Summary
Mashreq is seeking a Director, Wealth Sales to lead its Treasury wealth management sales function in the United Arab Emirates. The role involves developing sales strategies for structured deposits, FX-linked investments and fixed-income notes, and coaching Wealth Sales specialists who support Relationship Managers. The director will coordinate with product, trading and marketing teams, ensure adherence to suitability and conduct requirements, and monitor sales performance and client outcomes. Applicants should have 12+ years of wealth or investment product sales experience, deep knowledge of structured and investment products, leadership skills, and a degree in Finance, Business or a related field.
The posting
As published on mashreq.com. Pulled from the employer's site and shown as they wrote it.
Job Purpose
Lead the wealth management sales function for Treasury products, driving penetration of investment and structured solutions across affluent and high-net-worth segments in collaboration with Relationship Managers.
Key Result Areas
- Define and implement sales strategies for products such as structured deposits, FX-linked investments, and fixed-income notes.
- Manage and coach Wealth Sales specialists supporting Relationship Managers.
- Coordinate with product, trading, and marketing teams on campaigns and pricing.
- Ensure adherence to suitability, product-governance, and conduct-risk requirements.
- Monitor sales performance, client satisfaction and portfolio outcomes.
Knowledge, Skills and Experience
- 12+ years’ experience in wealth or investment product sales.
- Deep understanding of structured and investment products for retail and wealth clients.
- Strong leadership and coaching skills.
- Degree in Finance, Business, or related field.