HNW Relationship Manager & Wealth Advisor

Mashreq; United Arab Emirates; On-site; AED 200,000 - 420,000; Full time

Job summary

Mashreq is seeking a relationship-focused banker to manage a portfolio of HNW Mashreq Gold clients. You will build close relationships to maximize profitable contributions, retain client royalty and promote cross-selling of bank products.

The role includes sourcing new business through referrals and personal contacts, while ensuring clients are aware of all financial services offered by the bank. Responsibilities include reaching financial targets on annual and monthly basis, with emphasis on

Responsibilities

• Portfolio management for HNW Mashreq Gold clients
• Develop close relationships to maximize profitable contributions and client retention
• Promote cross-selling of bank products to existing clients
• Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts
• Ensure clients are aware of all financial services offered by the bank
• Achieve annual and monthly financial targets including cross-sell and up-sell opportunities

Job description

Mashreq is seeking a relationship-focused banker to manage a portfolio of HNW Mashreq Gold clients. You will build close relationships to maximize profitable contributions, retain client royalty and promote cross-selling of bank products.

The role includes sourcing new business through referrals and personal contacts, while ensuring clients are aware of all financial services offered by the bank. Responsibilities include reaching financial targets on annual and monthly basis, with emphasis on