Wealth Management Product Specialist

Mashreq; United Arab Emirates; On-site; AED 350,000 - 650,000; Full time

Job summary

Mashreq is seeking an experienced investment product specialist to support the distribution of Treasury investment and structured products to wealth clients. You will work closely with Relationship Managers to deliver market insights, product explanations, and execution support.

Responsibilities include promoting products such as structured deposits and FX-linked notes, coordinating pricing with Treasury desks, and monitoring post-sale performance.

Qualifications

• 5–8 years’ experience in investment or structured product sales.
• Strong communication skills and client-facing presence.
• Degree in Finance, Business, or related field.

Responsibilities

• Promote Treasury and structured products to wealth clients via Relationship Managers.
• Provide product explanations, scenarios, and risk disclosures.
• Coordinate pricing and execution with Treasury desks.
• Monitor post-sale performance and client feedback.
• Support training for frontline staff on TGM products.

Skills

Structured products

Client facing

Communication skills

Education

Finance/Business degree

Job description

Mashreq is seeking an experienced investment product specialist to support the distribution of Treasury investment and structured products to wealth clients. You will work closely with Relationship Managers to deliver market insights, product explanations, and execution support.

Responsibilities include promoting products such as structured deposits and FX-linked notes, coordinating pricing with Treasury desks, and monitoring post-sale performance.