54 Investment Analysis jobs in the United Arab Emirates

Job Purpose

Manage the performance of Aldar’s residential & commercial property portfolio, planning the timing of capital upgrades, with the goal of enhancing value and maximizing return of the portfolio.

This role is for Emiratization only.

Roles & Responsibilities

Market Research

1. Conduct periodic market research on rental rates to ensure proper setting of internal rates for Aldar residential and commercial portfolio.
2. Analyze market conditions and forecast changes in rates and occupancy levels, in conjunction with the Director – Investment Management.
3. Monitor and periodically assess competitors' assets to forecast any potential risk on demand, rates and asset classes.
4. Identify and implement value-add initiatives.
5. Recommend changes in rental rates based on market conditions.
6. Obtain new capabilities and equipment through CAPEX programs.
7. Conduct development feasibility and draft of associated IC Business Case.

Asset Management

1. Manage the portfolio of residential and commercial assets.
2. Review financial statements related to the asset, market and economic data to determine the economic impact and/or compliance impact for the operation of the assets.
3. Monitor the performance of assets to ensure delivery on financial targets.
4. Maximize return on assets and assets utilization.
5. Improve maintenance productivity and optimize space/equipment reliability as per business targets.
6. Achieve profitability while recognizing inefficiencies and minimize asset capital expenditures.
7. Provide input on asset repositioning and asset disposal, in conjunction with the Director – Investment Management.
8. Ensure pricing strategy and payment scheduling are suited for market prospects and cultivating for current and new client relationships.

Risk Management

1. Manage and assess risks associated with the operation/utilization of assets to ensure activities are in alignment with the investment management objectives.

Key Results Areas

1. Periodic review of market economics and residential market rates.
2. Management of residential and commercial asset portfolio.
3. Smooth interaction with Aldar subsidiaries such as Khidmah and Provis.
4. Ensure meeting the residential & commercial portfolio financial targets.

Skills & Experience

RELATED YEARS OF EXPERIENCE

1. Min of 10+ years of at least 5 years of experience in real estate, property and asset management, investment banking, buy side or sell side advisory similar related field.

YOE IN MANAGERIAL POSITION

1. Min of 2+ years in a related managerial position.

FIELD OF EXPERIENCE

1. Banking, real estate consultancy, management consultancy.

TECHNICAL AND INTERPERSONAL SKILLS

1. Outstanding analytical and quantitative skills; proficiency with standard software, including MS Office; advanced Excel skills is a must.
2. Proven track record in conducting valuation/financial models.
3. Able to analyze, evaluate and move quickly to support rapid decision making.
4. Ability to interpret and manage transaction documentation: NDAs, MoUs, LoI’s, and SPA’s.
5. Ability to develop Board level papers and investment memoranda.

QUALIFICATION

Bachelor Degree in Engineering, Economics, Finance or Accounting, MBA (Finance), CFA, CA or CPA preferred.

Join to apply for the Vice President - Portfolio Management role at ALDAR

Continue with Google Continue with Google

Join to apply for the Vice President - Portfolio Management role at ALDAR

Get AI-powered advice on this job and more exclusive features.

Job Purpose
Manage the performance of Aldar’s residential & commercial property portfolio, planning the timing of capital upgrades, with the goal of enhancing value and maximizing return of the portfolio.

Job Purpose
Manage the performance of Aldar’s residential & commercial property portfolio, planning the timing of capital upgrades, with the goal of enhancing value and maximizing return of the portfolio.
This role is for Emiratization only.
Roles & Responsibilities
Market Research

• Conduct periodic market research on rental rates to ensure proper setting of internal rates for Aldar residential and commercial portfolio.
• Analyze market conditions and forecast changes in rates and occupancy levels, in conjunction with the Director – Investment Management.
• Monitoring and periodically assessing competitors' assets to forecast any potential risk on demand, rates and asset classes.
• Identify and implement value-add initiatives
• Recommend changes in rental rates based on market conditions.
• Obtain new capabilities and equipment through CAPEX programs
• Conduct development feasibility and draft of associated IC Business Case
  

• Manage the portfolio of residential and commercial assets;
• Review financial statements related to the asset, market and economic data to determine the economic impact and/or compliance impact for the operation of the assets.
• Monitor the performance of assets to ensure delivery on financial targets.
• Maximize return on assets and assets utilization.
• Improve maintenance productivity and optimize space / equipment reliability as per business targets.
• Achieve profitability while recognizing inefficiencies and minimize asset capital expenditures.
• Provide input on asset repositioning and asset disposal, in conjunction with the Director – Investment Management.
• Ensure pricing strategy and payment scheduling are suited for market prospects and cultivating for current and new client relationships
  

• Manage and assess risks associated with the operation / utilization of assets to ensure activities are in alignment with the investment management objectives.
  

• Periodic review of market economics and residential market rates.
• Management of residential and commercial asset portfolio.
• Smooth interaction with Aldar subsidiaries such as Khidmah and Provis.
• Ensure meeting the residential & commercial portfolio financial targets.
  

• Outstanding analytical and quantitative skills; proficiency with standard software, including MS Office; advanced Excel skills is a must.
• Proven track record in conducting valuation / financial models.
• Able to analyze, evaluate and move quickly to support rapid decision making.
• Ability to interpret and manage transaction documentation: NDAs, MoUs, LoI’s, and SPA’s
• Ability to develop Board level papers and investment memoranda.
  

• Seniority levelExecutive

• Employment typeFull-time

• Job functionFinance and Sales

Referrals increase your chances of interviewing at ALDAR by 2x

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates 3 days ago

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates 15 hours ago

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates 1 month ago

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates 15 hours ago

Abu Dhabi, Abu Dhabi Emirate, United Arab Emirates 1 month ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

To manage an assigned portfolio of operational clean energy assets under the Europe platform to deliver the business cases and to maximize value by ways of financial engineering, operational enhancements, relationship management and strategic exits, while practising best-in-class governance and adhering to reporting needs.

• Manage the due diligence streams, third parties' consultants, ownership and accountability financial modelling, preparation of internal briefing material and closing arrangements.
• Prepare and implement financial and operational controls frameworks and processes in a portfolio management environment.
• Execute portfolio activities across multiple energy and preferably renewable operating assets.
• Ensure achievement operational and financial turnaround in energy and renewable assets.
• Manage post-acquisition integration (PMI) and asset optimization (operation, technical, financial):

• Develop professional relationships with Masdar Investment Partners (e.g. JVs) and actively participate in meetings ensuring adequate representation of Masdar and its interests at all times.
• Conduct regular high intensity interaction with investment partners, portfolio companies and projects and contribute to accurate information exchange through various reports etc.

• Manage and report on periodic assessments of on-going asset performance, continued value enhancement potential and areas of risk on the asset base.
• Ensure accurate monitoring and assessment of asset value and risk drivers as well as systematic reporting and prioritization of opportunities and risks.

• Act as a focal point to providers of third party financing for assigned assets, and identify and manage the implementation of refinancing levers for value enhancement.
• Maintain relationships with financing parties to understand market status and trends.
• Identify and evaluate exit opportunities and exit strategy for assets that are being managed.
• Maintain familiarity and connections with potential buyer universe.

• Ensure relationships with service level providers are managed smoothly and effectively in a way that guarantees that Masdar is provided with quality and timely services, in line with relevant service level agreements.
• As and when required by management, personally manage key relationships/negotiations with relevant internal and external stakeholders in order to ensure the negotiation and agreement of favourable deals and agreements that safeguard Masdar's best interests while ensuring the delivery of necessary needs/goals.
• Contribute to the continuous improvement and implementation of unit systems, policies and procedures covering all areas of activity so that all relevant procedural/ legislative requirements and standards are fulfilled while ensuring that policies and procedures support the delivery of the strategy.

• Complete all relevant reports in a comprehensive, accurate and timely manner, and comply with international principles of corporate governance and standards, and shareholder requirements.

Desired Candidate Profile

• MBA or relevant Master’s degree from a top-tier internationally recognized higher education institution.
• Bachelor’s degree in engineering or related field.
• Minimum of 2-5 years of experience in senior roles in energy and renewables, investment banking and asset management/portfolio operations in an energy investment environment or an equivalent experience.
• Experience with preparing and implementing financial and operational controls frameworks and processes in a portfolio management environment.
• Experience in utility, IPPs or private equity.
• Experience in the assigned region is required.
• Experience in renewable energy/Infrastructure investments and business development.

• Strong strategic thinking and business acumen skills.
• Strong financial modelling and analytical skills.
• Exceptional communication and interpersonal skills leading to a consultative approach within a corporate/multifunctional environment.
• Ability to integrate and lead cross-functional teams.
• Excellent understanding of value-based management concepts.
• Extensive familiarity with commercial and risk concepts.
• Strong knowledge of tools and systems used in asset management.
• Good understanding of relevant rules and regulations.

• Power Generation
• Power Distribution
• Energy
• Nuclear Energy

• Administration

• Associate

Project description

Large reputed bank in UAE is looking for Loan Portfolio Management party data analyst/reporting expert .

Responsibilities

• - Collaborate with cross functional teams to develop and enhance analytical models for loan valuation, performance measurement (NIM, NII) and risk measurement (RWA, ECL). Understanding of these concepts is mandatory- Highly competent in Data collection, Data cleansing and Preprocessing, Exploratory Data analysis (EDA), Feature engineering, modelling, Evaluation and interpretation and communication.- Conduct in-depth analysis of the Global corporate finance Loan portfolio, assessing risk, performance and identifying opportunities for optimization.- Utilize advanced data analytics techniques to extract meaningful insights, trends and key drivers impacting the loan portfolio.- Develop and maintain dashboards and reports to communicate portfolio metrics and KPI's to key stake holders.- Stay abreast of market trends, regulatory changes, and industry developments to ensure portfolio remains aligned with strategic objectives.- Prepare comprehensive reports and presentations to communicate findings and recommendations to LPM stake holders and management.- Proficiency in Excel and Power BI is a must- Problem Solving - Thinks ahead, anticipates questions, plans for contingencies, finds alternative solutions, and identifies clear objectives. Sees the big picture and effectively analyses complex issues

SKILLS

Must have

• -8 to 10 years of experience in Loan portfolio management.-Banking experience is a must.- analytical models for loan valuation, performance measurement (NIM, NII) and risk measurement (RWA, ECL)-Data collection, Data cleansing and Preprocessing, Exploratory Data analysis (EDA), Feature engineering, modelling, Evaluation and interpretation and communication.-Proficiency in Excel and Power BI is a must .-Global corporate finance Loan portfolio, assessing risk, performance.

Nice to have

NA

United Arab Emirates

Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi

Role Purpose:
The Head of Portfolio Management and Customer Life Cycle – Priority and Private Banking is responsible for the strategic leadership, growth, and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies, enhancing customer value, and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle — from generation through conversion—to support sustainable business development and deepen existing client relationships.

Key Accountabilities of the role

• Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
• Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
• Client Experience and Relationship Management
• Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
• Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.

Leads and Pipeline Management

• Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
• Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
• Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
• Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

Customer Lifecycle Management

• Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.

Product and Solution Alignment

• Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
• Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.

Leadership and Team Development

• Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
• Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
• Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

Risk and Compliance Oversight

• Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
• Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

Business Reporting and Insights

• Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
• Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

Key Performance Indicators (KPIs)

• Revenue and Profitability per Client
• New-to-Bank Client Acquisition and Conversion Rates
• Client Retention and Satisfaction (e.g., Net Promoter Score)
• Portfolio Penetration and Cross-Sell Ratios
• Lead Pipeline Velocity and Conversion Metrics
• Customer Lifecycle Progression and Retention Metrics
• Regulatory Compliance and Risk Metrics

Specialist Skills / Technical Knowledge Required for this role:

• Bachelor’s degree in finance, Business, Economics, or related discipline; Master’s degree (MBA) preferred.
• Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
• Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
• Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
• Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.

• Job Identification 3415
• Posting Date 07/25/2025, 07:34 AM
• Apply Before 08/31/2025, 07:34 AM
• Locations Abu Dhabi, Al Rowdah, Shk Rashid Bin Saeed St. 313 ADIB New Headquarters Branch, Sh. Zayed Main Branch Abu Dhabi United Arab Emirates, Abu Dhabi, AE

United Arab Emirates

Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi

Role Purpose:
The Head of Portfolio Management and Customer Life Cycle – Priority and Private Banking is responsible for the strategic leadership, growth, and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies, enhancing customer value, and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle — from generation through conversion—to support sustainable business development and deepen existing client relationships.

Key Accountabilities of the role

• Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
• Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
• Client Experience and Relationship Management
• Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
• Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.

Leads and Pipeline Management

• Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
• Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
• Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
• Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

Customer Lifecycle Management

• Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.

Product and Solution Alignment

• Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
• Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.

Leadership and Team Development

• Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
• Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
• Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

Risk and Compliance Oversight

• Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
• Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

Business Reporting and Insights

• Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
• Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

Key Performance Indicators (KPIs)

• Revenue and Profitability per Client
• New-to-Bank Client Acquisition and Conversion Rates
• Client Retention and Satisfaction (e.g., Net Promoter Score)
• Portfolio Penetration and Cross-Sell Ratios
• Lead Pipeline Velocity and Conversion Metrics
• Customer Lifecycle Progression and Retention Metrics
• Regulatory Compliance and Risk Metrics

Specialist Skills / Technical Knowledge Required for this role:

• Bachelor’s degree in finance, Business, Economics, or related discipline; Master’s degree (MBA) preferred.
• Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
• Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
• Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
• Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.

• Job Identification 3415
• Posting Date 07/25/2025, 07:34 AM
• Apply Before 08/31/2025, 07:34 AM
• Locations Abu Dhabi, Al Rowdah, Shk Rashid Bin Saeed St. 313 ADIB New Headquarters Branch, Sh. Zayed Main Branch Abu Dhabi United Arab Emirates, Abu Dhabi, AE

• Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
• Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
• Client Experience and Relationship Management
• Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
• Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.

• Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
• Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
• Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
• Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

• Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.

• Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
• Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.

• Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
• Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
• Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

• Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
• Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

• Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
• Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

• Revenue and Profitability per Client
• New-to-Bank Client Acquisition and Conversion Rates
• Client Retention and Satisfaction (e.g., Net Promoter Score)
• Portfolio Penetration and Cross-Sell Ratios
• Lead Pipeline Velocity and Conversion Metrics
• Customer Lifecycle Progression and Retention Metrics
• Regulatory Compliance and Risk Metrics

• Bachelor’s degree in finance, Business, Economics, or related discipline; Master’s degree (MBA) preferred.
• Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
• Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
• Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
• Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.

Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi

Role Purpose:
The Head of Portfolio Management and Customer Life Cycle Priority and Private Banking is responsible for the strategic leadership growth and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies enhancing customer value and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle from generation through conversionto support sustainable business development and deepen existing client relationships.

Key Accountabilities of the role

Strategic Portfolio Management

• Define and implement portfolio strategies to drive growth in Assets Under Management (AUM) client profitability and long-term customer loyalty across Priority and Private Banking segments.
• Oversee segmentation customer lifecycle value management and tailored engagement programs to optimize portfolio performance and client outcomes.
• Client Experience and Relationship Management
• Lead initiatives that enhance the end-to-end client journey ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
• Utilize customer insights and advanced analytics to identify cross-sell up-sell and retention opportunities.

Leads and Pipeline Management

• Establish and manage a structured leads generation and management framework ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
• Collaborate closely with internal referral networks frontline staff digital marketing and external partners to drive qualified lead flow.
• Oversee lead allocation tracking conversion metrics and reporting to ensure maximum efficiency and effectiveness.
• Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

Customer Lifecycle Management

• Design implement and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition Onboarding Engagement & Relationship Deepening Growth & Consolidation Retention & Loyalty Exit or Transition.

Product and Solution Alignment

• Work with product investment and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
• Promote holistic financial planning and advisory services across investments lending protection and wealth transfer strategies.

Leadership and Team Development

• Lead coach and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
• Establish performance standards and KPIs promoting accountability collaboration and continuous improvement.
• Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

Risk and Compliance Oversight

• Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements internal policies and risk management frameworks.
• Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

Business Reporting and Insights

• Monitor key performance indicators (KPIs) including portfolio growth revenue generation client acquisition retention and satisfaction.
• Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

Key Performance Indicators (KPIs)

• Revenue and Profitability per Client
• New-to-Bank Client Acquisition and Conversion Rates
• Client Retention and Satisfaction (e.g. Net Promoter Score)
• Portfolio Penetration and Cross-Sell Ratios
• Lead Pipeline Velocity and Conversion Metrics
• Customer Lifecycle Progression and Retention Metrics
• Regulatory Compliance and Risk Metrics

Specialist Skills / Technical Knowledge Required for this role:

• Bachelors degree in finance Business Economics or related discipline; Masters degree (MBA) preferred.
• Minimum of 15 years of progressive experience in wealth management private banking or consumer banking including leadership roles.
• Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory portfolio strategy and customer lifecycle management.
• Demonstrated success in pipeline and leads management portfolio development and team leadership.
• Familiarity with banking regulatory standards compliance frameworks and risk governance practices.

Required Experience:

Director

Head of Portfolio Management and Customer Life Cycle

Job Description

Role: Head of Portfolio Management and Customer Life Cycle
Location: Abu Dhabi

Role Purpose:
The Head of Portfolio Management and Customer Life Cycle - Priority and Private Banking is responsible for the strategic leadership, growth, and performance management of client portfolios within the Priority and Private Banking segments. This role entails developing and executing data-driven portfolio strategies, enhancing customer value, and ensuring exceptional service delivery. A critical aspect of the position involves managing the customer lifecycle - from generation through conversion-to support sustainable business development and deepen existing client relationships.

Key Accountabilities of the role

Strategic Portfolio Management

• Define and implement portfolio strategies to drive growth in Assets Under Management (AUM), client profitability, and long-term customer loyalty across Priority and Private Banking segments.
• Oversee segmentation, customer lifecycle value management, and tailored engagement programs to optimize portfolio performance and client outcomes.
• Client Experience and Relationship Management
• Lead initiatives that enhance the end-to-end client journey, ensuring a consistently high standard of service delivery tailored to the sophisticated needs of Priority and Private Banking clients.
• Utilize customer insights and advanced analytics to identify cross-sell, up-sell, and retention opportunities.

• Establish and manage a structured leads generation and management framework, ensuring a continuous pipeline of high-potential Priority and Private Banking prospects.
• Collaborate closely with internal referral networks, frontline staff, digital marketing, and external partners to drive qualified lead flow.
• Oversee lead allocation, tracking, conversion metrics, and reporting to ensure maximum efficiency and effectiveness.
• Champion digital tools and CRM systems to enhance visibility and responsiveness in lead management processes.

• Design, implement, and continuously improve customer lifecycle management strategies to maximize customer value across: Prospecting & Acquisition, Onboarding, Engagement & Relationship Deepening, Growth & Consolidation, Retention & Loyalty, Exit or Transition.

• Work with product, investment, and credit teams to ensure a robust suite of solutions is aligned with client needs and regulatory requirements.
• Promote holistic financial planning and advisory services across investments, lending, protection, and wealth transfer strategies.

• Lead, coach, and develop a high-performing team of portfolio and relationship managers dedicated to serving Priority and Private Banking clients.
• Establish performance standards and KPIs, promoting accountability, collaboration, and continuous improvement.
• Facilitate cross-functional collaboration to drive client success and team alignment with business goals.

• Ensure all portfolio management and client engagement activities comply with applicable regulatory requirements, internal policies, and risk management frameworks.
• Maintain oversight of portfolio-level risk indicators and implement timely corrective actions as necessary.

• Monitor key performance indicators (KPIs) including portfolio growth, revenue generation, client acquisition, retention, and satisfaction.
• Deliver regular updates and strategic insights to senior management to support business planning and decision-making.

• Revenue and Profitability per Client
• New-to-Bank Client Acquisition and Conversion Rates
• Client Retention and Satisfaction (e.g., Net Promoter Score)
• Portfolio Penetration and Cross-Sell Ratios
• Lead Pipeline Velocity and Conversion Metrics
• Customer Lifecycle Progression and Retention Metrics
• Regulatory Compliance and Risk Metrics

• Bachelor's degree in finance, Business, Economics, or related discipline; Master's degree (MBA) preferred.
• Minimum of 15 years of progressive experience in wealth management, private banking, or consumer banking, including leadership roles.
• Deep expertise in managing Priority and/or Private Banking client segments with a strong understanding of financial advisory, portfolio strategy, and customer lifecycle management.
• Demonstrated success in pipeline and leads management, portfolio development, and team leadership.
• Familiarity with banking regulatory standards, compliance frameworks, and risk governance practices.