Manager, Wealth Management Sales.Sales - Retail & Wealth.Treasury and Capital Markets

JobsCloseBy Editorial Insights

Mashreq is seeking a Manager, Wealth Management Sales to support the distribution of Treasury investment and structured products to wealth clients through close coordination with Relationship Managers. The role combines product expertise, market views, and execution support, with responsibilities to promote structured deposits, FX linked notes, and income solutions, provide clear explanations with risk disclosures, coordinate pricing with Treasury desks, monitor post sale performance, and assist in frontline training on TGM products. Ideal candidates have 5 to 8 years in investment or structured product sales, strong communication and client facing skills, and a Finance or Business degree. To apply, tailor your CV to highlight cross sell results, desk collaboration, and training impact.

Job 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 Result Areas

• Promote products such as structured deposits, FX-linked notes, and income solutions to Relationship Managers and clients.
• Provide product explanations, scenarios, and risk disclosures.
• Coordinate pricing and execution with Treasury desks.
• Monitor post-sale performance and client feedback.
• Support training initiatives for front line staff on TGM products

Knowledge, Skills and Experience

• 5–8 years’ experience in investment or structured product sales.
• Strong communication skills and client-facing presence.
• Degree in Finance, Business, or related field.