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Private Banking Expert

2 weeks ago

Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time
About the Role

We are seeking an experienced Private Banking Expert to join our team at lxbfYeaa. As a key member of our private banking team, you will be responsible for providing expert advice and guidance to high net worth clients on all aspects of their financial portfolios.

  • Provide comprehensive financial planning and advisory services to high net worth clients, including investment advice, wealth management, and succession planning.
  • Develop and implement customized financial plans to meet the unique needs and goals of each client.
  • Stay up-to-date with market trends and competitor activity, identifying opportunities to enhance our offerings and stay ahead of the competition.
  • Collaborate with internal teams to ensure seamless delivery of products and services to clients.
Requirements

To succeed in this role, you will need:

  • A minimum of 10 years' experience in private banking, with a strong background in wealth management and financial planning.
  • Excellent communication and interpersonal skills, with the ability to build trust and rapport with clients.
  • In-depth knowledge of Islamic finance and its application in the private banking sector.
  • The ability to work independently and as part of a team, with excellent problem-solving and analytical skills.