Mashreq
Dubai, UAEPosted 7 months ago
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. Knowledge, 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
Provide portfolio management and personalized service to high-net-worth (HNW) Mashreq Gold clients; source new business from HNW individuals through referrals, marketing activities and personal contacts; promote cross-selling of bank products; ensure clients are aware of all financial services offered; achieve revenue targets including cross-sell and up-sell; optimize client value through MG products and services; identify financial needs and maintain superior service with proactive servicing; achieve portfolio growth and profitability while countering competition.
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Get my free matchesAED 50k–70k a month· Michael Page
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