classify and follow up customer inquiries, complaints, feedback, leads and call outcomes in the approved systems.
• Follow up interested customers and pending opportunities according to agreed contact plans, service standards and campaign priorities.
• Monitor responses, objections and reasons for non-adoption, and recommend improvements to products, platforms, journeys and communications.
• Prepare activity and outcome reports covering calls, responses, lead status, adoption, conversions, complaints and customer insights.
• Escalate material customer, conduct, system or process issues to the designated manager.

Required profile

• At least 6 months of relevant experience in customer service, telesales, contact centre, banking, investments or digital-product support.
• Experience handling customer inquiries, complaints, follow-ups and sales or adoption campaigns is preferred.

Required skills

• Strong customer service, telesales, communication and interpersonal skills.
• Clear explanation of digital journeys and product information using approved materials.
• Management of customer inquiries, complaints, objections and follow-ups.
• Accurate call disposition, lead tracking, data capture and activity reporting.
• Understanding of customer confidentiality, data privacy, conduct and escalation requirements.