Wealth Management Director

Job Title
- Wealth Management Director_

Role Summary

The Wealth Management Director is responsible for leading the overall wealth management strategy, client offering, and team performance, with a focus on high‑net‑worth and ultra‑high‑net‑worth clients. The role combines leadership, business development, and technical advisory oversight to ensure best‑in‑class client experience and sustainable growth of assets under management.

Key Responsibilities

• Define and execute the wealth management business strategy, including client segmentation, product offering, and pricing.
• Lead, mentor, and develop a team of relationship managers/wealth advisors, setting clear performance goals and ensuring high standards of client service.
• Oversee the design and delivery of holistic wealth solutions covering investment management, financial planning, retirement, estate, and tax‑aware strategies.
• Review and approve complex client proposals, portfolio strategies, and investment recommendations prepared by the advisory team.
• Drive new business and assets under management growth through networking, partnerships, and targeted business development initiatives.
• Maintain strong relationships with key clients, acting as senior point of escalation for complex or sensitive matters.
• Coordinate with Investment, Treasury, Legal, Compliance, Tax, and Operations teams to ensure seamless delivery of wealth services.
• Monitor financial markets, regulatory changes, and competitive trends, adjusting the business and investment approach as needed.
• Own P&L for the wealth management unit (or assigned segment), including revenue, cost management, and profitability targets.
• Ensure full adherence to all internal policies, risk frameworks, and regulatory requirements, fostering a strong compliance culture.
• Implement and enhance processes, technology, and reporting to improve efficiency, risk control, and client experience.

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field; Master’s degree or MBA preferred.
• Professional certifications such as CFA, CFP, CISI, or equivalent are strongly preferred.
• 10+ years of experience in wealth management, private banking, or investment advisory, including several years in a leadership role.
• Proven track record in managing and growing a book of high‑net‑worth / ultra‑high‑net‑worth clients and assets under management.
• Deep knowledge of investment products, portfolio construction, financial planning, and wealth structuring; familiarity with regional tax and estate considerations is an advantage.
• Strong leadership skills with experience building, coaching, and performance‑managing advisory teams.
• Excellent communication and presentation skills, with the ability to simplify complex financial concepts for clients.
• Strong commercial mindset, negotiation skills, and ability to drive revenue while maintaining high ethical standards.
• High level of integrity, risk awareness, and commitment to regulatory compliance.

Key Competencies

• Strategic thinking and business planning.
• Client relationship management and networking.
• People leadership and talent development.
• Analytical and decision‑making skills.
• Results orientation and accountability.
• Ability to work under pressure and manage multiple priorities.

Job Types: Full-time, Part-time, Permanent, Temporary, Contract, Internship, New grad
Contract length: 12 months

Pay: BD55.000 - BD90.000 per hour

Expected hours: No less than 20 per week

Work Location: In person