Director, Wealth Sales
Mashreq
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Job summary
Mashreq seeks a senior leader to drive the wealth management sales function for Treasury products, targeting affluent and high-net-worth clients in collaboration with Relationship Managers.
The role focuses on defining sales strategies for structured deposits, FX-linked investments, and fixed-income notes, while coaching Wealth Sales specialists and aligning with product, trading, and marketing teams to optimize campaigns, pricing, and governance.
Qualifications
- 12+ years of 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 wealth products across affluent clients.
- 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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