Business Leads Analyst - PB- Regional Proposition PB onshore deposit activation

Job Role:

Business Leads Analyst JDs - PB
- Regional Proposition PB onshore deposit activation

7-10 years

Qatar (Onsite)

1 year

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.

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

• Develop and execute the Private Banking growth strategy to increase investment penetration and AUM.
• Drive conversion of deposits into investment and advisory products.
  3.Increase investment revenue, fee income, and wallet share across the Private Banking portfolio.
• Establish growth targets and market share objectives across key wealth corridors.

• 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.
• Strengthen cross-border client acquisition and referral models, with concrete and measurable results
• Build partnerships and networks to enhance access to target wealth markets.

• Define target client segments, wealth personas, and priority client profiles.
• Identify high-potential prospects and wealth creation ecosystems.
• Develop acquisition strategies tailored to entrepreneurs, family businesses, corporate executives, and investors.
• Establish client prioritization and coverage frameworks.

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

• Define target RM coverage models and productivity standards.
• Lead RM hiring, training, certification, and capability-building programs.
  3.Strengthen investment advisory and wealth planning competencies.
• Establish best practices for client acquisition, advisory, and portfolio reviews.

• Build and Strengthen CIO and investment advisory capabilities.
• Enhance portfolio construction, suitability, and advisory frameworks.
• Ensure consistent investment messaging and market insights.
• Drive alignment between advisory services and client investment objectives.

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