Private Wealth Management Specialist
Vistas Global · Doha
Job description
About the role
The Private Wealth Management Specialist will support the bank's affluent and wealth management initiatives, focusing on digital wealth, client proposition and journey optimisation. The role involves analysing client data, mapping processes and delivering actionable insights to senior stakeholders.
Key responsibilities
- Gather and document business requirements, create BRS/BRD and user stories for wealth management projects.
- Perform data analysis using SQL, Power BI or Tableau to produce performance reports and dashboards.
- Facilitate stakeholder workshops, process mapping and gap analysis for digital wealth platforms.
- Develop client segmentation, persona models and customer journey analyses.
Required profile
- Bachelor’s degree in Finance, Banking, Economics or a related field; postgraduate qualification is a plus.
- Minimum 7 years of experience in wealth management, affluent banking or related banking transformation roles.
- Strong analytical, problem‑solving and communication skills, with ability to present insights to senior management.
Required skills
- SQL
- Power BI
- Tableau
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Published 51 minutes ago
Expires 1 month from now
1 views · 0 interested
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Vistas Global
Doha