Senior Associate - Wealth Management & Family Office Services

Senior Associate – Wealth Management & Family Office Services

The Senior Associate – Wealth Management plays a key role in supporting the strategic implementation of our organization’s initiative to attract and serve Family Offices and Ultra High Net Worth Individuals (UHNWIs), focusing on ecosystem development, client experience enhancement and regulatory enablement.

Key Accountabilities

• Strategic Implementation : Works closely with the line manager in implementing the strategic roadmap for attracting and onboarding Family Offices and UHNWIs to our platform, aligning with the broader vision of establishing a robust Wealth Management ecosystem.
• Strategy Execution Support : Supports in execution of Wealth Management strategy, which is aligned with our strategic plan, by identifying structural gaps and proposing ecosystem enhancements.
• Market Intelligence : Conduct market intelligence and ecosystem mapping to identify trends, gaps, and opportunities.
• Cross-Functional Collaboration : Collaborate with internal teams (Legal, Licensing, Tax, Financial Services Sector, Information Technology, Client Affairs and Strategy Office) to refine regulatory frameworks and client onboarding processes.
• Stakeholder Coordination : Coordinate with Banks, Asset Managers, Family Office advisors, and industry associations to strengthen Qatar’s wealth management ecosystem.
• Sector Representation : Represent us at sector-specific forums and conferences to promote thought leadership and strategic positioning in compliance with MCC policy.
• Legal Structure : Provide advisory input on our legal structures (e.g., Trusts, SPVs, Foundations, SFOs, Multi-Family Offices) to internal teams and external stakeholders.
• Client Journey Optimization : Assist in refining client journeys and onboarding processes for UHNWIs and family offices.
• Reporting & Insights : Prepare sector reports, dashboards, and presentations for internal stakeholders.
• Planning & Performance : Contribute to departmental planning, budgeting, and performance tracking.
• Business Development : Support work in tandem with the department by providing sectoral insights and strategic support.
• Ad Hoc Assignments & Managerial Support : Perform other related duties or assignments as directed by the Manager – Wealth based on the company’s needs.

Qualifications, Experience and Skills

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