Senior HNW Wealth Relationship Manager

Mashreq; Dubai; On-site; AED 360,000 - 600,000; Full time

Job summary

Mashreq in Dubai seeks a Senior Relationship Manager to provide personalized service to HNW clients, growing the Mashreq Gold portfolio and cross-selling wealth products. You will source new business through referrals, marketing activities, and personal contacts, while ensuring clients are aware of all financial services offered by the bank.

Reach targets by up-selling, managing risk, and delivering superior service.

Qualifications

• Strong selling and financial products knowledge required.
• Excellent communication and negotiation skills expected.
• Strong interpersonal and cultural sensitivity for HNW clients.

Responsibilities

• Optimize value of HNW client base by delivering Mashreq Gold products and services.
• Identify client financial needs and cross-sell bank products.
• Achieve revenue goals and portfolio growth across products and services.
• Maintain high profitability of the Gold base while countering competition.
• Acquire new to bank HNW clients.
• Ensure superior client service and proactive issue resolution.
• Uphold AML compliance and ethical selling practices.

Skills

Sales skills

Financial markets knowledge

Interpersonal skills

Cultural sensitivity

Networking skills

Education

University degree

CISI ICIWM Level 3

Job description

Mashreq in Dubai seeks a Senior Relationship Manager to provide personalized service to HNW clients, growing the Mashreq Gold portfolio and cross-selling wealth products. You will source new business through referrals, marketing activities, and personal contacts, while ensuring clients are aware of all financial services offered by the bank.

Reach targets by up-selling, managing risk, and delivering superior service.