Senior Associate, Retail and Wealth Management

Mashreq Bank; United Arab Emirates; On-site; AED 150,000 - 200,000; Full time

Job summary

A leading financial institution in the United Arab Emirates is looking for a Senior Associate in Retail & Wealth Management Origination. This role focuses on driving Treasury product penetration and revenue growth while maintaining compliance. Candidates should have 4–6 years of relevant experience in Treasury or FX sales, with excellent relationship management skills and a strong technical understanding of FX products. The position is full-time and office-based, aiming to enhance digital adoption and collaborative opportunities.

Qualifications

• 4–6+ years of experience in Treasury or FX Sales, covering Retail and Wealth segments.
• Strong technical understanding of FX and rate-linked Treasury products.
• Excellent relationship management, communication, and advisory skills.

Responsibilities

• Drive Treasury product penetration and revenue growth.
• Originate, advise, and execute Treasury solutions.
• Collaborate with Retail RMs and WM teams to identify Treasury opportunities.

Skills

Client Advisory

Relationship Management

Market Awareness

Execution Quality

Education

Bachelor’s in Finance, Business, or Economics

ACI or CFA Level I preferred

Tools

e-FX platforms

CRM tools

Job description

Senior Associate, Retail & Wealth Mgmt Origination.Sales - Retail & Wealth.Treasury and Capital Markets

United Arab Emirates (Fulltime office (FTO))

Job Description

Job Purpose

• Drive Treasury product penetration, revenue growth, and advisory quality across assigned Retail and Wealth client portfolios.
• Responsible for originating, advising, and executing Treasury solutions — including FX (spot, forwards, swaps, NDFs), rate-linked deposits, precious metals, and approved structured or yield-enhancement products — while maintaining full compliance with conduct and suitability standards.

Key Result Areas

• Revenue Achievement:Meet individual Treasury revenue targets across FX and yield products.
• Client Advisory:Deliver market insights and trade ideas aligned with client risk profiles and objectives.
• Execution Quality:Quote, execute, and confirm trades with precision; ensure timely settlement and post-trade documentation.
• Digital Adoption:Migrate client activity to FX-online and mobile Treasury channels; enhance activation and transaction frequency.
• Conduct & Suitability:Apply target-market classification, risk disclosures, and appropriateness testing for every transaction.
• Relationship Collaboration:Partner with Retail RMs and WM teams to jointly identify Treasury opportunities and cross-sell solutions.
• Market Awareness:Track global macro events, policy shifts, and rate movements; communicate relevant insights to clients and RMs.

Knowledge, Skills and Experience

• Bachelor’s in Finance, Business, or Economics; ACI or CFA Level I preferred.
• 4–6+ years of experience in Treasury or FX Sales, covering Retail and Wealth segments.
• Strong technical understanding of FX and rate-linked Treasury products.
• Excellent relationship management, communication, and advisory skills.
• Proven adherence to compliance and control frameworks; experience using e-FX platforms and CRM tools

Job Info

• Job Identification 4558
• Job Category MashreqBank
• Posting Date 01/28/2026, 07:34 AM
• Apply Before 02/28/2026, 12:00 AM
• Locations United Arab Emirates (Fulltime office (FTO))