Associate Director, Retail & Wealth Management Origination (UAE National Only)
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About the 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.
Key Skills for This Role
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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.
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