Associate Director, Retail & Wealth Management Origination
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
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.
- The leading financial institution in MENA
- While 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.
- Delivering superior service to clients by leading with innovation, treating colleagues with dignity and fairness while pursuing opportunities that grow shareholders value.
- We actively contribute to the community through responsible banking in our mission to inspire more people to Rise.
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