Summary
Mashreq is hiring a Manager, Wealth Management Sales to support the distribution of Treasury investment and structured products to wealth clients. The role involves promoting structured deposits, FX-linked notes and income solutions, explaining product scenarios and risks, and coordinating pricing and execution with Treasury desks. The successful candidate will monitor post-sale performance, gather client feedback and support product training for front-line staff. Applicants should have 5–8 years of investment or structured product sales experience, strong communication 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
Support the distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers. Provide product expertise, market views, and execution support.
Key Result Areas
- Promote products such as structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.
- Provide product explanations, scenarios, and risk disclosures.
- Coordinate pricing and execution with Treasury desks.
- Monitor post-sale performance and client feedback.
- Support training initiatives for front line staff on TGM products
Knowledge, Skills and Experience
- 5–8 years’ experience in investment or structured product sales.
- Strong communication skills and client-facing presence.
- Degree in Finance, Business, or related field.