Reporting to: Chief Private Wealth Officer
Purpose of the Role
Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring a high standard of client service across the Private Wealth business.
Key Responsibilities
- Support Relationship Directors in managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios.
- Participate in client meetings and assist in preparing investment proposals, presentations, and portfolio reviews , Managing emails, documentation, and meeting notes for Relationship Directors
- Running cash flow models and portfolio analysis in Excel
- Drive client onboarding and coordinate KYC and account-opening processes.
- Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation, Tracking client pipelines, investments, and follow-ups
- Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams to ensure timely execution of client requests and transactions.
- Monitor client portfolios and assist in preparing periodic investment and performance reviews.
- Maintain strong client relationships and deliver exceptional client service standards.
- Support marketing and capital formation activities for private market and investment products.
- Mentor junior team members and provide support to the Client Services team when required.
Experience & Qualifications
- 4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
- Strong understanding of investment products, capital markets, and alternative investments.
- Experience dealing with HNW and UHNW clients.
- Strong communication, relationship management, and presentation skills.
- Fluency in English; Arabic is preferred.
- Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
- Preferred to hold Professional qualifications such as CFA, CISI, or equivalent are considered an advantage.
- Advanced Excel (cash flow modelling, portfolio tracking, scenario analysis)
- Strong PowerPoint skills (client-ready presentations)
- Familiarity with CRM systems and portfolio management tools
- Understanding of private markets / alternatives (preferred)
- Fluent in both Arabic and English, with strong verbal and written communication skills.
Success Factors
- Strong ownership mindset with the ability to independently manage, track, and follow up on multiple client requests and deliverables.
- Exceptional attention to detail with a focus on accuracy across client materials, transactions, and reporting.
- Proven execution capability with the ability to deliver high-quality outputs under tight timelines.
- Effective coordination skills, ensuring seamless collaboration across internal teams and timely completion of client-related activities.
- Proactive attitude with strong follow-through, anticipating the needs of Relationship Directors and clients.
- Strong organizational and prioritization skills, with the ability to manage multiple tasks and maintain structured tracking of client pipelines, requests, and deliverables.
