The Private Banking Model

Relationship Management

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At Mashreq Private Banking you will be assigned a dedicated and highly trained Relationship Manager. Your Relationship Manager will work closely with, and be supported by, a team of experts consisting of investment specialist, FX Specialists, Trade Specialists and Client Service Managers.
Your Relationship Manager will work hard to first understand your financial situation, and the goals you have for yourself and your wealth. Subsequently we will carefully craft holistic and personalized financial solutions and implement those in partnership with you. Periodic reviews of your investment portfolio are conducted keeping in mind major macro-economic or portfolio specific events.

Investment Specialists

Help in creating/ reviewing an investment portfolio based upon the needs of clients

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FX Specialists

Look after FX requirements of your portfolio, whether it be spot, futures, margin trading or hedging

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Customer Service Managers

Take care of your day to day requests, supporting your banking requirements and transactions efficiently

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