
Mashreq
Senior Associate, Retail & Wealth Management Origination - Treasury and Capital Markets Sales
- Permanent
- Dubai, United Arab Emirates
- Experience 5 - 10 yrs
- Urgent
Job expiry date: 21/04/2026
Job overview
Date posted
07/03/2026
Location
Dubai, United Arab Emirates
Salary
AED 20,000 - 30,000 per month
Compensation
Comprehensive package
Experience
5 - 10 yrs
Seniority
Senior & Lead
Qualification
Bachelors degree
Expiration date
21/04/2026
Job description
The Senior Associate in Retail & Wealth Management Origination for Treasury and Capital Markets at Mashreq Bank is responsible for driving Treasury product penetration and revenue growth across assigned Retail and Wealth client portfolios. The role entails originating, advising, and executing Treasury solutions, including FX (spot, forwards, swaps, and NDFs), rate-linked deposits, precious metals, and approved structured or yield-enhancement products, while adhering to conduct and suitability standards. The position requires delivering high-quality client advisory, generating market insights, and providing trade ideas aligned with client risk profiles. It involves precise execution of trades, timely settlement, and maintenance of post-trade documentation. The role also emphasizes digital adoption, encouraging client migration to FX-online and mobile Treasury platforms, and enhancing transaction frequency. Collaboration with Retail Relationship Managers and Wealth Management teams is key to jointly identifying opportunities and cross-selling solutions. Staying informed of global macroeconomic developments, policy shifts, and interest rate movements, and communicating relevant insights to clients and internal teams is integral to the role.
Required skills
Key responsibilities
- Drive Treasury product penetration and revenue growth across assigned Retail and Wealth client portfolios
- Originate, advise, and execute Treasury solutions including FX, rate-linked deposits, precious metals, and approved structured or yield-enhancement products
- Deliver market insights and trade ideas aligned with client risk profiles and investment objectives
- Quote, execute, and confirm trades with precision, ensuring timely settlement and proper post-trade documentation
- Promote client adoption of FX-online and mobile Treasury platforms to increase transaction frequency
- Apply conduct and suitability standards, including target-market classification, risk disclosures, and appropriateness testing for each transaction
- Collaborate with Retail RMs and Wealth Management teams to identify Treasury opportunities and cross-sell solutions
- Monitor global macroeconomic events, policy shifts, and rate movements, providing relevant insights to clients and internal stakeholders
Experience & skills
- Bachelor’s degree in Finance, Business, or Economics (ACI or CFA Level I preferred)
- 4–6+ years of experience in Treasury or FX Sales covering Retail and Wealth segments
- Strong technical understanding of FX and rate-linked Treasury products
- Proven experience in client advisory, relationship management, and delivering market insights
- Demonstrated adherence to compliance, control frameworks, and conduct standards
- Experience using e-FX platforms and CRM tools for trade execution and client management
- Ability to collaborate effectively with cross-functional teams including Retail and Wealth Management
- Strong communication, analytical, and advisory skills to interact with high-net-worth clients