Relationship Manager - Mashreq Gold- MG Client Coverage

Role Overview

Relationship Manager – Mashreq Gold (MG Client Coverage) at Mashreq.

Role Purpose

Optimize the value of the HNW client base through delivery of Mashreq Gold products and services, achieve revenue and portfolio growth targets, and maintain superior customer service while safeguarding the bank from loss and fraud.

Key Responsibilities

Client Engagement & Needs Assessment

• Communicate with HNW clients and identify their financial needs.
• Maintain proactive client contact.
• Maintain a superior customer service experience for clients including pre-empting issues and proactive servicing.
• Minimize customer attrition.

Revenue & Growth

• Achieve revenue goals, sales and portfolio growth targets across a range of products and services.
• Optimize the potential value of the client base through the delivery of MG Products and Services.
• Acquire new to bank HNW clients.
• Maximize profitability from the Gold base whilst countering competition from other providers offering alternative investments and wealth management opportunities.

Compliance & Risk Management

• Safeguard the bank from potential loss, AML fraud, and ensure ethical behavior at all times during and after sales.

Market Positioning

• Enhance market profile and awareness.