HNW Wealth Relationship Manager

Mashreq

United Arab Emirates

On-site

AED 240,000 - 360,000

Full time

24 hours ago
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Job summary

Mashreq in the United Arab Emirates is seeking a Private Banker to engage high-net-worth clients, assess financial needs and tailor investment and banking solutions.

You will drive revenue and portfolio growth across products, counter competitor offerings, acquire new HNW clients, and deliver exceptional service while maintaining strict AML and ethical standards.

This role emphasizes proactive client contact, market visibility and retention.

Qualifications

  • Experience in private banking or wealth management.
  • Proven ability to acquire high-net-worth clients.
  • Strong regulatory and ethics compliance awareness.

Responsibilities

  • Communicate with HNW client and identify their financial needs.
  • Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services.
  • Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities.
  • Acquire New to Bank HNW clients.
  • Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
  • Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
  • Enhance market profile and awareness.
  • Minimize customer attrition.
  • Maintain proactive client contact.

Skills

HNW client servicing
AML awareness
Wealth management

Tools

CRM software

Job description

Mashreq in the United Arab Emirates is seeking a Private Banker to engage high-net-worth clients, assess financial needs and tailor investment and banking solutions.

You will drive revenue and portfolio growth across products, counter competitor offerings, acquire new HNW clients, and deliver exceptional service while maintaining strict AML and ethical standards.

This role emphasizes proactive client contact, market visibility and retention.

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