Senior Vice President of Wealth Management

Confidential - Qatar - Doha
Confidential

Role Overview:

The Senior Vice President - Wealth Management will be responsible for leading the development and management of a sophisticated client base of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), with a specific focus on alternative investment strategies and capital raising. This role demands an in-depth understanding of alternative investment products, including private equity, hedge funds, real estate, and other non-traditional asset classes. The SVP will play a critical role in raising capital from investors, providing bespoke investment solutions, ensuring the highest level of client satisfaction, and driving the growth of the business unit.


Key Responsibilities:

Client Relationship Management:

  • Develop and maintain strong relationships with HNWIs and UHNWIs, serving as their primary advisor for alternative investment strategies.
  • Provide tailored investment advice and portfolio management services that align with clients' financial goals and risk tolerance.
  • Act as a trusted advisor, continuously assessing client needs and proactively offering innovative solutions.


Capital Raising:

  • Lead efforts to raise capital from investors for various alternative investment vehicles, including private equity, hedge funds, and real estate funds.
  • Develop and implement strategic capital raising plans, targeting HNWIs, UHNWIs, family offices, and institutional investors.
  • Collaborate with the product development and marketing teams to create compelling investment propositions that resonate with target investors.


Investment Strategy & Execution:

  • Design and implement bespoke investment strategies across various alternative asset classes, including private equity, hedge funds, real estate, and other non-traditional investments.
  • Oversee the due diligence process, ensuring thorough analysis and assessment of potential investments.
  • Monitor and report on the performance of client portfolios, making adjustments as necessary to optimize returns.


Business Development:

  • Identify and capitalize on opportunities to expand the client base, leveraging networks and market knowledge.
  • Collaborate with the business development team to structure and promote new alternative investment products.
  • Lead client pitches and presentations, effectively communicating the value proposition of alternative investments and the capital raising strategy.



Qualifications & Experience:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or CFA preferred.
  • A minimum of 8-10 years of experience in investment banking, wealth management, or asset management, with a focus on alternative investments and capital raising.
  • Proven track record of managing and growing a sophisticated client portfolio, specifically within the HNWI and UHNWI segments.
  • Demonstrated success in raising capital from investors, including HNWIs, UHNWIs, family offices, and institutional investors.
  • Deep knowledge of alternative investment products and strategies, including private equity, hedge funds, real estate, and other non-traditional assets.
  • Exceptional client relationship management skills, with the ability to build trust and credibility with high-profile clients.
  • Strong leadership and team management capabilities, with experience in mentoring and developing junior professionals.
  • Excellent communication, presentation, and interpersonal skills

Post date: 22 September 2024
Publisher: LinkedIn
Post date: 22 September 2024
Publisher: LinkedIn