VP / Head of Wealth Management 141 views2 applications



· BA in a relevant discipline from a recognized university.

· Preferably Wealth Management Professional certificate.

· CME1 is required.


· 10-12 Years of Wealth Management/ Private Banking experience with a leading Saudi financial institution of which a minimum of 3 years in a similar position.

· Fluent in English and Arabic.

· Excellent sales and relationship management skills.

· Strong interpersonal, communication and presentation skills (both verbal and written communication skills).

· Strong connections with the Saudi business community and an established client base.

· Strong understanding of customer & market dynamics and requirements.

· Proven strong team building and leadership skills.

· Extensive experience in liaising with external clients.

· Good understanding of regulatory environment.


· Developing Company’s sales strategy/calling plans for each customer segment across all entities and geographies in line with the company’s overall strategy.

· Developing the unit’s budget/plan in line with the company’s strategy and the market outlook/ trends.

· Ensuring that all targets are met or exceeded.

· Liaising with other Company’s business divisions to maximize sales of their products through the Saudi Market.

· Expanding the company’s client base across the Saudi Arabia.

· Participate with Deputy CEO and Heads of Departments to set Company’s strategic plan.


· Collate, review and prepare Company’s sales strategies, goals and budgets and ensure they support the company’s strategic objectives.

· Manage sales force and leverage available delivery channels to meet sales targets.

· Plan all sales activities including reviewing calling plans of account executives.

· Coordinate with concerned products divisions to increase sales of their respective products/ services.

· Lead institutional book-building efforts for transactions with fund managers.

· Participate in investor road shows and work closely with Business teams in preparation of investor presentations.

· Ensure relevant market feedback is available to all concerned functions.

· Ensure that customer complaints/ issues are captured and addressed.

· Recommend changes to outlet policies and procedures to improve efficiency (based upon audit reports).

· Build institutional relationships through networking, referral and cold calling.

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