Senior Relationship Manager

5 days ago


Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

Job Title: Senior Relationship Manager

Location: Doha, Qatar

Department: Wealth Management

Job 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.
#J-18808-Ljbffr

  • Doha, Baladīyat ad Dawḩah, Qatar Tanqeeb Full time

    We are looking for a skilled Senior Relationship Manager to join our team in Qatar. As a leading privately owned banking institution, we offer a unique opportunity for individuals to advance their career with a forward-thinking institution that rewards success.Key Responsibilities:Expertise in managing relationships with high-net-worth individual investors...


  • Doha, Baladīyat ad Dawḩah, Qatar Lesha Bank Full time

    Lesha Bank is in search of the greatest talent and brightest minds to contribute to the current growth phase taking place at our bank. We are looking for top-tier individuals that are passionate and hungry to add value from day one. Every day at Lesha is a different day that presents a new challenge with the opportunity to contribute and grow. We are...


  • Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

    At lxbfYeaa, we are seeking an experienced Senior Relationship Manager to join our Wealth Management team.This role requires a deep understanding of financial markets, investment strategies, and the unique needs of affluent clients.The successful candidate will possess a strong portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients and...


  • Doha, Baladīyat ad Dawḩah, Qatar Tanqeeb Full time

    Tanqeeb is a leading privately owned banking institution in Qatar that offers unparalleled opportunities for individuals looking to advance their career.Required Skills and Experience:A minimum of 5 years' experience as a Private Banker or Relationship manager.Expertise in managing relationships with high-net-worth individual investors, ensuring their needs...


  • Doha, Baladīyat ad Dawḩah, Qatar iFAST Global Bank Limited Full time

    Job Overview:\iFAST Global Bank Limited is a dynamic financial institution seeking a highly skilled Client Services Executive to join our team. As a key member of our operations department, you will be responsible for ensuring seamless communication with clients, resolving payment queries in a timely manner, and escalating complex issues to senior...


  • Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

    Job Purpose:To acquire, establish and maintain profitable relationships, which involves in marketing of new corporate clients, growing and maintaining of existing customers in order to increase share of wallet whilst mitigating any credit risk and cross sell bank products.Key Accountabilities:Lead the profitability and balance sheet of the nominated...


  • Doha, Baladīyat ad Dawḩah, Qatar QNB Group Full time

    Job SummaryThe Senior Associate Customer Relationship Management QNB First role at QNB Group involves supporting Customer Relationship Managers in managing and servicing QNB First account holders. Key responsibilities include ensuring seamless service delivery, enhancing customer satisfaction, and formulating customer retention strategies to minimize...


  • Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

    We are seeking a talented Relationship Builder to join our Al Riyada team at lxbfYeaa. In this role, you will be responsible for building and maintaining strong relationships with our affluent customers, ensuring their needs are met and exceeded.Your key responsibilities will include:Establishing and nurturing relationships with high-net-worth...


  • Doha, Baladīyat ad Dawḩah, Qatar DarGlobal Full time

    "Attention all sales and property enthusiasts We are seeking a driven and results-oriented Relationship Manager for Property Sales to join our dynamic team.The ideal candidate will have experience in managing relationships with clients and stakeholders in the property industry, with a proven track record of closing sales deals. You should possess excellent...


  • Doha, Baladīyat ad Dawḩah, Qatar Qatar National Bank Full time

    Role Overview:We are seeking an experienced professional to join our brokerage team as a senior HNI relationship manager. In this role, you will be responsible for building and maintaining relationships with high net worth individuals, providing them with personalized investment advice and guidance. You will work closely with the sales department to convert...


  • Doha, Baladīyat ad Dawḩah, Qatar QNB Group Full time

    Seniority levelThis entry-level position as a Qatarization Associate at QNB Group offers a unique opportunity for recent graduates to gain valuable experience and contribute to the success of our organization. You will be responsible for working closely with experienced professionals to deliver exceptional service to our clients and drive business growth...


  • Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

    **Company Overview:**LxbfYeaa is a forward-thinking organization that prioritizes innovation, diversity, and customer satisfaction.**Job Description:**This role involves leading our service sales in Qatar, managing all aspects of engagements with existing and new customers. You will build relationships and understand customer business needs to provide...


  • Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

    A Career OpportunityWe are looking for a dedicated and results-driven front desk professional to join our team at lxbfYeaa.About the JobThe successful candidate will be responsible for managing customer relationships, generating leads, and promoting our products and services.This is an excellent opportunity for individuals who are passionate about delivering...


  • Doha, Baladīyat ad Dawḩah, Qatar Vodafone Full time

    Key ResponsibilitiesThe Client Relationship Director is responsible for managing and maintaining strong relationships with key clients across various industries.This role involves identifying and pursuing new business opportunities, as well as developing and implementing sales strategies to drive revenue growth.The Client Relationship Director will work...


  • Doha, Baladīyat ad Dawḩah, Qatar Qatar National Bank Full time

    We are seeking an experienced Senior Customer Relationship Specialist to join our team at Qatar National Bank. As a key member of our front desk operations, you will play a crucial role in delivering exceptional customer experiences and maintaining a professional company image.Main Accountabilities:Effectively establishing account setup for Qatari and...

  • Relationship Manager

    6 hours ago


    Doha, Baladīyat ad Dawḩah, Qatar Qatar National Bank (QNB) Full time

    About the Opportunity:">We are seeking a highly skilled Relationship Manager to join our team. As a key member of our customer service department, you will be responsible for building and maintaining relationships with customers, ensuring their needs are met, and delivering exceptional service.Your Key Responsibilities:">Act as a single point of contact for...


  • Doha, Baladīyat ad Dawḩah, Qatar Tampa Gardens Senior Living Full time

    Job DescriptionThe role of Senior Environmental Analyst at Tampa Gardens Senior Living involves overseeing the design, development, and maintenance of infrastructure and systems for data storage, processing, and analysis.This position plays a crucial role in building and managing data pipelines that facilitate efficient and reliable data integration,...


  • Doha, Baladīyat ad Dawḩah, Qatar Charterhouse Middle East Full time

    QAR 25,000 - 30,000 Per MonthCharterhouse is working with a leading financial institution in Doha, who are growing their international footprint. Our client is aiming to hire a Relationship Manager who would focus on the Elite client segment for the bank.The Elite Relationship Manager will be responsible for dealing with an affluent client base, and...


  • Doha, Baladīyat ad Dawḩah, Qatar Tanqeeb Full time

    Job DescriptionTanqeeb is seeking a skilled Customer Relationship Manager to lead our sales efforts and build strong relationships with clients. As a Customer Relationship Manager, you will be responsible for developing and maintaining client relationships, identifying new business opportunities, and driving sales growth.Key Responsibilities:Develop and...


  • Doha, Baladīyat ad Dawḩah, Qatar Lesha Bank Full time

    Lesha Bank is a leading financial institution that is committed to excellence in all aspects of its operations. As a Senior Relationship Manager, you will be part of a dynamic team that is responsible for developing and maintaining relationships with High Net Worth Individuals (HNWI) & Investment Banking client segment.The ideal candidate will have a strong...