Director Wealth Sales
Mashreq
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Job summary
Mashreq is seeking a senior leader to drive wealth management sales for Treasury products, expanding penetration of structured investments among affluent clients. You will lead a team supporting Relationship Managers and collaborate with product, trading, and marketing to optimize campaigns and pricing.
The role requires deep mastery of structured and investment products, strong leadership, and a track record of building high-performing sales teams within wealth management.
Qualifications
- 12+ years’ experience in wealth or investment product sales.
- Deep understanding of structured and investment products for retail and wealth clients.
- Strong leadership and coaching skills.
- Degree in Finance, Business, or related field.
Responsibilities
- Define and implement sales strategies for products such as structured deposits, FX-linked investments, and fixed-income notes.
- Manage and coach Wealth Sales specialists supporting Relationship Managers.
- Coordinate with product, trading, and marketing teams on campaigns and pricing.
- Ensure adherence to suitability, product-governance, and conduct-risk requirements.
- Monitor sales performance, client satisfaction and portfolio outcomes.
Skills
Education
Job description
Lead the wealth management sales function for Treasury products, driving penetration of investment and structured solutions across affluent and high-net-worth segments in collaboration with Relationship Managers.
- Define and implement sales strategies for products such as structured deposits, FX-linked investments, and fixed-income notes.
- Manage and coach Wealth Sales specialists supporting Relationship Managers.
- Coordinate with product, trading, and marketing teams on campaigns and pricing.
- Ensure adherence to suitability, product-governance, and conduct-risk requirements.
- Monitor sales performance, client satisfaction and portfolio outcomes.
- 12+ years’ experience in wealth or investment product sales.
- Deep understanding of structured and investment products for retail and wealth clients.
- Strong leadership and coaching skills.
- Degree in Finance, Business, or related field.
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