Senior Private Wealth & Digital Advisory Specialist

Vistas Global; Doha; On-site; QAR 180,000 - 240,000; Full time

Job summary

Vistas Global is seeking a senior professional with deep experience in wealth management and client analytics. The role focuses on supporting investment and digital wealth initiatives, shaping client journeys, and producing data-driven insights for senior management.

The candidate should excel in requirements gathering, process mapping, data analysis, and stakeholder collaboration, delivering clear reports and dashboards to support strategic decisions.

Qualifications

• Bachelor's degree in Banking, Finance, Economics, Business Administration, Information Technology, Accounting, Marketing, Data Analytics or related field.
• Postgraduate qualification is advantageous.

Responsibilities

• Support wealth management, investment advisory, digital wealth, client proposition, or customer journey initiatives.
• Gather requirements, map processes, run stakeholder workshops, analyze data and report performance.
• Assist with implementation and validation of solutions in wealth management initiatives.
• Develop dashboards, management reports and business cases to inform decisions.

Skills

Wealth management

Investment products

Requirements gathering

Data analysis

Stakeholder facilitation

Report writing

Analytical thinking

Education

Bachelor's degree (Finance/Economics/Business)

Postgraduate qualification advantageous

Tools

SQL

Power BI

Tableau

Job description

Vistas Global is seeking a senior professional with deep experience in wealth management and client analytics. The role focuses on supporting investment and digital wealth initiatives, shaping client journeys, and producing data-driven insights for senior management.

The candidate should excel in requirements gathering, process mapping, data analysis, and stakeholder collaboration, delivering clear reports and dashboards to support strategic decisions.