About this role
To provide his portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and bank and retain their loyalty and respect.The job holder is required to enhance Private Banking sales / revenues and promote the cross selling of bank products to all existing clients.Job Holder must be able to source new business of Super HNW individuals through referrals, marketing activities, and personal contacts.Financial Advisor must ensure that client are aware of all financial services offered by the banks many departments, TCM, Trade Finance, Mortgage, Corporate Finance etc.
Other facts
About Mashreq
Disclaimer: Mashreq will never ask for your bank related information via phone call, SMS or email. We will also never contact you from a mobile number to resolve your query.
Welcome to the LinkedIn page of Mashreq. More than half a century old, we proudly think like a challenger, startup, and innovator in banking and finance, powered by a diverse and dynamic team who put customers first. Together, we pioneer key innovations and developments in banking and financial services. Our mandate? To help customers find their way to Rise Every Day, partnering with them through the highs and lows to help them reach their goals and unlock their unique vision of success. Join Mashreq and find your way to Rise Every Day.
What you'll do
- The Director of Private Banking Front Office is responsible for providing personalized service to a portfolio of high-net-worth clients, developing close relationships, and enhancing sales and revenues. The role also involves sourcing new business from super high-net-worth individuals through various channels.
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