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Wealth Advisor

Job Description

ECCO Gulf Majorel Qatar is seeking an experienced Wealth Advisor to join our esteemed team in Qatar. As a Wealth Advisor, you will be responsible for assisting clients in achieving their financial objectives, including wealth accumulation, tax planning, retirement planning, and legacy preservation. The role demands strong financial advisory expertise, excellent client relationship management skills, and the ability to deliver customized investment solutions, with a particular emphasis on UK-based real estate investments. Conduct comprehensive financial assessments to understand clients' financial situations and objectives.

  • Develop customized financial plans and investment strategies tailored to clients' needs.
  • Conduct comprehensive client consultations to understand financial goals, needs, and expectations.
  • Evaluate clients’ financial risk profiles and develop suitable risk mitigation strategies.
  • Recommend and advise on UK-based real estate investment opportunities.
  • Monitor, review, and report on investment performance on an ongoing basis.
  • Establish and manage trusts in line with clients’ financial and estate planning needs.
  • Develop and implement wealth transfer, estate planning, and charitable giving strategies.
  • Build and maintain long-term client relationships while ensuring high levels of client satisfaction.
  • Consistently achieve assigned sales, revenue, and performance targets.

Required Profile

We are looking for a dedicated and knowledgeable professional with a strong background in financial services. The ideal candidate will possess the following qualifications and skills:

  • Bachelor’s degree in Finance, Economics, or a related field.
  • Minimum of 5 years’ banking experience in Qatar, preferably as a Wealth Advisor or Relationship Manager or in a similar financial advisory role.
  • Proven client portfolio with strong relationship management and business development capabilities.
  • Strong understanding of financial products, investment strategies, and market dynamics.
  • Highly motivated, target-driven, and performance-oriented with a strong earning mindset.
  • Solid sales background and in-depth understanding of investment and wealth management products.
  • Excellent analytical and problem-solving skills.
  • Excellent communication, negotiation, and professional advisory skills
  • Professional certifications such as CFA or CFP are highly desirable.
  • Fluency in both English and Arabic is Mandatory.
Apply now

A big team is looking forward to you. Apply here!

ECCO Gulf Majorel Qatar | Human Resources | Taha Fathi Soukrab


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