Job description

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

  
  

• Maintain proactive client contact.

  
  

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