Senior Portfolio Manager

2 days ago

Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time
  • Salary: Competitive compensation package with uncapped earnings potential.

Job Description:

We are seeking an experienced Senior Relationship Manager to join our team. The ideal candidate will possess a strong portfolio of HNW and UHNW clients and demonstrate the ability to raise significant capital for the syndication of bespoke investment products.

Key Responsibilities:

  • 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 investments for the syndication of a variety of investment 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.

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