Senior Relationship Manager - Mashreq Gold

Mashreq is hiring a Senior Relationship Manager - Mashreq Gold. Level rates it ; you can apply on Level.

AI in this role

Manage and grow a portfolio of high-net-worth clients by providing personalized financial services and cross-selling bank products.

salesrelationship-managementfinancial-markets

Senior Relationship Manager

Job purpose

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.
Safeguard the bank from potential loss / AML fraud / and ensure ethical behavior at all times during and after sales.
Enhance market profile and awareness
Minimize customer attrition

Operating Environment, Framework and Boundries, Working Relationships

Interact with product managers / line managers to constantly provide feedback on competition and client response to product / services
Co-ordinate activities with other departments in order to maximize conversions from referral process
Ensure client expectations are constantly met

Problem Solving

Ability to understand customer’s financial needs on a one on one basis
Intricate understanding of products pertaining to HNW customers – both internal and external (competitors)
Advanced Market knowledge of various investment vehicles / markets / economics
Accurate projection of sales numbers
Proactive action on customer feedback and needs
Timely escalation of service issues

Decision Making

Pricing discretion for effective relationship Management

Strong responsibility for Ethical selling to customers with complete disclosure about products and services

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 ICIWM Level 3 and CISI UAE Rules & Regulations

How we rate this

Senior Relationship Manager - Mashreq Gold at Mashreq rates 0 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.

Key facts

Senior Relationship Manager - Mashreq Gold is an open job at Mashreq.
Level rates this role AI Level 1 of 4: Little AI.
The role is based in United Arab Emirates.
The job was posted on October 7, 2026.
Seniority: senior.
Applications are handled by Mashreq. Apply on Mashreq

Prepare for this job

A free preview built only from this posting: what it asks for, what you could be asked in an interview, and how to adjust your resume.

Skills and AI tools this role asks for

SalesRelationship ManagementFinancial Markets

Questions you could be asked

Tell me about a project where sales was part of your work. What did you do?
Tell me about a project where relationship management was part of your work. What did you do?
Tell me about a project where financial markets was part of your work. What did you do?

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List these exact terms on your resume: Sales, Relationship Management, and Financial Markets. An applicant tracking system matches the wording, not the idea.
Attach one line of real, concrete experience to at least one of them — a tool named with nothing behind it rarely survives a human read.

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