Wealth Relationship Manager

Website Mashreq Bank

Job Description:

Relationship Management Networking skills

Job Responsibilities:

  • Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.
  • Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.
  • 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.
  • 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.
  • Ensure clients are aware of all financial services offered by the bank

Job Requirements:

    • Extrovert/Amiable personality
    • Maintain proactive client contact.
    • Minimize customer attrition
    • Enhance market profile and awareness
    • Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
    • Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
    • Excellent communication and negotiation skills
    • Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
    • Acquire New to Bank HNW clients.
    • Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
    • Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
    • Communicate with HNW client and identify their financial needs
    • CISI certified – level 1
    • Behavioral Competencies

Job Details:


Company: Mashreq Bank

Vacancy Type: Full Time

Job Location: Dubai, UAE

Application Deadline: N/A

To apply for this job please visit www.linkedin.com.


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