HNW Private Banking Relationship Manager

• To provide Portfolio of HNW clients with personalized service so as to develop close relationships, achieve maximum profitable contribution for the client and the bank and retain their royalty and respect.

  
  

• Enhance Mashreq Gold Balance sheet sales/ revenues and promote cross selling of bank products to all existing clients.

  
  

• Source new business from HNW Mashreq Gold individuals through referrals, marketing activities and personal contacts.

  
  

• Ensure clients are aware of all financial services offered by the bank

  
  

• Reach financial goals set for the role by the business as per annual and monthly financial targets, including x-sell and up-sell of products to customers, to existing and new to bank customers.

  
  

Dimensions

Operating Budget

Number of Staff

Capital Exp. Budget

Other