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Associate Director, Retail & Wealth Management Origination

MashreqAbu Dhabi, UAE5 days agoMid-Senior
Mid-Seniorfulltime

Job Purpose The Associate Director – Retail & Wealth Management Origination is responsible for originating Treasury and Global Markets solutions for retail and wealth clients, including priority and high-net-worth segments.

Skills

AssociateDirectorManagement

About This Role

Job Purpose

The Associate Director – Retail & Wealth Management Origination is responsible for originating Treasury and Global Markets solutions for retail and wealth clients, including priority and high-net-worth segments.

The role focuses on client engagement, solution origination, and collaboration with internal teams to deliver suitable, compliant products aligned with client needs and regulatory requirements.

Key Result Areas

  • Originate treasury and markets solutions for retail and wealth clients.
  • Support revenue growth across FX, deposits, and approved investment products.
  • Partner with Relationship Managers and Wealth Advisors on client opportunities.
  • Ensure adherence to suitability, disclosure, and conduct standards.
  • Support client education and product rollout initiatives.
  • Maintain accurate sales activity tracking and performance reporting.

Knowledge, Skills and Experience

  • 7–10 years of experience in Retail or Wealth Banking Sales / Origination.
  • Strong understanding of retail treasury and investment products.
  • High level of client advisory and relationship skills.
  • Strong attention to governance and conduct standards.

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