Wealth Management Advisor Job Vacancy in Kebili, Tunisia – Banking & Finance

Job Description

Position: Wealth Management Advisor

Company: Société Tunisienne de Banque (STB)

Location: Kebili, Tunisia

Experience: 5+ years in wealth management, private banking, or financial advisory

Education: Bachelor’s degree in Finance, Economics, Business Administration or related field

Employment Type: Full-time

Industry: Banking & Finance

Department: Private Banking

Salary: SSP 2,500 – 4,000 per month

Vacancies:1

Company Overview

Société Tunisienne de Banque (STB) is a leading financial institution in Tunisia with a strong heritage of serving individuals, families, and businesses across the country. With a robust network of branches and a commitment to digital transformation, STB offers a comprehensive suite of banking services, including retail banking, corporate finance, and wealth management. The bank’s private banking division is renowned for delivering personalized financial solutions that help high‑net‑worth clients preserve and grow their assets. As part of its strategic expansion, STB is establishing a new wealth management hub in Kebili, creating exciting career opportunities for seasoned professionals who are passionate about delivering superior advisory services. This role contributes directly to STB’s mission of fostering financial inclusion and excellence in the Tunisian market, while also supporting the broader goal of positioning Tunisia as a regional hub for sophisticated financial services.

Job Overview

The Wealth Management Advisor will join the Private Banking team in Kebili to provide tailored investment strategies, financial planning, and portfolio management to affluent clients. This position plays a pivotal role in building long‑term relationships, understanding client goals, and delivering solutions that align with their risk tolerance and financial aspirations. The advisor will act as a trusted partner, leveraging STB’s extensive product suite, market insights, and cutting‑edge digital tools to enhance client satisfaction and drive revenue growth. This opportunity is ideal for professionals seeking to advance their careers in a dynamic environment that values innovation, ethical standards, and client‑centric service. The role also supports STB’s commitment to creating high‑quality Tunisia Jobs and expanding career opportunities in the region.

Key Responsibilities

• Develop and execute customized wealth management strategies for high‑net‑worth individuals and families.
• Conduct comprehensive financial analyses, including risk assessments, cash flow projections, and tax considerations.
• Provide investment advice across multiple asset classes such as equities, fixed income, alternative investments, and structured products.
• Maintain and grow a portfolio of clients through proactive relationship management and regular performance reviews.
• Collaborate with internal product specialists, legal, compliance, and treasury teams to deliver integrated solutions.
• Stay informed about market trends, regulatory changes, and emerging financial products to provide up‑to‑date guidance.
• Prepare detailed client reports, presentations, and proposals that reflect strategic recommendations.
• Achieve quarterly and annual revenue targets while adhering to STB’s risk and compliance frameworks.

Required Skills

• Strong analytical abilities with a deep understanding of investment principles and financial markets.
• Excellent communication and interpersonal skills to build trust with sophisticated clients.
• Proficiency in wealth management platforms, CRM systems, and Microsoft Office Suite.
• Ability to interpret complex financial data and translate it into actionable advice.
• High ethical standards and a commitment to regulatory compliance.
• Fluency in Arabic and French; English proficiency is a plus.

Education

The candidate must hold a Bachelor’s degree in Finance, Economics, Business Administration, or a related discipline. Professional certifications such as CFA, CFP, or equivalent are highly desirable and will be considered an advantage during the selection process.

Experience

Applicants should possess a minimum of five years of proven experience in wealth management, private banking, or financial advisory roles. Demonstrated success in managing high‑value client portfolios, achieving sales targets, and delivering superior client service is essential.

Salary

STB offers a competitive compensation package ranging from SSP 2,500 to SSP 4,000 per month, commensurate with experience and performance. The package includes performance‑based bonuses, health insurance, and a pension plan.

Benefits

• Performance‑driven bonus structure.
• Comprehensive health and life insurance coverage.
• Retirement savings plan with employer contributions.
• Generous paid leave and holidays.
• Employee assistance program and wellness initiatives.

Training

• Onboarding program covering STB’s products, compliance, and client service standards.
• Continuous professional development through workshops, seminars, and certification support.
• Access to a digital learning platform for skill enhancement.

Working Environment

The Kebili office provides a modern, collaborative workspace equipped with the latest technology to support remote and in‑person client interactions. STB promotes a culture of teamwork, innovation, and continuous improvement, encouraging employees to share ideas and contribute to the bank’s success. The environment is inclusive, with a focus on work‑life balance and employee well‑being.

Application Process

Interested candidates should submit their updated CV and a cover letter outlining their relevant experience through the online portal at Tunisia Job Search. Applications will be reviewed on a rolling basis, and shortlisted candidates will be contacted for interviews.

Equal Opportunity Statement

Société Tunisienne de Banque (STB) is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees, regardless of gender, race, religion, or background. All qualified applicants will receive consideration for employment without discrimination.