Business Head - Wealth Management
Qataryello
The client is a specialist wealth and asset management platform serving high‑net‑worth and ultra‑high‑net‑worth individuals. The organisation provides tailored investment, advisory and structuring solutions, with a strong emphasis on relationship‑led service, long‑term capital preservation and cross‑border wealth needs.
The following the responsibilities of the role
- Define and execute the overall business strategy for the NRI segment, aligned with the organisation's broader wealth management objectives.
- Build, lead and scale a high‑performing NRI‑focused relationship management and advisory team.
- Develop and manage relationships with high‑net‑worth and ultra‑high‑net‑worth NRI clients, acting as a senior point of contact for key relationships.
- Drive asset gathering, revenue growth and profitability across investment, advisory and lending solutions relevant to NRI clients.
- Oversee client acquisition strategies across priority geographies, referral networks and strategic partnerships.
- Ensure delivery of holistic wealth solutions, including investments, portfolio advisory, estate and succession planning, and cross‑border structuring.
- Work closely with investment, product, legal and compliance teams to ensure solutions are aligned with regulatory requirements across jurisdictions.
- Monitor market trends, client needs and competitive dynamics within the NRI wealth management space.
- Maintain strong governance, risk management and conduct standards across all client and business activities.
- Represent the organisation at industry events, client forums and strategic engagements relevant to the NRI segment.
The ideal candidate has the following
- 15+ years' experience in private banking or wealth management, with a significant focus on NRI clientele.
- Bachelor's degree in Finance, Economics, Business or a related discipline; postgraduate qualification or professional certifications preferred.
- Proven track record of building and scaling NRI‑focused wealth management businesses.
- Deep understanding of NRI client needs, including cross‑border investments, structuring, taxation considerations and succession planning.
- Strong leadership experience managing senior relationship managers and advisory teams.
- Demonstrated ability to drive revenue growth, client acquisition and long‑term client retention.
- Excellent relationship management and communication skills, with credibility at UHNW client level.
- Strong commercial judgement, governance mindset and commitment to ethical client outcomes.
Vacancy posted 5 days ago
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