Role Summary
The Director of Wealth Management will lead capital raising and client coverage across High-Net-Worth (HNW), Ultra-High-Net-Worth (UHNW), Family Offices, and select institutional clients.
The role requires deep expertise in private market investment products (Private Equity, Private Credit, Real Estate, Structured Products, and Alternative Investments) and a proven track record of raising significant capital.
This is a revenue-generating leadership role responsible for expanding AUM, strengthening client relationships, and driving distribution of alternative investment strategies.
Key Responsibilities
1. Capital Raising & AUM Growth
- Raise substantial capital from HNW, UHNW, Family Offices, and institutional investors
- Distribute private market funds, co-investments, and structured investment vehicles
- Originate large ticket allocations (USD 5m 50m+ per ticket typical target range)
- Achieve annual fundraising targets aligned with firm growth strategy
2. Client Portfolio Management
- Maintain and grow a sizeable existing client portfolio
- Provide tailored investment solutions across private markets
- Conduct portfolio reviews and strategic asset allocation discussions
- Develop bespoke structures (SPVs, feeder funds, managed accounts)
3. Product Expertise Private Markets
Strong understanding of:
- Private Equity (buyout, growth, venture)
- Private Credit & Direct Lending
- Real Estate (core/core+, value-add, opportunistic)
- Infrastructure
- Structured products and capital protection strategies
Ability to:
- Explain fund structures (closed-end, evergreen, deal-by-deal)
- Articulate carry, waterfall mechanics, holdbacks
- Assess liquidity profiles and J-curve impact
- Present risk-return frameworks clearly to sophisticated investors
4. Business Development
- Identify and onboard new HNW/UHNW clients
- Build relationships with Family Offices and regional conglomerates
- Leverage personal network to expand distribution footprint
- Represent the firm at investor events and private forums
5. Strategic & Leadership Contribution
- Contribute to product development strategy
- Provide investor feedback into structuring and fund design
- Mentor junior Relationship Managers
- Ensure regulatory and compliance adherence (QFC/CMA/SAMA equivalent frameworks)
Candidate Profile
Experience
- 1015+ years in Private Banking, Wealth Management, or Alternatives Distribution
- Demonstrated capital raising track record (documented AUM growth)
- Existing transferable client book strongly preferred
- Experience in GCC market highly desirable
Technical Skills
- Strong understanding of private market structures and fund mechanics
- Ability to interpret financial models and investment memoranda
- Knowledge of regulatory requirements in relevant jurisdiction
- Commercially astute with strong negotiation capabilities
Network
- Established relationships with:
- HNW/UHNW individuals
- Family Offices
- Corporate executives
- Regional investors
- Proven ability to convert relationships into committed capital
Personal Attributes
- Entrepreneurial and revenue-driven
- High credibility with sophisticated investors
- Strong communication and presentation skills
- Discretion and integrity
Performance Metrics (KPIs)
- Annual capital raised
- Net new AUM
- Client acquisition rate
- Client retention
- Revenue contribution
- Cross-selling effectiveness
