Job Purpose

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

Key Result Areas

Optimize the potential value of the client base through the delivery of MG Products and Services
Communicate with HNW client and identify their financial needs
Achieve Revenue Goals, sales and portfolio growth targets across a range of products and services
Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments / WM opportunities
Acquire New to Bank HNW clients.
Maintain a superior customer service experience for clients including pre empting issues and proactive servicing.
Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
Enhance market profile and awareness
Minimize customer attrition

Knowledge, Skills and Experience

Skills / Experience :
University Graduate
Strong selling & financial markets knowledge
Strong interpersonal skills and cultural sensitivity
Relationship Management Networking skills
Extrovert/Amiable personality
Minimum of 5-6 years experience in a similar job with another bank / financial services in the UAE
Excellent communication and negotiation skills
CISI certified – level 3