Private Banking Analyst

Role Purpose Support the development and execution of the Private Banking growth strategy by analyzing wealth opportunities, identifying target client segments, and enabling implementation of products, advisory capabilities, digital platforms, and operating model enhancements required to increase investment revenue and AUM. The role will support initiatives aimed at attracting international wealth flows from India, Saudi Arabia, Turkey, and Egypt into the bank’s Qatar and Switzerland booking centers. b. Business Domain & Exposure Private Banking Wealth Management Investments & Advisory HNW & UHNW Client Segmentation International Wealth Flows Portfolio Advisory Wealth Lending Digital Wealth Platforms Client Acquisition & Analytics Qatar and Switzerland Booking Centers c. Key Responsibilities Client & Wealth Analytics 1. Analyze Private Banking portfolios, deposits, investment penetration, and wealth trends. 2. Identify high-potential prospects and target wealth segments. 3. Support development of client personas and acquisition strategies. 4. Conduct market and competitor benchmarking. Product & Proposition Development 1. Support assessment of product gaps and advisory capabilities. 2. Gather and document requirements for new investment, lending, and advisory solutions. 3. Assist in developing differentiated Private Banking propositions. 4. Proactive ideas and solution to the business lead. RM & Advisory Enablement 1. Support RM coverage and productivity frameworks. 2. Assist in defining training and capability development requirements. 3. Support implementation of advisory processes and portfolio review frameworks. Digital Wealth & Client Journey Transformation 1. Analyze current client journeys and identify opportunities for enhancement. 2. Support implementation of digital wealth platform capabilities. 3. Assist in designing onboarding, advisory, servicing, and investment execution journeys. Stakeholder Coordination & Delivery 1. Coordinate with Private Banking, Investments, Product, Digital, Operations, and Technology teams. 2. Support implementation of strategic growth initiatives. 3. Facilitate requirements gathering and stakeholder workshops. Performance Monitoring & Reporting 1. Develop dashboards and reports tracking AUM growth, investment penetration, wealth acquisition, and RM productivity. 2. Monitor outcomes against strategic objectives. 3. Provide analytical insights to support business decision-making. d. Experience & Profile Experience 1. 7–10 years of experience in Private Banking, Wealth Management, Investments, Business Analysis, Product Management, or Banking Transformation. 2. Experience supporting wealth management or advisory initiatives preferred. 3. Exposure to HNW/UHNW client segments and investment products is advantageous. Profile 1. Strong understanding of Private Banking, investment products, and wealth advisory models. 2. Experience in client analytics, segmentation, and business requirements gathering. 3. Knowledge of portfolio advisory, wealth lending, and digital wealth capabilities. 4. Strong analytical, stakeholder management, and problem-solving skills. 5. Experience supporting growth and transformation initiatives. 6. Based in Qatar. 7. Fluency in Arabic and English is mandatory. Show more Show less

Experience 7–10 years in Private Banking, Wealth Management, Investments, Business Analysis, Product Management, or Banking Transformation. Experience supporting wealth management or advisory initiatives preferred. Exposure to HNW/UHNW client segments and investment products advantageous. Fluency in Arabic and English is mandatory.

Client & Wealth Analytics: Analyze Private Banking portfolios, deposits, investment penetration, and wealth trends; Identify high-potential prospects and target wealth segments; Support development of client personas and acquisition strategies; Conduct market and competitor benchmarking. Product & Proposition Development: Support assessment of product gaps and advisory capabilities; Gather and document requirements for new investment, lending, and advisory solutions; Assist in developing differentiated Private Banking propositions; Proactive ideas and solution to the business lead. RM & Advisory Enablement: Support RM coverage and productivity frameworks; Assist in defining training and capability development requirements; Support implementation of advisory processes and portfolio review frameworks. Digital Wealth & Client Journey Transformation: Analyze current client journeys and identify opportunities for enhancement; Support implementation of digital wealth platform capabilities; Assist in designing onboarding, advisory, servicing, and investment execution journeys. Stakeholder Coordination & Delivery: Coordinate with Private Banking, Investments, Product, Digital, Operations, and Technology teams; Support implementation of strategic growth initiatives; Facilitate requirements gathering and stakeholder workshops. Performance Monitoring & Reporting: Develop dashboards and reports tracking AUM growth, investment penetration, wealth acquisition, and RM productivity; Monitor outcomes against strategic objectives; Provide analytical insights to support business decision-making.