Mashreq

1 day ago

Investment and Insurance Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Manage end-to-end investment and insurance sales for Business Banking, harvesting referrals and presenting investment products and ideas to BB clients and teams. Educate internal stakeholders through need analysis, cross-sell wealth products to generate FER, and support customer fulfillment for investment products. Drive growth of the Mashreq Investment business by achieving revenue targets and partnering with the Investment Proposition Team and multiple BB and corporate functions while performing competitive analysis.

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Mid level

Key Responsibilities

•Look for opportunities and harvest all referrals for investment sales for the BB team.
•Present investment product value to BB clients and educate BB teams with investment ideas and need analysis.
•Promote Mashreq’s investment business and generate FER through cross-selling wealth products.
•Support end-to-end investment sales/service to BB, including fulfilling customer cross-sell needs.
•Achieve FER/revenue targets and perform competitive analysis to improve processes, products, and services.

Key Requirements

•At least 6 years of experience in wealth management, preferably in the UAE.
•Knowledge of investment/insurance products and good sales skills.
•Ability to perform client profiling and risk analysis using CPRA to understand client needs and risk.
•Specialized product knowledge across all investment options at Mashreq, including awareness of market developments and new financial products.
•SCA Certified (UAE R&R and CISI L 3).

Experience:6+ yearsWealth managementFinancial servicesInsuranceInvestment

Skills:CommunicationProfilingPresentationAnalytical skillsInterpersonal skills

Certifications:SCACISI L 3

Tech Stack:CPRA

Company Brief

Mashreq

Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Dubai, United Arab Emirates

Founded: 1967

Glassdoor: 3.3

Website LinkedIn Glassdoor

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Mashreq

1 day ago

Investment and Insurance Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 16 hours agoStatus: Live

Job Summary

Location: United Arab Emirates

Workplace: Onsite

Employment Type: Full time

Job Function: Insurance & Actuarial

Seniority: Mid level

Key Responsibilities

•Look for opportunities and harvest all referrals for investment sales for the BB team.
•Present investment product value to BB clients and educate BB teams with investment ideas and need analysis.
•Promote Mashreq’s investment business and generate FER through cross-selling wealth products.
•Support end-to-end investment sales/service to BB, including fulfilling customer cross-sell needs.
•Achieve FER/revenue targets and perform competitive analysis to improve processes, products, and services.

Key Requirements

•At least 6 years of experience in wealth management, preferably in the UAE.
•Knowledge of investment/insurance products and good sales skills.
•Ability to perform client profiling and risk analysis using CPRA to understand client needs and risk.
•Specialized product knowledge across all investment options at Mashreq, including awareness of market developments and new financial products.
•SCA Certified (UAE R&R and CISI L 3).

Experience:6+ yearsWealth managementFinancial servicesInsuranceInvestment

Skills:CommunicationProfilingPresentationAnalytical skillsInterpersonal skills

Certifications:SCACISI L 3

Tech Stack:CPRA

Company Brief

Mashreq

Mashreq Bank is a UAE-headquartered full-service bank offering retail, corporate, Islamic and digital banking, treasury, and capital markets services across the Middle East and internationally.

Industry: Banking

Company Size: Enterprise (1,001+ employees)

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: Dubai, United Arab Emirates

Founded: 1967

Glassdoor: 3.3

Website LinkedIn Glassdoor