Head of Wealth Management

Role DescriptionA Head of Wealth Management is responsible for leading wealth management strategy, client relationships, investment solutions, business growth, and team performance while ensuring strong service and regulatory standards.Key ResponsibilitiesDevelop and implement wealth management strategies and business plans.Lead wealth management and private client activities.Manage high-net-worth and affluent client relationships.Identify new clients, business opportunities, and growth initiatives.Oversee investment solutions, portfolio services, and financial planning.Monitor client portfolios, performance, risk, and investment objectives.Develop client acquisition, retention, and relationship management strategies.Coordinate with investment, banking, legal, tax, and advisory teams.Ensure investment recommendations align with client needs and risk profiles.Monitor market, economic, and investment trends.Ensure compliance with financial regulations, internal policies, and risk controls.Monitor business performance, revenue, assets under management, and KPIs.Prepare management reports, forecasts, and strategic recommendations.Lead, coach, and develop wealth management professionals.Improve client experience, service quality, and operational efficiency.QualificationsBachelor’s degree in Finance, Economics, Business Administration, Investment Management, or a related field.Extensive experience in wealth management, private banking, investment management, or financial advisory.Strong knowledge of investment products, portfolio management, and financial planning.Experience managing high-net-worth and affluent client relationships.Strong understanding of investment risk, asset allocation, and market trends.Excellent business development, communication, negotiation, and relationship management skills.Strong leadership and team management abilities.Experience with CRM, portfolio management, and financial systems.Strong analytical, commercial, and decision-making skills.Knowledge of financial regulations, compliance, and risk management.CFA, CFP, CWM, or similar professional qualification is advantageous.UAE/GCC wealth management or private banking experience is advantageous.Ability to manage multiple priorities and demanding deadlines.Professional, ethical, client-focused, strategic, and results-oriented.