Home Qatar Senior Vice President Asset Management Strategy

Home Qatar Senior Vice President Asset Management Strategy

Senior Vice President Asset Management Strategy

Full time at Ateca Consulting in Qatar
Posted on December 19, 2024

Job details

Urgent requirement for a Senior Vice President Asset Management Strategy to be based in Qatar for a major financial institution. Role Summary: This role reports to the EVP, Group Asset Management and provides specialist investment-related expertise in support of all members of the bank (most especially to those who are operating in a client-facing and/or business development role). Work particularly closely with (and in support of) the AWM division’s Relationship Managers, Business Developers and all other client-facing staff, as well as Fund Managers and Research Analysts. Participate actively in client meetings and discussions (in the role of ‘Investment Strategist – asset management products and services’) where required by RMs/Business Developers, most especially with those in Private Banking, Retail and Asset Management. Main Responsibilities:

  • Be ‘expert’ in all aspects of the investment banking business, particularly where the marketing and sale of investment products and services are concerned.
  • Assess clients’ investment needs and propose/recommend portfolios.
  • Construct client investment portfolios across asset classes and geographies.
  • Define asset allocation and re-allocation models.
  • Conduct portfolio valuations and revaluations, as a component of the portfolio construction/allocation/re-allocation process.
  • Contribute to the training and development of selected staff from all divisions regarding the marketing and sale of investment products and services.
  • Be responsible for creating technical and product-related material in support of the bank’s investment sales activity, as well as organizing and running product workshops.
  • Support client-facing staff in responding to RFPs and designing, specifying, and quoting investment solutions.
  • Work closely with the Business Controls Manager to ensure the propriety of the investment business booked and that all regulatory obligations are fulfilled across multiple jurisdictions.
  • Be a client-oriented business developer, and not merely the product expert.
  • Be a primary Point of Contact for the Product Management staff, with responsibility for accurately refining, consolidating and communicating client needs, as well as prioritizing client requests.
  • Support the identification of new business opportunities regarding the segmentation of clients and products, across all distribution channels.
  • Work with the Product Management unit to arrive at appropriate pricing structures/policies.
  • Participate in regular business development discussions to review performance, make product-related recommendations, and address any concerns.
  • Promote cost consciousness and efficiency and enhance productivity to minimize cost, avoid waste, and optimize benefits for the bank.
  • Contribute to the identification of new business opportunities, in conjunction with all unit heads.
  • Act within the limits of the powers delegated to the incumbent and delegate authority to the respective staff and monitor the exercise of the same.
  • Demonstrate clear understanding of the important factors behind the bank's financial and non-financial performance.
  • Identify the market requirement for specific investment products/services based on established client needs, investments, portfolio management, funds administration, operational procedures, and all forms of internal/external controls.
  • Exhibit a detailed understanding of economic fundamentals and analyze their impact on financial markets.
  • Understand global taxation issues.
  • Have a close understanding of how to construct/manage investment portfolios, in accordance with client circumstances (including retirement planning) and risk appetite.
  • Demonstrate pre-emptive thought leadership regarding the suitability of all investment products/services.
  • Identify development needs (both personal and for others) and coordinate/organize appropriate technical and/or product training.
  • Ability to train and mentor colleagues, proactively identify areas for professional development of self and undertake development activities.
  • Take decisive action to ensure speedy resolution of unresolved grievances or conflicts within the team members.
  • Identify development opportunities and activities for staff and facilitate/coach them to improve their effectiveness and prepare them to assume greater responsibilities.
Experience Requirements:
  • Bachelor/Master's degree (Master's preferred) and MBA with a minimum of 15 years’ experience in the investment management industry.
  • CFA (Level 3) is required, CIM (Chartered Investment Manager) or equivalent.
  • Ability to relate to clients, at all levels.
  • Ability to communicate both verbally and in writing with all levels of management and understand all relevant regulations, laws, policies, and procedures in relation to investment management products and services.
  • Excellent communication skills in English - with Arabic ability an added advantage.
  • Strong business acumen, commercial awareness, and revenue-generating skills.
  • Effective problem-solving skills.
  • Excellent interpersonal and presentation skills.
  • Ability to operate in a team of individuals with diverse cultural backgrounds.
If you have the relevant experience required, please send your CV to vipul.patel@ateca.co.uk . #J-18808-Ljbffr

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