Wealth Managers are required by a leading privately owned banking institution in Qatar. The successful candidate will be responsible for managing the financial portfolios of high-net-worth individuals (HNWIs) by providing tailored wealth management services. This role involves advising clients on financial investments, estate planning, retirement planning, and tax optimization strategies to help them achieve their financial goals.
Key Responsibilities:
- Develop and manage relationships with high-net-worth individuals.
- Provide tailored financial advice on investments, estate planning, and tax strategies.
- Manage client portfolios, offering timely investment adjustments.
- Identify and acquire new clients through networking and referrals.
- Provide regular performance reports and insights to clients.
Qualifications & Experience:
- Minimum 5 years’ experience as a Wealth Manager.
- Current client base exceeding $250 million.
- Minimum of 5 years of experience with your existing bank.
- Expertise in managing relationships with high-net-worth individual investors.
- Opportunity to relocate near former high-net-worth clients.
- Re-establish relationships with clients and expand your network in new markets.
Our client offers an extremely attractive package, including bonus buyouts, and is eager to speak with qualified candidates immediately.
Job Type: Permanent