Wealth Management Leader
2 weeks ago
Lead a team of skilled professionals to develop and execute strategic wealth management plans.
- Market and place investment products with high-net-worth individuals, utilizing relationship management skills.
Develop and manage a structured investor database categorized by investment profiles and risk tolerance.
Build and nurture long-term client relationships, ensuring high levels of trust and performance transparency.
Conduct continuous market research to identify trends and match them with client preferences.
- Create end-to-end investment processes that meet regulatory standards.
Skill Requirements
- Bachelor's degree in Finance, Economics, or related field; MBA or Master's preferred.
- Minimum 5 years' experience in investment placement, private banking, or wealth management.
- At least 2 years of recent experience in an investment bank or financial institution in Kuwait.
About the Role
- Promote fundraising efforts for new investment opportunities through direct client engagement.
Key Responsibilities
- Strategically manage the Wealth Management department within an organization.
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