Optimize the potential value of the client base through the delivery of Private Banking products and
services and actively identify new customers
Ability to communicate with HNW clients to structure advise based on client needs
Ability to recognize opportunities to partner with other bank professionals to service client needs and
maximize bank revenues.
Maximizing profitability from the Private Banking base whilst countering competition from other
providers offering alternative investment opportunities.
Safeguard the bank from potential loss / AML fraud/ and ensure ethical behavior
Safeguard banks reputation by ensuring ethical professional behavior at all times before/during after
sales
Enhance market profile and awareness.
Achieve revenue goals, sales & portfolio growth targets across a range of products & services
(Investments, Term Deposits, CASA balances, TCM, FX trading, share financing, etc)
Acquire ‘new to bank’ HNW clients
Maintain a superior customer service experience for clients including pre-empting issues and proactive
servicing.
Minimize customer attrition and maintain proactive client contact
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.
