Manager, Wealth Management Sales

Mashreq Bank PSC; United Arab Emirates; On-site; AED 200,000 - 250,000; Full time

Job summary

A leading financial institution in the United Arab Emirates is looking for a candidate to support the distribution of structured products to wealth clients. Responsibilities include promoting investment products, providing market insights, and coordinating execution with Treasury desks. The ideal candidate should have 5–8 years of investment or structured product sales experience along with strong communication skills and a relevant degree. This role is crucial for enhancing client relationships and product training.

Qualifications

• 5–8 years’ experience in investment or structured product sales.
• Ability to provide product explanations and risk disclosures.
• Experience in coordinating pricing and execution.

Responsibilities

• Promote products such as structured deposits and FX-linked notes.
• Monitor post-sale performance and client feedback.
• Support training initiatives for front line staff on related products.

Skills

Investment sales experience

Strong communication skills

Client-facing presence

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.