Director of Wealth of Management

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

• 10–15+ 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