الصفحة الرئيسية قطر Senior Relationship Manager
الصفحة الرئيسية قطر Senior Relationship Manager
Senior Relationship Manager
تفاصيل الوظيفة
Job Title: Senior Relationship Manager Location: Doha, QatarDepartment: Wealth ManagementJob Summary:We are seeking an experienced and highly motivated Senior Relationship Manager to join our Wealth Management team. The successful candidate will possess a strong portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and demonstrate the ability to raise significant capital, specifically in the millions of Qatari Riyals, for the syndication of bespoke investment products. The role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent clients.Key Responsibilities:Client Portfolio Management:Manage and grow a portfolio of HNW and UHNW clients, building strong, trust-based relationships.Provide personalized investment solutions tailored to the financial goals and risk appetites of each client.Serve as the primary point of contact for clients, delivering exceptional service and maintaining high levels of client satisfaction and retention.Fundraising and Syndication:Lead initiatives to raise substantial capital from HNW and UHNW clients, targeting multi-million Qatari Riyal investments for the syndication of a variety of investment products, including private equity, real estate, and structured products.Develop and present customized investment opportunities to clients, leveraging the bank's suite of products and services.Collaborate with internal product teams to structure and execute syndications that meet the needs of both the bank and its clients.Market and Investment Expertise:Stay informed on global financial markets, economic trends, and investment products to provide informed advice to clients.Identify emerging investment opportunities and risks, and proactively communicate these insights to clients.Maintain a thorough understanding of regulatory requirements and ensure all client activities are compliant with local and international regulations.Business Development:Actively seek new business opportunities by leveraging personal networks, attending industry events, and engaging in strategic marketing initiatives.Develop and execute strategies to onboard new HNW and UHNW clients, expanding the bank's market share in the wealth management sector.Work closely with the Head of Wealth Management to set and achieve targets for client acquisition and asset growth.Reporting and Documentation:Prepare regular reports on client portfolio performance, fundraising activities, and market conditions.Ensure all client interactions, agreements, and transactions are accurately documented and maintained in accordance with the bank's policies and procedures.Qualifications:Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree preferred).Minimum of 7-10 years of experience in wealth management, private banking, or a related field, with a focus on HNW and UHNW clients.Proven track record in raising significant capital from HNW and UHNW clients, particularly for investment products.Strong knowledge of financial markets, investment strategies, and wealth management products.Excellent interpersonal and communication skills, with the ability to build and maintain relationships with affluent clients.CFA, CFP, or other relevant certifications are highly desirable.
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الشركة المعلنة عن الوظيفة
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