Assets Trade Specialist - Emirati National
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Key skills for this role
About the Role
Union Insurance seeks an Assets Trade Specialist (Emirati National) to execute asset trades for investment and protection products. The role involves trade execution, customer service, transaction processing, and stakeholder collaboration.
Key Skills for This Role
Responsibilities
- Oversee end to end execution of asset exchanges and trade transactions for investment and protection products.
- Ensure all trades are processed accurately, within defined timelines, and in line with regulatory and internal compliance requirements.
- Coordinate with internal and offshore teams to facilitate seamless trade settlement and execution.
- Process all trade related documentation and administrative activities.
- Deliver excellent customer service by responding to trade and dealing related inquiries via email and telephone.
- Provide accurate information on fund portfolios, pricing, dealing procedures, markets, and currencies.
- Build and maintain strong, trust based relationships with customers.
- Handle customer complaints effectively, ensuring timely resolution and continuous follow up.
- Prepare and issue valuation statements promptly and accurately.
- Ensure timely processing of regular withdrawals and other recurring transactions.
- Monitor and maintain the accuracy of customer accounts and transaction records.
- Maintain an in depth understanding of UIC products and competitor offerings.
Requirements
- Bachelor's degree in Finance & Administration, or a related field
- Minimum 2+ years of experience in asset trading, investment operations, banking, or the insurance industry
- Strong understanding of investment products, fund operations, and trade lifecycle
- Excellent communication and customer service skills
- Attention to detail and accuracy in transaction processing
- Proficiency in MS Office (Excel, PowerPoint)
- LOMA, CII, or equivalent insurance/financial certifications are an added advantage
Full Job Posting
Job Overview
- To ensure accurate and timely execution of asset trades across investment and protection products while delivering high service standards, maintaining customer satisfaction, and supporting effective product marketing through strong operational and product knowledge.
Key Responsibilities
- Oversee end to end execution of asset exchanges and trade transactions for investment and protection products.
- Ensure all trades are processed accurately, within defined timelines, and in line with regulatory and internal compliance requirements.
- Coordinate with internal and offshore teams to facilitate seamless trade settlement and execution.
- Process all trade related documentation and administrative activities.
- Deliver excellent customer service by responding to trade and dealing related inquiries via email and telephone.
- Provide accurate information on fund portfolios, pricing, dealing procedures, markets, and currencies.
- Build and maintain strong, trust based relationships with customers.
- Handle customer complaints effectively, ensuring timely resolution and continuous follow up.
- Maintain detailed records of customer interactions, transactions, and documentation.
- Prepare and issue valuation statements promptly and accurately.
- Ensure timely processing of regular withdrawals and other recurring transactions.
- Monitor and maintain the accuracy of customer accounts and transaction records.
Qualifications & Experience
- Bachelor's degree in Finance & Administration, or a related field.
- LOMA, CII, or equivalent insurance/financial certifications are an added advantage.
- Minimum 2+ years of experience in asset trading, investment operations, banking, or the insurance industry.
- Prior experience in investment management or financial services is preferred.
- Experience in developing marketing messaging and sales collateral is a plus.
Key Skills & Competencies
- Strong understanding of investment products, fund operations, and trade lifecycle.
- Excellent communication and customer service skills.
- Attention to detail and accuracy in transaction processing.
- Ability to manage multiple tasks and meet tight deadlines.
- Proficiency in MS Office (Excel, PowerPoint); knowledge of design tools (e.g., InDesign) is an advantage.
- Problem solving mindset with strong analytical abilities.
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