Mashreq$178k-$230kMcLean, Virginia, USRemote1h ago
Director, Wealth Sales
AI in this role
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.
How we rate this
Director, Wealth Sales at Mashreq rates 30 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Classification
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Open the description and count.
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