Banking Sales Consultant – Corporate & Personal Banking

Job description

About the Role

MSZ Consultancy is looking for a Banking Sales Consultant with experience in UAE corporate and personal bank account opening to drive new client business and manage client relationships from initial consultation through successful account activation.

This is a sales-focused, client-facing role
. You will be responsible for generating and converting business opportunities, advising clients on suitable banking solutions, managing the account-opening process, and building long-term relationships with clients and UAE banking contacts.

The ideal candidate already has an established network of UAE bank contacts and understands how to convert client requirements into suitable corporate or personal banking solutions.

What You'll Do

• Generate and develop new business opportunities for corporate and personal bank account-opening services.
• Generate leads, manage your sales pipeline, and convert prospects into clients.
• Consult with prospective clients to understand their business activity, nationality, residency, and banking requirements.
• Recommend suitable corporate and personal banking solutions based on client requirements.
• Manage the end-to-end sales and account-opening journey
  , from initial consultation and proposal through to successful account activation.
• Build and maintain strong relationships with UAE banks and their Relationship Managers.
• Leverage your existing banking network to identify suitable banking options and facilitate introductions with Relationship Managers.
• Guide clients through the application process and ensure all required incorporation and KYC documentation is complete.
• Advise clients on KYC, AML, UBO, Source of Funds (SOF), Source of Wealth (SOW), and Enhanced Due Diligence (EDD) requirements.
• Negotiate and manage client expectations throughout the account-opening process and actively follow up until successful activation.
• Maintain an active sales pipeline and work toward individual sales, revenue, and business-development targets.
• Identify opportunities to cross-sell additional MSZ services including company formation, PRO, accounting, tax, and Golden Visa services
  .
• Maintain regular communication with clients and build long-term client relationships.
• Work closely with Sales, Operations, Compliance, and Accounting teams to ensure a smooth client experience.
• Maintain accurate records of leads, opportunities, client interactions, and sales activity in the CRM.

Compensation & Benefits

• Competitive salary with performance-based incentives / commission linked to business performance
  .
• Employment visa and medical insurance.
• Annual air ticket and leave as per UAE Labour Law.
• Career growth within a leading UAE corporate services firm.

Who We're Looking For

• 2+ years of UAE experience in banking sales, corporate banking, business banking, relationship management, or corporate/personal bank account opening
  .
• Proven experience in selling or advising on corporate and/or personal bank account-opening services
  .
• An established network of contacts within UAE banks.
• Strong understanding of KYC, AML, UBO, Source of Funds (SOF), Source of Wealth (SOW), and EDD requirements.
• Experience dealing with UAE banks such as Emirates NBD, ADCB, Mashreq, FAB, RAKBANK, HSBC UAE, Wio Bank
  , or similar.
• Demonstrated ability to generate leads, develop client relationships, convert opportunities, and achieve sales or revenue targets.
• Strong client advisory, negotiation, presentation, and closing skills.
• Experience with corporate services, company formation, business setup, or related financial services is an advantage.
• Bachelor's degree in Business, Finance, Banking, Commerce, Economics, or a related field.

This Role Is For You If

• You enjoy sales, business development, and client acquisition
  , not just processing applications.
• You already have relationships with UAE banks and can leverage those contacts commercially.
• You are comfortable managing your own pipeline and working toward sales and revenue targets.
• You enjoy advising clients and converting their requirements into business opportunities.
• You are confident with client acquisition, follow-ups, negotiation, and closing.
• You are motivated by performance-based earning potential
  .