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Assistant Private Banker

Location: Qatar
Posted On: 26/03/2017
• QAR 20,000 - 23,000 Per Month
• Ref: 930495

Charterhouse is working with a leading bank who is looking to hire an Assistant Private Banker. The primary responsibility will be to work closely with Senior Private Bankers in assisting with the day - to - day management of client relationships and also client service support and operational tasks. There will also be some interaction with the High Net Worth (HNW) customers of the bank. You will be responsible for daily execution of client banking instructions, ensuring the execution is completed properly according to the legal and compliance requirements. The execution of orders will include the purchase and sale of securities, transfers, cash transactions, renewal of term deposits. You will also be monitoring the deposits maturities and renewal, reviewing dormant or inactive accounts and data cleansing. In addition, you will be providing assistance to the Senior Private Bankers which is a key element of the role which will include preparing credit requests, annual reviews, KYC, credit bureau and related compliance documentation. You will be manage and organise contacts for the Private Bankers to support client portfolio management The successful candidate should possess a Bachelors Degree in a relevant field. You should have at least 5 years of relevant experience in the banking sector and 3 years of experience within private banking and a basic knowledge of credit and all banking products / services. You should also have excellent communication skills and an extensive customer service and sales background

Private Banker - Bilingual (Arabic / English)

Location: Qatar
Posted On: 26/03/2017
• QAR 25,000 - 30,000 Per Month
• Ref: 930470

Charterhouse is working with a leading bank who is looking to hire a Private Banker (bilingual Arabic / English). The primary responsibility will be developing and managing relationships with High Net Worth (HNW) customers including members of the ruling family and government officials. You will act as a one-stop solution for all private banking services including domestic banking, investment, fiduciary and special financing services. Occasionally, you may provide investment advice to an organisation such as a pension fund, private family offices or a philanthropic institution. You will be responsible for maintaining strong relationships with the private banking client base. This should include experience of dealing with members of ruling families or government officials. You will also evaluate private clients financial data and investment objectives and recommend strategies based on the clients risk profile, personal financial statements and net worth. In addition, you will achieve all volume, revenue and profit targets for the private banking (PVT) segment as defined in the budget and balance score card. You will need to be responsive to the needs of the client base and lead the client focus initiative to ensure that a cross referral environment is established, thereby ensuring all services such as fiduciary and yacht finance that are offered by the bank are brought to the clients attention . You will build and maintain strong and effective relationships with the internal departments across the group to ensure priority processing and resolutions for the needs of customers including any related operational issues and thereby facilitate achievement of the groups objectives. The successful candidate should hold a Bachelors Degree in a relevant field. You should have at least 8 years experience in the banking sector. You should also have a strong knowledge of private banking and be fluent in both English and Arabic.

Senior Associate - Alternative Investments

Location: Qatar
Posted On: 14/03/2017
• Competitive Salary
• Ref: 930456

Charterhouse is working with a leading Insurance Group whose investment branch is looking to hire a Senior Associate, primarily working on strategies for private equity and private credit. Working alongside the Portfolio Manager and his Analyst you will play a key role in the evaluation of private equity funds and in conducting due diligence checks on third party fund opportunities. This role focuses on the strategy development mainly for private equity funds. You will also be responsible for the evaluation and completion of due diligence checks on all illiquid third party fund opportunities. The successful candidate should be a professionally qualified CFA and have at least 5 years experience. You should be from a background of working within large family offices, pension funds or sovereign wealth funds. However, our client will also engage with candidates from an investment banking background. You should have strong exposure to the MENA markets within private equity and will ideally be based in the Qatar region. Our client has stated a preference for an Arabic speaker but this is not essential. Applicants should be flexible and have a strong working knowledge of a range of private equity funds.

AVP, Marketing and Business Development (Asset Management)

Location: Dubai
Posted On: 13/03/2017
• AED 28,000 - 30,000 Plus Benefits
• Ref: 930429

Charterhouse is working with a leading Banking Group whose DIFC investment branch are looking to hire an Assistant Vice President (AVP) for their asset management distribution and marketing platform. This role shall support the management and development of both retail and institutional assets under Management (AUM) whereby their bespoke offering can be introduced and pitched to existing client and potential prospects. This role will take ownership of the development and implementation of AUM gathering; whereby strategies are set to target and develop client prospects within the market segment coupled with the relationship management of current customer bases. This segment is typically focused across family offices, sovereign wealth funds and fund managers, introduction of services and the sale of fixed income products and distribution. The successful candidate should possess a strong exposure to the MENA markets within an Asset Management sales based position. You should be able to present strong business development and analytical skills to ensure that the dynamics of the products are packaged and marketed in line with both internal and external compliance guidelines. The nature of the institution and their client base; places an emphasis upon identifying an Arabic speaking candidate who can service both developed clients and focus on the development of prospective new business.


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