# Private Banking Analyst — Vistas Global

Canonical: https://jobxdubai.com/jobs/li-4477246609-private-banking-analyst
Location: Doha, Qatar
Type: full_time · Level: senior
Monthly salary: AED 12,108 to 18,162 per month (estimated, not employer-stated) (UAE salaries are tax-free)
Posted: 2026-10-11
Apply: https://www.linkedin.com/jobs/view/private-banking-analyst-at-vistas-global-4477246609?_l=en

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## Description

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.

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## Requirements

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.

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