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.
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.
