Relationship Manager – Wealth Management

Job Description

Relationship Manager – Mashreq Gold | Mashreq

The Tone:
This is a full-time role at Mashreq, located in the United Arab Emirates. Mashreq focuses on providing comprehensive banking and financial services. This position is critical for managing a portfolio of high-net-worth clients, ensuring their financial needs are met while driving revenue growth and maintaining the bank’s strong client relationships and market presence.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: In-person – United Arab Emirates

• Mission: To provide HNW clients with personalized service, maximize profitable contribution for both the client and the bank, and retain their loyalty and respect.

What You’ll Actually Do
• Client Relationship Development: Provide personalized service to a portfolio of High-Net-Worth (HNW) clients to develop close relationships, achieve maximum profitable contribution for both the client and the bank, and retain their loyalty and respect.
• Sales and Revenue Growth: Enhance Mashreq Gold balance sheet sales and revenues by actively promoting cross-selling of the bank’s products to all existing clients and sourcing new HNW individuals through referrals, marketing activities, and personal contacts.
• Financial Performance and Goals: Reach specific financial goals set for the role by the business, adhering to annual and monthly financial targets, which include both cross-selling and up-selling products to existing and new-to-bank customers.
• Service Excellence and Needs Identification: Communicate effectively with HNW clients to identify their financial needs, ensure they are aware of all financial services offered by the bank, and maintain a superior customer service experience by pre-empting issues and providing proactive servicing.
• Risk Management and Market Position: Safeguard the bank from potential loss, including AML fraud, and ensure ethical behavior at all times during and after sales, while also enhancing the bank’s market profile, awareness, and minimizing customer attrition.

The Must-Haves
• Background: Requires a University Graduate with strong foundational knowledge in selling and financial markets to effectively advise and service High-Net-Worth clients.
• Experience: A minimum of 5-6 years of professional experience in a similar relationship management job role within another bank or financial services institution, specifically within the UAE market.
• Skills: Demonstrated strong interpersonal skills, cultural sensitivity, and established relationship management and networking abilities are essential. Candidates must possess excellent communication and negotiation skills for effective client interaction.
• Bonus: Candidates with an extrovert and amiable personality who are CISI certified will be preferred for this role.