Regional Wealth Management Manager
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Key skills for this role
About the Role
Vistas Global seeks a Regional Wealth Management Manager to lead private banking transformation in Qatar. The role focuses on converting deposits into active investments, growing AUM, and capturing cross-border wealth flows.
Key Skills for This Role
Responsibilities
- Lead the transformation of the Private Banking business by converting private banking deposits into active investment relationships
- Increase Assets Under Management (AUM) and grow investment revenue
- Capture cross border wealth flows through the bank’s international footprint
- Leverage the bank’s presence in key wealth generating markets (India, Saudi Arabia, Turkey, Egypt) to attract and onboard HNWIs and UHNWIs
- Define the private banking growth strategy, enhance advisory capabilities, strengthen product offerings, and build a differentiated wealth proposition
Requirements
- 7–10 years of experience in Private Banking, Wealth Management, Investments, Business Analysis, Product Management, or Banking Transformation
- Experience supporting wealth management or advisory initiatives preferred
- Exposure to HNW/UHNW client segments and investment products
- Strong understanding of Private Banking, investment products, and wealth advisory models
- Experience in client analytics, segmentation, and business requirements gathering
- Knowledge of portfolio advisory, wealth lending, and digital wealth capabilities
- Strong analytical, stakeholder management, and problem solving skills
- Experience supporting growth and transformation initiatives
- Based in Qatar
- Fluency in Arabic and English is mandatory
Full Job Posting
Role Purpose
- Lead the transformation of the Private Banking business by converting private banking deposits into active investment relationships, increasing AUM, growing investment revenue, and capturing cross border wealth flows through the bank’s international footprint.
- Leverage the bank’s presence in key wealth generating markets, particularly India, Saudi Arabia, Turkey, and Egypt, to attract and onboard HNWIs and UHNWIs into the bank’s Qatar and Switzerland, and other international relevant booking centers.
- Define the private banking growth strategy, enhance advisory capabilities, strengthen product offerings, and build a differentiated wealth proposition to increase market share and client wallet penetration.
Experience
- 7–10 years of experience in Private Banking, Wealth Management, Investments, Business Analysis, Product Management, or Banking Transformation.
- Experience supporting wealth management or advisory initiatives preferred.
- Exposure to HNW/UHNW client segments and investment products is advantageous.
Profile
- Strong understanding of Private Banking, investment products, and wealth advisory models.
- Experience in client analytics, segmentation, and business requirements gathering.
- Knowledge of portfolio advisory, wealth lending, and digital wealth capabilities.
- Strong analytical, stakeholder management, and problem solving skills.
- Experience supporting growth and transformation initiatives.
- Based in Qatar.
- Fluency in Arabic and English is mandatory.
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