Relationship Manager - Mashreq Gold

Mashreqbank PSC; Abu Dhabi; On-site; AED 420,000 - 700,000; Full time

Job summary

Mashreqbank PSC in the UAE seeks an experienced HNW Relationship Manager to service and grow Mashreq Gold clients. You will build trusted relationships and drive profitability.

Responsibilities include cross-selling, sourcing new business, client education on services, and achieving set revenue targets with a strong emphasis on compliant and ethical conduct.

Qualifications

• University graduate with strong selling and financial markets knowledge.
• Minimum 5–6 years experience in a similar job with another bank/financial services in the UAE.
• Excellent communication and negotiation skills; CISI certification.

Responsibilities

• Provide personalized service to HNW Mashreq Gold clients and develop close relationships.
• Promote cross-selling of bank products to existing clients.
• Source new business from HNW Mashreq Gold individuals through referrals and contacts.
• Ensure clients are aware of all financial services offered by the bank.
• Meet annual and monthly financial targets including x-sell and up-sell.

Skills

Strong selling

Financial markets knowledge

Interpersonal skills

Cultural sensitivity

Relationship management

Networking skills

Extrovert/amiable personality

Communication skills

Negotiation skills

Education

University degree

CISI certification

Job description

Job description

Job Purpose

• To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.
• Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all 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
• Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers

Key Result Areas

• Optimize the potential value of the client base through the delivery of MG Products and Services
• 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 attritionMaintain proactive client contact.

Skills / Experience

• University Graduate
• Strong selling & financial markets knowledge
• Strong interpersonal skills and cultural sensitivity
• Relationship Management Networking skills
• Extrovert/Amiable personality
• Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
• Excellent communication and negotiation skills
• CISI certified