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Associate Director, Retail & Wealth Management Origination

Company

Mashreq

Location

umm al qaywayn, United-Arab-Emirates

Type

Full-time

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

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