Manager, Wealth Management Sales

Role Overview

Manager, Wealth Management Sales at Mashreq, supporting the distribution of Treasury investment and structured products to wealth clients.

Role 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 Responsibilities

Product Promotion & Distribution

• Promote products such as structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.

Product Support & Client Service

• Provide product explanations, scenarios, and risk disclosures.
• Monitor post-sale performance and client feedback.

Execution & Operations

• Coordinate pricing and execution with Treasury desks.

Training & Development

• Support training initiatives for front line staff on TGM products.

Qualifications & Experience

• 5–8 years' experience in investment or structured product sales.
• Degree in Finance, Business, or related field.

Skills & Competencies

• Strong communication skills and client-facing presence.