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VP / Head of Wealth Management

VP / Head of Wealth Management

Job Overview




  • BA in a relevant discipline from a recognized university.
  • Preferably Wealth Management Professional certificate.
  • CME1 is required.


  • 10-12 Years of Wealth Management/ Private Banking experience with a leading Saudi financial institution of which a minimum of 3 years in a similar position.
  • Fluent in English and Arabic.
  • Excellent sales and relationship management skills.
  • Strong interpersonal, communication and presentation skills (both verbal and written communication skills).
  • Strong connections with the Saudi business community and an established client base.
  • Strong understanding of customer & market dynamics and requirements.
  • Proven strong team building and leadership skills.
  • Extensive experience in liaising with external clients.
  • Good understanding of regulatory environment.


  • Developing Company’s sales strategy/calling plans for each customer segment across all entities and geographies in line with the company’s overall strategy.
  • Developing the unit’s budget/plan in line with the company’s strategy and the market outlook/ trends.
  • Ensuring that all targets are met or exceeded.
  • Liaising with other Company’s business divisions to maximize sales of their products through the Saudi Market.
  • Expanding the company’s client base across the Saudi Arabia.
  • Participate with Deputy CEO and Heads of Departments to set Company’s strategic plan. 


  • Collate, review and prepare Company’s sales strategies, goals and budgets and ensure they support the company’s strategic objectives.
  • Manage sales force and leverage available delivery channels to meet sales targets.
  • Plan all sales activities including reviewing calling plans of account executives.
  • Coordinate with concerned products divisions to increase sales of their respective products/ services.
  • Lead institutional book-building efforts for transactions with fund managers.
  • Participate in investor road shows and work closely with Business teams in preparation of investor presentations.
  • Ensure relevant market feedback is available to all concerned functions.
  • Ensure that customer complaints/ issues are captured and addressed.
  • Recommend changes to outlet policies and procedures to improve efficiency (based upon audit reports).
  • Build institutional relationships through networking, referral and cold calling.
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