
Mashreq
Relationship Manager - High Net Worth Clients (Mashreq Gold, Retail Banking Group)
- Permanent
- Dubai, United Arab Emirates
- Experience 5 - 10 yrs
- Urgent
Job overview
Date posted
26/08/2025
Location
Dubai, United Arab Emirates
Salary
AED 20,000 - 30,000 per month
Compensation
Comprehensive package
Experience
5 - 10 yrs
Seniority
Manager
Qualification
Bachelors degree
Expiration date
10/10/2025
Job description
The Relationship Manager - Mashreq Gold (Retail Banking Group) is responsible for managing a portfolio of High Net Worth (HNW) clients, providing them with personalized service and tailored financial solutions. The role aims to strengthen long-term client relationships, enhance Mashreq Gold balance sheet sales and revenues, and drive cross-selling and up-selling of bank products. Responsibilities include sourcing new HNW clients through referrals and personal contacts, identifying client financial needs, achieving revenue and portfolio growth targets, and maximizing profitability while maintaining client loyalty and retention. The role emphasizes superior customer service, proactive engagement, and safeguarding the bank against AML and fraud risks. The ideal candidate is a university graduate with 5β6 years of experience in a similar role in UAE banking or financial services, strong interpersonal and negotiation skills, financial markets knowledge, and CISI certification. Success in this role requires cultural sensitivity, an extroverted and amiable personality, and a proactive approach to client relationship management.
Required skills
Key responsibilities
- Provide HNW clients with personalized service to strengthen relationships and ensure retention
- Optimize the value of client portfolios by offering Mashreq Gold products and services
- Identify financial needs of HNW clients and provide tailored solutions
- Achieve revenue goals, sales targets, and portfolio growth objectives
- Maximize profitability from Mashreq Gold clients while countering competition
- Acquire New to Bank (NTB) HNW clients through referrals, marketing, and personal contacts
- Maintain high levels of customer service, proactively addressing issues
- Safeguard the bank against AML risks, fraud, and unethical practices
- Enhance the bankβs market profile and awareness among HNW clientele
- Maintain proactive communication and engagement with clients to minimize attrition
Experience & skills
- University Graduate
- Minimum 5β6 years of experience in a similar role in banking/financial services within the UAE
- Strong selling skills and knowledge of financial markets
- Excellent relationship management and networking abilities
- Strong interpersonal skills with cultural sensitivity
- Excellent communication and negotiation skills
- Extroverted and amiable personality
- CISI certification (mandatory)