Senior Wealth & Investment Ops Leader – Doha

Dawn & Dusk Advisors; Doha; On-site; QAR 300,000 - 540,000; Full time

Job summary

Dawn & Dusk Advisors in Doha, Qatar seeks a Senior Operations Officer to oversee Wealth & Investment Management operations, ensuring efficient client onboarding, documentation, and portfolio support for VIP and government clients.

You will lead daily operations, manage cross-functional processes, and drive QA protocols while reporting to the Operations Manager. Arabic and English fluency is required; relocation to Doha is expected.

Qualifications

• 8–10 years of operations experience in wealth management, investment management, asset management or private banking.
• Professional fluency in Arabic and English, written and spoken.
• Bachelor’s degree in Business Administration, Finance, Economics, Operations Management or a related field.
• Hands-on experience with investment or wealth account documentation, client onboarding and fund or portfolio operations.
• Experience working within a regulated financial institution alongside Compliance.
• Willingness to relocate to Doha, Qatar.

Responsibilities

• Maintain constant communication with management and staff to ensure seamless operational workflows.
• Take full responsibility for the day-to-day management of all operational areas.
• Identify business risks and strategic opportunities by analyzing operational data and results.
• Develop, implement, and maintain quality assurance protocols.
• Optimize the efficiency of existing organizational processes and procedures.
• Establish and achieve key operational goals and milestones.
• Ensure operational activities and deliverables remain on schedule.
• Drive best practices and standardized processes across the organization.
• Liaise with legal, compliance, and safety departments to ensure full regulatory adherence.
• Oversee timely data collection and update operational metrics to hit productivity targets, minimize unit costs, eliminate errors, and elevate customer service.
• Partner with cross-functional support teams to enhance and refine proprietary tools and systems.
• Manage customer deposit processing and coordinate operational support for business teams.
• Prepare and verify documentation for wealth management accounts, liaising with international entities to manage investment portfolios and funds.
• Draft routine correspondence and maintain client operational records.
• Safeguard the strict confidentiality of customer records and contact lists across the Investment and Placement Departments.
• Provide customer relationship support through direct client interaction and perform ad-hoc operational support tasks.
• Conduct financial analyses of funds and investment portfolios, reviewing associated documentation against regulatory standards.
• Generate and deliver periodic performance reports to senior management and clients.
• Collaborate with executive management to establish departmental and organization-wide goals.

Skills

Arabic & English fluency

Leadership

Client service

Project management

Risk awareness

Communication

Education

Bachelor’s degree in Business Administration, Finance, Economics, Operations Management

Job description

Dawn & Dusk Advisors in Doha, Qatar seeks a Senior Operations Officer to oversee Wealth & Investment Management operations, ensuring efficient client onboarding, documentation, and portfolio support for VIP and government clients.

You will lead daily operations, manage cross-functional processes, and drive QA protocols while reporting to the Operations Manager. Arabic and English fluency is required; relocation to Doha is expected.