Business Leads Analyst

A.Business Lead

a.Role Purpose: Lead the transformation of the Private Banking business by converting private banking deposits into active investment relationships, increasing Assets Under Management (AUM), growing investment revenue, and capturing cross-border wealth flows through the bank s international footprint. The role is responsible for leveraging the bank s presence in key wealth-generating markets, particularly India, Saudi Arabia, Turkey, and Egypt, to attract and onboard high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) into the bank s Qatar and Switzerland, and other international relevant booking centers. The incumbent will define the private banking growth strategy, enhance advisory capabilities, strengthen product offerings, and build a differentiated wealth proposition to increase market share and client wallet penetration.

b.Business Domain & Exposure: Background and exposure to International Private Banking, including Qatar and Switzerland Booking Centers Private Banking Wealth Management Investments & Advisory High-Net-Worth (HNW) & Ultra-High-Net-Worth (UHNW) Clients International Wealth Flows Asset Under Management (AUM) Growth Cross-Border Wealth Management Wealth Lending & Structured Financing Portfolio Advisory Client Acquisition & Relationship Management India, Saudi Arabia, Turkey, and Egypt Wealth Corridors

c.Key Responsibilities:

Private Banking Growth & Investment Revenue:

1.Develop and execute the Private Banking growth strategy to increase investment penetration and AUM.

2.Drive conversion of deposits into investment and advisory products.

3.Increase investment revenue, fee income, and wallet share across the Private Banking portfolio.

4.Establish growth targets and market share objectives across key wealth corridors.

International Wealth Flow Capture:

1.Leverage the bank s footprint across India, Saudi Arabia, Turkey, and Egypt to attract HNW and UHNW clients. Develop and implement strategies to channel wealth flows into Qatar, Switzerland and other international relevant booking centers, with measurable results.

2.Strengthen cross-border client acquisition and referral models, with concrete and measurable results

3.Build partnerships and networks to enhance access to target wealth markets.

Client Segmentation & Wealth Strategy:

1.Define target client segments, wealth personas, and priority client profiles.

2.Identify high-potential prospects and wealth creation ecosystems.

3.Develop acquisition strategies tailored to entrepreneurs, family businesses, corporate executives, and investors.

4.Establish client prioritization and coverage frameworks.

Product & Advisory Proposition Enhancement:

1.Define and enhance the Private Banking product offering including:

-Discretionary & Advisory Portfolio Solutions

-Mutual Funds & Investment Funds

-Structured Products

-Fixed Income & Bonds

-Equities

-Alternative Investments

-Wealth Lending & Leverage Financing

-FX & USD Conversion Solutions supporting investment activity

-Investment Advisory

-Lombard lending

2.Identify product gaps and recommend enhancements to improve competitiveness.

RM Capability & Advisory Excellence:

1.Define target RM coverage models and productivity standards.

2.Lead RM hiring, training, certification, and capability-building programs.

3.Strengthen investment advisory and wealth planning competencies.

4.Establish best practices for client acquisition, advisory, and portfolio reviews.

Portfolio Advisory & CIO Capability.

1.Build and Strengthen CIO and investment advisory capabilities.

2.Enhance portfolio construction, suitability, and advisory frameworks.

3.Ensure consistent investment messaging and market insights.

4.Drive alignment between advisory services and client investment objectives.

Digital Wealth & Client Experience:

1.Define digital platform capabilities required to support Private Banking growth.

2.Enhance onboarding, advisory, investment execution, and servicing journeys.

3.Improve client experience across all wealth management touchpoints.

4.Support implementation of digital wealth and portfolio management tools.

Benchmarking & Market Positioning:

1.Benchmark the Private Banking proposition against leading regional and global wealth managers.

2.Assess market trends, competitor capabilities, and emerging client expectations.

3.Recommend strategic initiatives to strengthen the bank s wealth management proposition.

d.Experience & Profile

Experience:

1.12+ years of experience in Private Banking, Wealth Management, Investments, or International Wealth Advisory. Exposed to International wealth management or private banking investment solutions is crucial.

2.Proven track record in AUM growth, investment revenue generation, and wealth acquisition.

3.Experience serving HNW and UHNW clients across international markets.

4.Exposure to cross-border booking models and international wealth centers.

5.Experience building advisory teams and wealth propositions.

Profile:

1.Deep understanding of Private Banking and Wealth Management business models.

2.Strong knowledge of investment products, portfolio advisory, and wealth lending solutions.

3.Experience in client segmentation, wealth acquisition, and international wealth flow strategies.

4.Strong commercial mindset focused on AUM growth and investment revenues.

5.Experience developing RM capabilities and advisory excellence programs.

6.Strong stakeholder management and business development skills.

7.Based in Qatar.

8.Fluency in Arabic and English is mandatory.

B.Business Analyst:

a.Role Purpose: Support the development and execution of the Private Banking growth strategy by analyzing wealth opportunities, identifying target client segments, and enabling implementation of products, advisory capabilities, digital platforms, and operating model enhancements required to increase investment revenue and AUM. The role will support initiatives aimed at attracting international wealth flows from India, Saudi Arabia, Turkey, and Egypt into the bank s Qatar and Switzerland booking centers.

b.Business Domain & Exposure: Private Banking Wealth Management Investments & Advisory HNW & UHNW Client Segmentation International Wealth Flows Portfolio Advisory Wealth Lending Digital Wealth Platforms Client Acquisition & Analytics Qatar and Switzerland Booking Centers

Desired Candidate Profile

• 12+ years of experience in Private Banking, Wealth Management, Investments, or International Wealth Advisory. Exposed to International wealth management or private banking investment solutions is crucial.
• Proven track record in AUM growth, investment revenue generation, and wealth acquisition.
• Experience serving HNW and UHNW clients across international markets.
• Exposure to cross-border booking models and international wealth centers.
• Experience building advisory teams and wealth propositions.
• Deep understanding of Private Banking and Wealth Management business models.
• Strong knowledge of investment products, portfolio advisory, and wealth lending solutions.
• Experience in client segmentation, wealth acquisition, and international wealth flow strategies.
• Strong commercial mindset focused on AUM growth and investment revenues.
• Experience developing RM capabilities and advisory excellence programs.
• Strong stakeholder management and business development skills.
• Based in Qatar.
• Fluency in Arabic and English is mandatory.
• 7 10 years of experience in Private Banking, Wealth Management, Investments, Business Analysis, Product Management, or Banking Transformation.
• Experience supporting wealth management or advisory initiatives preferred.
• Exposure to HNW/UHNWA client segments and investment products is advantageous.
• Strong understanding of Private Banking, investment products, and wealth advisory models.
• Experience in client analytics, segmentation, and business requirements gathering.
• Knowledge of portfolio advisory, wealth lending, and digital wealth capabilities.
• Strong analytical, stakeholder management, and problem-solving skills.
• Experience supporting growth and transformation initiatives.
• Based in Qatar.
• Fluency in Arabic and English is mandatory.