Senior Relationship Manager - MG.Retail Banking Group

Mashreqbank PSC; United Arab Emirates; On-site; AED 200,000 - 300,000; Full time

Job summary

A leading financial services provider in the UAE is seeking an experienced individual to manage a portfolio of high-net-worth clients. The role involves providing personalized services, achieving financial goals, and maximizing profitability. Candidates should have a university degree, a minimum of 5-6 years of relevant experience, and strong communication skills. This position requires a proactive approach to client management and a focus on developing long-term relationships with clients.

Qualifications

• Minimum of 5-6 years experience in a similar job with another bank/financial services in the UAE.
• Strong relationship management and networking skills.
• Extrovert or amiable personality required.

Responsibilities

• Provide personalized service to HNW clients and develop close relationships.
• Achieve revenue goals, sales and portfolio growth targets.
• Maximize profitability while countering competition.

Skills

Strong selling & financial markets knowledge

Strong interpersonal 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 preempting 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.