Job Description:
The High Net-Worth (HNW) Client Manager in Salmiyah oversees the relationships of affluent individuals and families by offering bespoke financial products and services. The manager coordinates with wealth advisors, portfolio managers, and tax specialists to deliver comprehensive wealth solutions.
They focus on client retention, cross-selling investment and lending solutions, and increasing share-of-wallet. They also ensure that clients receive high levels of service and regulatory compliance is strictly observed.
Job Requirement:
Bachelor’s degree in Business, Finance, or a related discipline.
Minimum 5 years of experience in private banking or wealth management.
Proven ability to manage relationships with HNW clients.
In-depth knowledge of wealth structuring, estate planning, and lending products.
Regulatory and compliance awareness.
Exceptional relationship management and problem-solving skills.
