Relationship Manager - Mashreq Gold

Mashreq; United Arab Emirates; On-site; AED 300,000 - 540,000; Full time

Job summary

Mashreq is seeking a skilled HNW Relationship Manager to service Mashreq Gold clients in the UAE. You will develop close relationships, promote a broad range of bank products, and source new business through referrals and personal networks.

With a university degree and CISI certification, you will drive revenue growth, maintain high service standards, and ensure ethical banking practices while expanding the client base within a competitive market.

Qualifications

• Strong selling and financial markets knowledge required.
• Excellent communication and negotiation skills.
• Strong interpersonal skills and cultural sensitivity.
• Relationship management and networking skills essential.
• Extrovert/amiable personality is a plus.

Responsibilities

• Provide portfolio service to HNW Mashreq Gold clients and build close relationships.
• Promote cross-selling of bank products to existing clients.
• Source new business from HNW Mashreq Gold individuals via referrals and marketing activities.
• Ensure clients are aware of all financial services offered by the bank.
• Meet annual and monthly revenue targets including cross-sell and up-sell.

Skills

Sales skills

Financial markets knowledge

Interpersonal skills

Relationship management

Networking

Communication

Education

University Graduate

CISI certified

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 attrition
• Maintain 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