Private Banker/Wealth Manager

Urgent requirement for a Senior Vice President - Asset Management Strategy to based in Qatar for a major financial institution.

Key Responsibilities:

• Investment & Portfolio Management:
• Advise clients on their investment needs and create customized portfolios across various asset classes.
• Review and adjust portfolios regularly to meet client objectives and changing market conditions.
• Asset Allocation & Valuation:
• Define asset allocation strategies and reallocate investments as needed.
• Conduct portfolio valuations as part of the review process.
• Training & Team Development:
• Train staff on investment products and services to ensure expertise across the bank.
• Help prevent mis-selling by ensuring staff understand compliance requirements.
• Client Solutions & Business Development:
• Support teams in responding to client requests and designing tailored investment solutions.
• Identify new business opportunities and help grow client relationships.
• Product & Compliance Oversight:
• Ensure all investments meet regulatory standards in different regions.
• Work with the product team to refine pricing and governance of investment products.
• Strategic Leadership & Performance:
• Participate in business strategy discussions and contribute to improving product offerings.
• Promote cost-efficiency and productivity within the team.
• Client Engagement & Leadership:
• Serve as the main contact for client-facing teams, helping prioritize and address client needs.
• Lead by example, mentoring team members and fostering professional development.
• Financial & Market Expertise:
• Stay updated on economic trends and how they affect investment strategies.
• Provide guidance on complex issues like global taxation and retirement planning.

Education & Experience Requirements:

• Bachelor's degree in Finance, Economics, or related field; Master's or MBA preferred.
• CFA Level 3 required; CIM or equivalent preferred.
• At least 15 years of experience in investment management.
• Strong client relationship skills and a deep understanding of investment products.
• Excellent communication, leadership, and business development skills.
• Ability to work effectively in diverse, multicultural environments.