JOB DESCRIPTION

• Client Relationship Management: Build, maintain, and deepen relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients from the MENA region.
• Portfolio Advisory: Provide tailored investment advice, wealth planning, and portfolio management solutions aligned with client goals.
• Business Development: Identify and attract new clients, expanding the bank’s MENA client base.
• Cross-Border Coordination: Collaborate with international teams to deliver seamless banking and investment services across jurisdictions.
• Product Expertise: Advise clients on a wide range of financial products, including equities, fixed income, structured products, and alternative investments.
• Regulatory Compliance: Ensure all client interactions and transactions comply with Swiss and international regulatory standards.
• Client Onboarding: Lead the onboarding process for new clients, including risk assessment, KYC, and account setup.
• Reporting & Analysis: Monitor client portfolios, prepare performance reports, and provide actionable insights.
• Relationship Strategy: Develop long-term strategies to enhance client loyalty and maximize wallet share.
• Collaboration with Internal Teams: Work closely with investment specialists, relationship managers, and operations to deliver a high-quality client experience.

YOUR PROFILE

• 8–12+ years in private banking or wealth management, with significant exposure to MENA clients.
• Proven track record in managing HNW/UHNW client relationships and acquiring new clients.
• Strong understanding of MENA markets, regulations, and investment preferences.
• Deep knowledge of equities, fixed income, structured products, alternative investments, and wealth planning solutions.
• Familiarity with Swiss banking regulations, cross-border compliance, and KYC/AML standards.
• Bachelor’s or Master’s degree in finance, economics, or related field; relevant certifications (CFA, CAIA, or similar) preferred.
• Excellent interpersonal, negotiation, and presentation skills; multilingual abilities (Arabic, English, French) highly advantageous.
• Strong financial analysis, portfolio assessment, and reporting capabilities.
• Proven ability to generate new business and grow client assets.
• Collaborative mindset with the ability to work across international teams and departments.

BENEFITS

• A dynamic, international, and client-focused working environment
• Competitive compensation package with performance-based incentives
• Access to robust platform capabilities and a wide range of products and services
• Opportunity to grow and make a significant impact in a strategic market.