Role Purpose
Support the development and execution of the Private Banking growth strategy by
analyzing wealth opportunities, identifying target client segments, and enabling
implementation of products, advisory capabilities, digital platforms, and operating
model enhancements required to increase investment revenue and AUM.
The role will support initiatives aimed at attracting international wealth flows from
India, Saudi Arabia, Turkey, and Egypt into the bank’s Qatar and Switzerland
booking centers.
b. Business Domain & Exposure
Private Banking
Wealth Management
Investments & Advisory
HNW & UHNW Client Segmentation
International Wealth Flows
Portfolio Advisory
Wealth Lending
Digital Wealth Platforms
Client Acquisition & Analytics
Qatar and Switzerland Booking Centers
c. Key Responsibilities
Client & Wealth Analytics
wealth trends.
Identify high-potential prospects and target wealth segments.
Support development of client personas and acquisition strategies.
Conduct market and competitor benchmarking.
Product & Proposition Development
Support assessment of product gaps and advisory capabilities.
Gather and document requirements for new investment, lending, and advisory
solutions.
Assist in developing differentiated Private Banking propositions.
Proactive ideas and solution to the business lead.
RM & Advisory Enablement
Support RM coverage and productivity frameworks.
Assist in defining training and capability development requirements.
Support implementation of advisory processes and portfolio review
frameworks.
Digital Wealth & Client Journey Transformation
Analyze current client journeys and identify opportunities for enhancement.
Support implementation of digital wealth platform capabilities.
Assist in designing onboarding, advisory, servicing, and investment execution
journeys.
Stakeholder Coordination & Delivery
and Technology teams.
Support implementation of strategic growth initiatives.
Facilitate requirements gathering and stakeholder workshops.
Performance Monitoring & Reporting
penetration, wealth acquisition, and RM productivity.
Monitor outcomes against strategic objectives.
Provide analytical insights to support business decision-making.
d. Experience & Profile
Experience
Investments, Business Analysis, Product Management, or Banking
Transformation.
Experience supporting wealth management or advisory initiatives preferred.
Exposure to HNW/UHNW client segments and investment products is
advantageous.
Profile
advisory models.
gathering.
Knowledge of portfolio advisory, wealth lending, and digital wealth capabilities.
Strong analytical, stakeholder management, and problem-solving skills.
Experience supporting growth and transformation initiatives.
Based in Qatar.
Fluency in Arabic and English is mandatory.
