Director Wealth Management

About the Role

This role is responsible for managing and expanding relationships, delivering tailored investment solutions, and driving AUM growth through client acquisition and portfolio development.

Key Responsibilities

• Lead and manage relationships with high-value clients, providing bespoke investment advisory
• Drive AUM growth through new business development and deepening existing relationships
• Oversee portfolio management aligned with client objectives and risk profiles
• Present investment opportunities, product strategies, and performance updates with clarity
• Ensure full adherence to CMA regulations and internal policies
• Support strategic planning, budgeting, and overall function performance

Experience/Requirements

• Bachelor’s degree in Finance, Economics, or related field (Master’s preferred)
• 12–15+ years of experience in a financial or banking institution, with a strong background as a Relationship Manager or similar client-facing investment role
• Preferred: Experience in Wealth Management or a similar profession in the Middle East Market.
• Proven experience managing HNW/UHNW clients and family offices
• Strong knowledge of investment products, portfolio management, and financial markets
• Exceptional communication and influencing skills
• Strategic mindset with leadership experience at a senior level

Key Skills

• Wealth & Portfolio Management
• Client Relationship Management
• Financial Analysis & Risk Assessment
• Business Development & AUM Growth
• Stakeholder Management
• Communication & Influencing