Mashreq
Senior Relationship Manager - Mashreq Gold
- Permanent
- Dubai, United Arab Emirates
- Experience 5 - 10 yrs
Report job as expired
Job expiry date: 11/09/2025
Job overview
Date posted
28/07/2025
Location
Dubai, United Arab Emirates
Salary
AED Undisclosed per month
Experience
5 - 10 yrs
Seniority
Senior Manager
Qualification
Bachelors degree
Expiration date
11/09/2025
Job description
To provide a portfolio of high-net-worth (HNW) clients with personalized financial services, foster client relationships, maximize profitability, and retain client loyalty. The role focuses on enhancing Mashreq Gold wealth sales, cross-selling bank products, and acquiring new HNW clients. This involves conducting financial need analyses, ensuring superior customer service, and maintaining ethical and AML compliance standards.
Required skills
wealth management
portfolio management
financial need analysis
investment products
term deposits
mortgages
bancassurance
margin trading
secured overdraft
AML compliance
Mashreq systems
customer relationship management
revenue generation
cross selling
sales strategy
risk assessment
financial advisory
customer servicing
Mashreq Securities
KYC procedures
Key responsibilities
- Optimize the potential value of the client base through the delivery of Mashreq Gold Products and Services.
- Communicate with HNW clients and identify their financial needs.
- Maximize profitability from the Gold base while countering competition from other providers.
- Acquire new to bank HNW clients.
- Achieve revenue goals, sales and portfolio growth targets across a range of products and services.
- Maintain a superior customer service experience for clients.
- Safeguard the bank from potential loss, AML fraud, and ensure ethical behavior at all times.
- Enhance market profile and awareness.
- Minimize customer attrition.
- Maintain proactive client contact.
- Use systems effectively for customer contact management, sales and service activity.
- Maintain high ethical standards as per Mashreq code of conduct.
- Ensure delivery of customer promise and practice brand values.
- Ensure clients are aware of all financial services offered by the bank.
- Mentor new hires and management trainees in customer management.
Experience & skills
- University Graduate, preferably an MBA (or equivalent).
- CISI certified â Level 3.
- Strong selling and investment/financial market knowledge.
- Strong interpersonal skills and cultural sensitivity.
- Team player with ability to coach juniors/new hires.
- Relationship management and networking skills.
- Extrovert/amiable personality.
- Minimum of 7â8 yearsâ experience in a similar role with a bank or financial services in the UAE.
- Excellent communication and negotiation skills.
