Descrição
We are seeking a motivated and experienced Wealth Management Director to lead and grow our wealth‑management business. In this role, you will oversee a team of relationship managers and advisors, deliver comprehensive financial solutions to high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients, and drive revenue growth while ensuring a high standard of client service and regulatory compliance.
Key Responsibilities
- Lead and manage a team of wealth‑management advisors and relationship managers, providing coaching, performance reviews, and career development.
- Develop and execute a regional or branch‑level business strategy to grow assets under management (AUM), new client acquisition, and revenue targets.
- Build and maintain long‑term relationships with high‑net‑worth clients, understanding their financial objectives, risk profiles, and family needs.
- Oversee the design and delivery of holistic wealth solutions, including investment strategy, portfolio management, wealth planning, succession/planning, and financing solutions.
Required Qualifications and Skills
- Bachelor’s degree in Finance, Business, Economics, or a related field; advanced degree or CFA, CFP, or similar certification is preferred.
- Typically 8-12+ years of experience in wealth management, private banking, or financial advisory, with at least 3-5 years in a leadership or management role.
- Strong knowledge of investment products (equities, fixed income, funds, alternatives), portfolio construction, and asset allocation.
Job Types: Full-time, Part-time, Contract, Permanent, New grad, Temporary, Internship
Contract length: 12 months
Pay: RO120.000 - RO200.000 per hour
Expected hours: No less than 20 per week
Work Location: In person