Head - Wealth Management

Our client is an investment-focused organization with diversified interests, including family investments and operations in the manufacturing and consumer sectors. Known for their dynamic approach to growth and value-driven decision-making, they are seeking a wealth management professional to drive strategic initiatives, optimize investments, and provide guidance on portfolio growth and management.

The ideal candidate will have a strong background in wealth management, a proven track record in managing large portfolios, and the ability to take initiatives. This role is integral to managing personal investments, creating strategies for wealth creation, overseeing fund investments, and providing strategic decision-making support with the goal of building a substantial wealth portfolio.

Role Overview

Head of Wealth Management will play a critical role in driving strategic fundraising initiatives, building strong relationships with high-net-worth individuals (HNWIs), family offices, and institutional investors, and managing large portfolios of assets under management (AUM). The ideal candidate will bring extensive experience in wealth management, strong market knowledge, and exceptional analytical and sales skills.

Key Responsibilities

• Develop and execute strategies to raise capital from HNWIs, family offices, and institutional investors.
• Cultivate and strengthen relationships with aggregate investors to secure sustainable funding streams.
• Oversee significant portfolios, ensuring strong performance and alignment with organizational objectives.
• Provide strategic advice on portfolio diversification and identify growth opportunities.
• Analyze market trends to uncover new investment opportunities and inform fundraising strategies.
• Collaborate with internal teams to align fundraising efforts with organizational goals.
• Build and lead a high-performing wealth management team to drive results.
• Foster cross-departmental collaboration to optimize fundraising and portfolio management outcomes.
• Ensure compliance with regulatory standards and best practices in all activities.

Key Requirements

• Minimum 10 years of experience in the UAE market in wealth management, fundraising, or corporate/investment banking.
• Proven success in raising capital from HNWIs, family offices, or institutional investors.
• Demonstrated ability to manage large portfolios (AUM) with consistent performance.
• Deep understanding of the GCC and Middle East investment landscape.
• Strong analytical, sales, and relationship-building skills.
• Bachelors degree in Finance, Economics, or related field (MBA preferred).