Investment Advisor Wealth Management

6 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 advisor to:
- define advisory processes and agreements that best meet our clients’ needs, in cooperation with the Relationship Manager
- proactively manage client book and make sure clients are invested according to their risk profile
- regularly contact clients with investment opportunities and constantly bring expertise and content to clients through regular market updates
- perform strategic client reviews, ensuring follow-ups and implementation
- carry out important risk management tasks to meet legal and regulatory requirements

**Your Career Comeback**

**Your team**
- You’ll be working as part of Wealth Management Qatar. We help institutions, high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them.

**Your expertise**
- ideally over 12 years of experience working in wealth management, private banking or asset management
- solid knowledge of financial markets
- excellent communicator, with great presentation skills
- skilled at initiating, nurturing and developing strong interpersonal relationships
- fluent in English, Arabic is a plus
- CFA/CAIA is a plus

**About us**
- UBS is the world’s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors..
- We have a presence in all major financial centers in more than 50 countries.

**Join us**
- At UBS, we embrace flexible ways of working when the role permits. We offer different working arrangements like part-time, job-sharing and hybrid (office and home) working. Our purpose-led culture and global infrastructure help us connect, collaborate, and work together in agile ways to meet all our business needs.
- From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

**Contact Details**
- UBS Business Solutions SA
- UBS Recruiting

**Disclaimer / Policy Statements**
- UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.

  • Senior Vice President of Wealth Management

    4 months ago

    Doha, Qatar Northern Trust Full time

    The Senior Vice President - Wealth Management will be responsible for leading the development and management of a sophisticated client base of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), with a specific focus on alternative investment strategies and capital raising. This role demands an in-depth understanding of...

  • 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 days 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...

  • 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...

  • Senior Vice President of Wealth Management

    3 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...

  • 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...

  • 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,...

  • Wealth Management

    3 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...

  • Real Assets Investment Manager

    1 month ago

    Doha, Baladīyat ad Dawḩah, Qatar PER, Private Equity Recruitment Full time

    Estimated Salary: $120,000 - $180,000 per annumAbout our clientAs a leading international investment manager, we are seeking an experienced Real Assets Investment Manager to join our team. This role will be focused on fund investments across the entire real assets universe, including infrastructure, natural resources, and real estate.The ideal candidate will...

  • 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...

  • Premier Wealth Relationship Manager

    9 months ago

    Doha, Qatar HSBC Full time

    -Job description 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 opportunities, support and rewards that...

  • 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 -...

  • Senior Relationship Manager

    4 weeks ago

    Doha, Qatar AIA Singapore Private Limited Full time

    Role Overview: The Senior Relationship Manager will be responsible for leading the development and management of a sophisticated client base of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), with a specific focus on alternative investment strategies and capital raising. This role demands an in-depth understanding of...

  • Senior Real Assets Investment Manager

    1 month ago

    Doha, Baladīyat ad Dawḩah, Qatar PER, Private Equity Recruitment Full time

    Investment Opportunities in Real AssetsIn our latest search, we are seeking a highly skilled Associate Director to join the real assets investment team of a leading international investment manager. The role will focus on fund investments across the entire real assets universe, encompassing infrastructure, natural resources, and real estate.This is an...

  • Alternative Investment Strategist and Capital Raiser

    4 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar eFinancialCareers Full time

    **Job Overview:**eFinancialCareers is seeking an experienced Senior Vice President of Wealth Management to lead our alternative investment efforts.

  • Strategic Portfolio Manager for Ultra-High Net Worth Clients

    1 month ago

    Doha, Baladīyat ad Dawḩah, Qatar eFinancialCareers Full time

    About the RoleWe are seeking an experienced Strategic Portfolio Manager to join our team in eFinancialCareers. As a key member of our wealth management division, you will be responsible for managing relationships with ultra-high net worth clients and providing tailored investment advice.Key Responsibilities:Client Relationship Management:Create and maintain...

  • Director, Risk Management, Global Investment Firm

    2 weeks ago

    Doha, Qatar Private Equity Recruitment Ltd Full time

    **Reference** 11483 **About our client** Our client is a leading alternative investment firm with a strong track record. This is an exciting opportunity for a Director to join a lean risk management team based in Doha, Qatar. These professionals will work alongside all relevant global investment teams, helping to advise on investments pre-acquisition as...

  • Real Assets Investment Manager

    4 weeks ago

    Doha, Baladīyat ad Dawḩah, Qatar PER, Private Equity Recruitment Full time

    About Our ClientWe are seeking a seasoned investment professional to join our private equity team as a Real Assets Investment Manager in Doha, Qatar. The successful candidate will be responsible for screening new investments, evaluating existing ones, and establishing relationships with general partners and industry contacts.Key Responsibilities:Evaluate new...

  • Director, Risk Management, Global Investment Group

    7 months ago

    Doha, Qatar PER, Private Equity Recruitment Full time

    Director, Risk Management, Global Investment Group, Doha, Qatar **About our client** Our client is a leading investment firm with a strong track record, and a successful international M&A advisory platform. This is an exciting opportunity for a Director to play a lead role in the risk management team based in Doha, Qatar. The Director will work alongside...