Manager, Wealth Management Sales

Mashreq; United Arab Emirates; On-site; AED 350,000 - 550,000; Full time

Job summary

Mashreq is seeking a seasoned investment/structured product sales professional to support the distribution to wealth clients. You will work closely with Relationship Managers to promote products, provide market views, and offer execution support.

Key activities include coordinating pricing with Treasury, explaining product scenarios and risk disclosures, monitoring post-sale performance and client feedback, and assisting in training front line staff on TGM products.

Qualifications

• 5–8 years’ experience in investment or structured product sales.
• Strong communication skills and client-facing presence.
• Degree in Finance, Business, or related field.

Responsibilities

• Promote products such as structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.
• Provide product explanations, scenarios, and risk disclosures.
• Coordinate pricing and execution with Treasury desks.
• Monitor post-sale performance and client feedback.
• Support training initiatives for front line staff on TGM products.

Skills

Strong communication

Client-facing

Relationship management

Education

Degree in Finance, Business, or related field

Job description

Job purpose

Support the distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers. Provide product expertise, market views, and execution support.

Key Result Areas

• Promote products such as structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.
• Provide product explanations, scenarios, and risk disclosures.
• Coordinate pricing and execution with Treasury desks.
• Monitor post-sale performance and client feedback.
• Support training initiatives for front line staff on TGM products

Knowledge, Skills and Experience

• 5–8 years’ experience in investment or structured product sales.
• Strong communication skills and client-facing presence.
• Degree in Finance, Business, or related field.