Senior Relationship Manager - Mashreq Gold.RBU- Dubai Internet City - MG.41.Retail Banking Group

Mashreq Bank PSC; United Arab Emirates; On-site; AED 120,000 - 200,000; Full time

Job summary

A leading financial service provider in the United Arab Emirates is seeking an experienced professional to manage a portfolio of High Net Worth clients. The role focuses on developing strong client relationships, achieving sales targets, and maximizing profitability while delivering exceptional service. Candidates should have a minimum of 5-6 years of experience in banking or financial services, strong financial market knowledge, and excellent communication skills. This position offers opportunities for career growth within a dynamic environment.

Qualifications

• 5-6 years experience in a similar job with another bank/financial services in the UAE.

Responsibilities

• Provide personalized service to HNW clients and develop close relationships.
• Achieve maximum profitable contribution and sales targets.
• Acquire new HNW clients while maintaining superior customer service.

Skills

Strong selling

Financial markets knowledge

Strong interpersonal skills

Relationship Management Networking skills

Excellent communication skills

Negotiation skills

Education

University Graduate

CISI certified – level 3

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.

Knowledge, Skills and 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 – level 3