Forex Specialist - Private Banking Product

Mashreq; Dubai; On-site; AED 320,000 - 520,000; Full time

Job summary

Mashreq seeks an accomplished Advised FX Sales professional to drive growth within Private Banking by supporting Relationship Managers and delivering client-focused FX solutions. The role coordinates FX sales, product education, and client engagement across portfolios.

You will identify opportunities, coach RM teams, and promote a full suite of FX products to strengthen Mashreq's position as a preferred treasury partner for affluent clients.

Qualifications

• Minimum 5 years of client-facing FX or treasury sales experience.
• MBA in Finance or equivalent professional qualification.
• SCA level 3 certification.
• Strong analytical capability and attention to detail.
• Experience in Private Banking/high-net-worth client segments is preferred.

Responsibilities

• Coordinate Advised FX sales activities across Private Banking with RM, Client Service Managers, Investment Advisors and product/channel partners.
• Maintain close client engagement to increase wallet share and position Mashreq as a primary FX provider.
• Support RMs in identifying, prioritizing, and converting FX opportunities.
• Provide joint client calling support and propose suitable FX ideas to drive transactions.
• Coach RMs on FX opportunities, client conversations, and product positioning to maintain momentum.
• Promote FX products including cash FX, forwards, margin FX, and structured treasury solutions.
• Drive new-to-bank business and penetration through proactive client engagement and cross-referrals.
• Provide market-driven FX ideas and regular client meetings to maximize activity.

Skills

FX sales

Relationship management

Financial analysis

MBA in Finance

SCA Level 3

Education

MBA in Finance

Job description

Job Description:

Job Purpose

Drive growth in Advised FX business from Private Banking clients by supporting Relationship Managers, identifying opportunities, and delivering client-focused FX solutions.Act as a specialist coordinator for Advised FX sales activities, product education, client engagement and business development across Private Banking portfolios.

Core Responsibilities

• Coordinate all Advised FX related sales activities across Private Banking, working closely with Relationship Managers, Client Service Managers, Investment Advisors, Unit Heads and internal product or channel partners.
• Maintain close client engagement to increase wallet share, deepen relationships, and position the bank as a primary provider for FX and treasury solutions.
• Support Relationship Managers in identifying, prioritizing, and converting FX opportunities across affluent and Private Banking client segments.
• Provide joint client calling support with Relationship Managers to understand client needs, propose suitable FX ideas and help drive transaction conversion.
• Coach and mentor Relationship Managers on FX opportunities, client conversations, product positioning and sales momentum.
• Promote relevant FX products including cash FX, FX forwards, margin FX, margin options, dual currency investments and other structured treasury solutions in line with suitability and governance standards.
• Drive new-to-bank business and increase penetration in identified target segments through proactive client engagement and cross-referrals.

Customer Engagement

• Provide active trade ideas and market-driven FX suggestions to clients, where suitable and in line with advisory standards.
• Support Dual Currency Investment opportunities as enhanced-yield solutions for short-term surplus cash, helping retain client funds within the bank.
• Support margin FX trading, margin options and FX forwards for clients with appropriate risk appetite and eligible requirements.
• Conduct regular client meetings and structured follow-ups to maximize transaction activity and improve client engagement.
• Maintain strong working relationships with Relationship Managers, Client Service Managers, Investment Advisors, Unit Heads, Proposition teams, Treasury, Operations, Product, Technology and support functions.
• Operate within approved policies, product governance, client suitability requirements, operational controls, and relevant internal procedures.
• Provide structured feedback to business and product teams on client needs, process improvements, and market opportunities.
• Support achievement of annual FX revenue targets through disciplined sales planning, client prioritization, and proactive opportunity management.
• Provide day-to-day training, mentoring and guidance to Relationship Managers to strengthen FX sales capability.
• Analyze client behavior, market data, competition, and transaction patterns to identify business opportunities and portfolio gaps.
• Guide Relationship Managers on client outreach, target-segment activation and follow-up actions to improve FX penetration.

Skills & Experience

• Minimum 5 years of relevant experience in a client-facing FX or treasury sales role, preferably covering Private Banking, affluent or high-net-worth client segments.
• MBA in Finance from a reputed university or equivalent professional qualification, where applicable.
• SCA level 3 certification
• Strong analytical capability, attention to detail and ability to translate market themes and client data into practical trade ideas and business actions.
• Prior sales experience in institutions with a primary or significant FX and treasury business will be an added advantage..