Wealth Support Manager - Qatari Nationals Only

About the Role
In this position, you will support Wealth Relationship Managers and the Head of Wealth Distribution by enhancing the effectiveness, quality, and timeliness of solutions provided to target clients. A key aspect of your role will be to fully understand and adhere to all applicable local and global regulatory and compliance requirements, ensuring that all business activities, processes, and procedures are accurate, well controlled, and align with company policies and regulations.

Duties & Responsibilities:

• Manage investment deal inputs in the Internal Switch System (ISS), complete sales bookings, and ensure commissions are credited accurately and within agreed timelines.
• Coordinate with Central Operations, Group offices, third-party providers, and Wealth Management Processing to support the timely execution of investment transactions.
• Provide high-quality customer service by managing enquiries, redemptions, maturities, deceased-customer cases, and regulated complaints, ensuring clear and timely communication.
• Manage annual reviews, customer callbacks, and investment milestones, including maturity and dividend dates, to support customer retention and reinvestment opportunities.
• Conduct sales-quality checks and maintain compliance with applicable laws, regulations, and internal controls.
• Manage audit, governance, and operational-risk requirements, including reporting risk events and losses, completing control checks, and tracking remedial actions.
• Maintain accurate financial and operational records, including suspense and provision account reconciliations, commission payments, vouchers, transfers, complaints, and compensation records.
• Prepare and maintain management information, including ISS query reports, branch income and referral reporting, Relationship Manager performance analysis, and monthly operational-risk reporting.
• Maintain secure customer records and files, support compliance and AML requirements, identify referral opportunities, and ensure effective relationships with internal and external stakeholders.

Experience & Qualifications:

• A full-time graduation degree of at least three years is essential for obtaining a Qatar visa and work permit.
• Strong knowledge of Wealth Management products, investment transactions, sales booking, redemptions, maturities, valuations, and commission reconciliation.
• Experience using deal-processing, reporting, and record-management systems, including ISS, with strong Microsoft Office proficiency.
• Strong understanding of company policies, regulatory requirements, AML/KYC controls, operational risk, audit, governance, and information security standards.
• Excellent customer service and communication skills, with the ability to manage complex enquiries, complaints, vulnerable customers, and deceased-customer cases sensitively.
• Strong reconciliation, financial control, record management, reporting, and management information skills, with high attention to detail and accuracy.
• Proven ability to manage multiple priorities, meet deadlines, analyze problems, influence stakeholders, escalate issues, and maintain effective working relationships in a high-volume environment.
• Strong knowledge of Wealth Management processes and the ability to coordinate with Financial Planning advisers, Wealth Relationship Managers, Operations, branches, Compliance, and external providers.
• Strong written and verbal communication skills in English; Arabic would be advantageous for the Qatar market.

We support our staff to adopt flexible and alternative ways of working where possible, including working from home and different hours subject to approvals.

The company is committed to fostering a culture where all employees are valued and respected. We take pride in providing a workplace that encourages continuous professional development, flexible working arrangements, and opportunities for growth within an inclusive and diverse environment.