Wealth Manager QAtar

2 weeks ago

Doha, Qatar Prestige IFA Jobs Full time

Our client is one of the largest independent award winning financial services and insurance brokers, with over a twenty-two-year pedigree of operations in the Gulf Region.

They continue to expand in Qatar, where they have been established since 2008. Qatar is a well-regulated market lending itself to a professional approach to financial advice and service.

As a well-established Insurance Brokerage, their client bank reflects Qatar’s population, as does our team of established Financial Consultants - they serve clients in every community.

Operating from their prestigious offices in The Palm Tower (Al Dafna), you will offer a full range of life insurance, savings and investment products to their clients, new and existing. Further, you will be able to offer a full range of commercial insurance, employee benefits and personal lines insurance, supported by a first class administration team.

Qatar is a fabulous growth market and we are looking for experienced and qualified financial services advisers. You will speak English fluently and be able mix in a variety of social settings. Qatar is a highly regulated market and you will need qualifications, equivalent to a ‘Diploma’ in the UK (a Level 4 qualification), to work there.

Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solutions for each customer.

**THEY ARE LOOKING FOR**:

- Experienced financial services advisers and consultants, ideally UK CISI level 4 qualified.
- Ideally already operating in the Qatar market, although we are prepared to help you to relocate to Qatar.
- You will speak English fluently and be able to mix in a variety of social settings.

Their Financial Consultants operate in teams, managed by experienced Sales Managers who are there to help you to network, understand client needs and find the right solution for each customer.

**REQUIRED SKILLS**:

- Be customer service centric
- Be people focused
- Be great at planning
- Be good at negotiating
- Be great at networking
- Be a good communicator
- Have good time management skills
- Be a problem solver
- Have impeccable integrity
- Have excellent financial awareness
- Be results driven
- Be good at business Development
- Be focused on sales culture
- Be Ethical
- Have good judgement
- Have sound financial insight

**RESPONSIBILITIES**:

- Prospects, develops and closes new business clients
- Remain abreast of market, industry and regulatory developments and develops a personal network to increase knowledge
- Arrange Client meetings and attend when required
- Resolve any escalated complaints and disputes that arise and manage good levels of client service
- Contacting clients and arrange in depth meetings with them to best understand their financial goals and aspirations, then generating a proposal to enable them to make an informed decision as to how they can achieve their financial goals
- Keep up to date files relating to dealings with customer.
- Identify Client’s insurance and financial needs and offer advice and how best they can achieve these needs
- Increase short-and long-term persistency of the company book of policies
- Arranging regular meetings with existing customers to review and ensure that their insurance and financial requirements are being met. Are on target to deliver the results required in response to the customers changing needs and financial circumstances.
- Contacting customers to make them aware of new financial and insurance products or changes to legislations that may affect their existing financial plans
- Making customers both existing and new of the range of general insurance products that the company has available to address their needs
- Ensure that you stay up to date with current products provided by the company and aspects of legal and regulatory requirements in the area where you work.
- Analyzing information and preparing plans best suited to individual clients’ requirements.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Liaising with head office and financial services providers.
- Communicating with other professionals, such as estate agents, solicitors and accountants.

**EDUCATION**:

- Ideally have a UK CISI or CII level 4 Diploma qualification or have an international CFP®
- 2-3 Years of experience in an independent financial advisory capacity / Brokerage

**THE COMPANY OFFERS**:

- They provide security and career opportunities with unlimited income and fully funded back office support
- Visa sponsorship, medical and Life cover are provided.
- Continuous personal development facilitated by our Training and Development Team.
- Attractive sales incentives including international conventions are just some of the additional rewards available.

**TO BE CONSIDERED, YOU WILL NEED TO HAVE**:

- A persistent desire to succeed
- Relationship and networking abili

  • Wealth Management

    4 weeks ago

    Doha, Qatar VAM Systems Full time

    **Company Description** We are currently looking for Wealth Management - Testing for our Qatar operations with the following terms & conditions. QUALIFICATIONS, EXPERIENCE Required Qualifications: Minimum Qualifications: - Bachelor’s degree in Information Technology or equivalent preferred. - Good knowledge of wealth management product - Complete Trade...

  • Relationship Manager, Wealth Management

    7 months ago

    Doha, Qatar UBS Full time

    Qatar - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 290480BR **City** - Doha **Job Type** - Full Time **Your role** Are you at your best when solving problems for clients and building long-term relationships? Do you have a proven track record in client advising and selling? We are looking for someone who...

  • Application Tester

    2 months ago

    Doha, Qatar VAM Systems Full time

    **Company Description** We are currently looking for Application tester - Wealth Management for our Qatar operations with the following terms & conditions. QUALIFICATIONS, EXPERIENCE Required Qualifications: Minimum Qualifications: - Bachelor’s degree in Information Technology or equivalent preferred. - Good knowledge of wealth management product -...

  • Application Tester

    2 months ago

    Doha, Qatar VAM Systems Full time

    **Company Description** We are currently looking for Application tester - Wealth Management for our Qatar operations with the following terms & conditions. QUALIFICATIONS, EXPERIENCE Required Qualifications: Minimum Qualifications: - Bachelor’s degree in Information Technology or equivalent preferred. - Good knowledge of wealth management product -...

  • Wealth Management

    2 months ago

    Doha, Qatar VAM Systems Full time

    **Company Description** We are currently looking for Wealth Management - Application Tester for our Qatar operations with the following terms & conditions. QUALIFICATIONS, EXPERIENCE - Minimum 3-4 years’ relevant expertise in testing wealth management software. Joining time frame: 2 weeks (maximum 1 month) **Additional Information** Terms and...

  • Investment Advisor Wealth Management

    7 months ago

    Doha, Qatar UBS Full time

    Qatar - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 290425BR **City** - Doha **Job Type** - Full Time **Your role** - Do you follow the markets, even in your spare time? Do you want to bring your wealth expertise and join us in delivering an exceptional client experience? - We’re looking for an investment...

  • Premier Wealth Relationship Manager

    1 week ago

    Doha, Qatar HSBC Full time

    **Premier Wealth Relationship Manager - 0000HXDE** **Some careers prize diversity more than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support...

  • Premier Wealth Relationship Manager

    15 hours ago

    Doha, Qatar HSBC Full time

    **Premier Wealth Relationship Manager** **Some careers grow faster than others.*** If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers...

  • Java Developer

    7 months ago

    Doha, Qatar VAM Systems Full time

    We are currently looking for Java Developer - Wealth Management for our Qatar operations with the following terms & conditions. **Required Skills**: Education: Degree in Information Technology domain Professional Certification - Java Application Developer - Certification on Wealth Management / Business Analysis Skills & Experience: - 7 + years of...

  • Wealth Manager

    4 months ago

    Doha, Qatar Ateca Consulting Full time

    Key Responsibilities: - Develop and manage relationships with high-net-worth individuals. - Provide tailored financial advice on investments, estate planning, and tax strategies. - Manage client portfolios, offering timely investment adjustments. - Identify and acquire new clients through networking and referrals. - Provide regular performance reports and...

  • Head of Wealth Distribution

    7 months ago

    Doha, Qatar HSBC Full time

    -Job description Head of Wealth Distribution Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers...

  • Premier Wealth Relationship Manager

    4 months ago

    Doha, Qatar HSBC Full time

    -Job description **Premier Wealth Relationship Manager - 0000KKHM** Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction,...

  • Senior Premier Wealth Relationship Manager

    4 months ago

    Doha, Qatar HSBC Full time

    -Job description **Senior Premier Wealth Relationship Manager (ID: 0000KJS7)** Some careers grow faster than others. If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new...

  • Java Developer

    3 days ago

    Doha, Qatar Nair System Full time

    Nair Systems is currently looking for Java Developer (wealth Management Systems) for our Qatar operations with the following terms & conditions. **Education**: Degree in Information Technology domain Skills & Experience: Development experience in Java and JavaScript Development experience on Node Centre & Node Red Knowledge of using BIRT Reporting...

  • Sr. Java Developer

    7 months ago

    Doha, Qatar Nair System Full time

    Nair Systems is currently looking for Senior Java Developer - Wealth Management Systems for our Qatar operations with the following terms & conditions. Qualifications, Experience and Competencies: Degree in Information Technology domain Java Application Developer .NET Core Developer Certified Angular Developer Certified HTML5 Developer Certification...

  • Wealth Management Systems Consultant

    7 months ago

    Doha, Qatar Nair System Full time

    Nair Systems is currently looking for Wealth Management Systems Consultant for our UAE operations with the following terms & conditions. Relevant Experience Required Services - Prepare Technical Specification, Functional Specifications for assigned projects by himself or in conjunction with Vendors, Business Analyst or Business users for implementation. -...

  • Senior Vice President of Wealth Management

    4 months ago

    Doha, Qatar eFinancialCareers Full time

    Key Responsibilities: Client Relationship Management: Develop and maintain strong relationships with HNWIs and UHNWIs, serving as their primary advisor for alternative investment strategies. Provide tailored investment advice and portfolio management services that align with clients' financial goals and risk tolerance. Act as a trusted advisor, continuously...

  • Sales Manager

    6 days ago

    Doha, Qatar University Foundation College Full time

    The Role Our external client is looking for an exceptional Sales Manager who can lead a retail sales team successfully. You will be responsible for the day-to-day management of the store to achieve maximum profitability, growth and efficiency. We need someone who is confident engaging with customers and leading their team from the front. RESPONSIBILITIES...

  • Bsh QAtar

    5 days ago

    Doha, Qatar UBS Full time

    Qatar Information Technology (IT) Group Functions **Job Reference #** 244613BR **City** Doha **Job Type** Full Time **Your role** Are you solid as a rock when you’re juggling a lot of projects? Do you have strong analytical skills? We’re looking for someone like that who support the head of ‘Business Management’ of the Business Solution Hub...

  • Associate Director/manager

    6 days ago

    Doha, Qatar Delta Executive Search Full time

    Middle Eastern Sovereign Wealth Fund looking to hire an Associate Director or Manager to their Chemicals Investments Team