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HNI Client Portfolio Manager

2 weeks ago

Doha, Baladīyat ad Dawḩah, Qatar lxbfYeaa Full time

Overview of QNB:

QNB Group is the largest bank in the Middle East and Africa region, providing a comprehensive range of advanced products and services to over 20 million customers through its subsidiaries and associate companies.

The bank has maintained its position as one of the highest rated regional banks from leading credit rating agencies, including Standard & Poor's (A), Moody's (Aa3), and Fitch (A+).

Role Summary:

As an HNI Client Portfolio Manager at QNB, you will be responsible for executing orders on behalf of high net worth clients based on their instructions, while adhering to policies and procedures.

You will maintain solid client relationships by providing factual market intelligence and perform trades manually on the QE system in the event of OMS breakdown.

  • Buy and sell securities on behalf of HNI clients.
  • Execute orders from HNI clients/call center executive/front desk via any form of authorized communication channel.
  • Document orders and transactions regarding trading activities.

Qualifications:

A graduate degree in Finance/Marketing/Economics or any other suitable discipline seasoned with CISI Professional qualifications is required. At least 3 years of experience in relationship management with at least 2 years in a Brokerage firm with Broker/Trader experience preferred.

Candidates working in Qatar are preferred.