Senior Vice President of Wealth Management

September 17, 2024

Northern Trust

Doha

OTHER & FULL TIME

The Senior Vice President - Wealth Management will be responsible for leading the development and management of a sophisticated client base of high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs), with a specific focus on alternative investment strategies and capital raising. This role demands an in-depth understanding of alternative investment products, including private equity, hedge funds, real estate, and other non-traditional asset classes. The SVP will play a critical role in raising capital from investors, providing bespoke investment solutions, ensuring the highest level of client satisfaction, and driving the business unit's growth.

Key Responsibilities:
Client Relationship Management:

Develop and maintain strong relationships with HNWIs and UHNWIs, serving as their primary advisor for alternative investment strategies.
Provide tailored investment advice and portfolio management services that align with clients' financial goals and risk tolerance.
Act as a trusted advisor, continuously assessing client needs and proactively offering innovative solutions.

Capital Raising:

Lead efforts to raise capital from investors for various alternative investment vehicles, including private equity, hedge funds, and real estate funds.
Develop and implement strategic capital raising plans, targeting HNWIs, UHNWIs, family offices, and institutional investors.
Collaborate with the product development and marketing teams to create compelling investment propositions that resonate with target investors.

Investment Strategy & Execution:

Design and implement bespoke investment strategies across various alternative asset classes, including private equity, hedge funds, real estate, and other non-traditional investments.
Oversee the due diligence process, ensuring thorough analysis and assessment of potential investments.
Monitor and report on the performance of client portfolios, making adjustments as necessary to optimize returns.

Business Development:

Identify and capitalize on opportunities to expand the client base, leveraging networks and market knowledge.
Collaborate with the business development team to structure and promote new alternative investment products.
Lead client pitches and presentations, effectively communicating the value proposition of alternative investments and the capital raising strategy.

Qualifications & Experience:

Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or CFA preferred.
A minimum of 8-10 years of experience in investment banking, wealth management, or asset management, with a focus on alternative investments and capital raising.
Proven track record of managing and growing a sophisticated client portfolio, specifically within the HNWI and UHNWI segments.
Demonstrated success in raising capital from investors, including HNWIs, UHNWIs, family offices, and institutional investors.
Deep knowledge of alternative investment products and strategies, including private equity, hedge funds, real estate, and other non-traditional assets.
Exceptional client relationship management skills, with the ability to build trust and credibility with high-profile clients.
Strong leadership and team management capabilities, with experience in mentoring and developing junior professionals.
Excellent communication, presentation, and interpersonal skills