Director, Private Banking: HNW Relationships & Growth

Mashreqbank PSC

Abu Dhabi

On-site

AED 180,000 - 300,000

Full time

2 days ago

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Job summary

Mashreqbank PSC is seeking a Financial Advisor to provide personalized service to a portfolio of High Net Worth clients in Abu Dhabi. The role focuses on enhancing Private Banking sales and cross-selling a broad range of bank products.

The ideal candidate will identify new business through referrals, marketing, and personal contacts, while ensuring compliance and ethical conduct. Responsibilities include optimizing client value, structuring tailored investment advice, and collaborating with bank

Qualifications

University degree or higher.
Strong knowledge of investments and financial markets.
Excellent interpersonal and cross-cultural communication skills.
Relationship management and networking capabilities; extroverted/amiable personality.

Responsibilities

Optimize the value of the client base by delivering Private Banking products and services and identify new customers.
Communicate with HNW clients to tailor advice to their needs.
Collaborate with other bank professionals to service client needs and maximize revenues.
Maximize profitability from Private Banking while countering competition from other providers.
Safeguard the bank from AML fraud and ensure ethical behavior; protect the bank's reputation.
Enhance market profile and awareness; achieve revenue goals across Investments, Term Deposits, CASA, TCM, FX trading, share financing, etc.
Acquire new-to-bank NHW clients and maintain proactive client contact and high service levels.