Relationship Manager (Private Markets HNWI Sales)

Arboris Capital Limited is a DIFC-based investment bank regulated by the DFSA with a prudential category 4 license. We specialize in providing strategic advisory services, M&A advisory, and alternative investment opportunities to High Net Worth Individuals, family offices, and institutional investors across the GCC region.

Our proprietary platform, CapGain, empowers investors to access and invest in curated private markets opportunities, including private equity, private credit, venture capital, and real estate funds. At Arboris Capital, we are committed to innovation, excellence, and delivering bespoke financial solutions that meet the sophisticated needs of our clients.

MAIN PURPOSE OF THE JOB

As a Relationship Manager (Private Markets HNWI Sales), at Arboris Capital Limited, you will be instrumental in cultivating and maintaining relationships with High Net Worth Individuals (HNWIs) and family offices. Your focus will be on promoting and facilitating investments in alternative asset classes such as private equity, private credit, venture capital, and real estate funds.

In this pivotal role, you will leverage your market expertise to identify investment opportunities and build strong client relationships, growing the firm's fundraising pipeline. You will work closely with Arboris Capital's advisory team and play a key role in aligning our offerings with the sophisticated needs and goals of our clients across the GCC region.

This position offers a unique opportunity to deepen your experience in private markets, investor relations, and strategic fundraising, while being part of a fast-growing, DFSA-regulated investment bank known for its innovative approach to alternative investments through Arboris Capital's proprietary investment platform.

If you are passionate about alternative investments, client relationship management, and financial innovation, and thrive in a collaborative, forward-thinking environment, this role provides an exceptional pathway to advance your career in private markets and investment banking.

DUTIES AND RESPONSIBILITIES

Client Relationship Management

  • Act as the primary point of contact for clients, maintaining consistent communication throughout the investment lifecycle.
  • Build long-term relationships to encourage repeat investments and cross-selling opportunities.
  • Leverage networking opportunities at industry events and conferences to expand the firm’s investor base.
  • Maintain meticulous records of client interactions and investment activities in the Company’s systems including CRM.

Investor Identification and Engagement

  • Identify HNWIs, family offices, and institutional clients as potential investors in alternative investment opportunities.
  • Conduct outreach campaigns to build relationships with targeted client segments in the GCC region.
  • Organize and attend meetings with clients to discuss investment opportunities and placement strategies

Presentation and Promotion

  • Deliver clear and compelling presentations about feeder funds and alternative investments to professional clients.
  • Prepare and utilize marketing materials to support sales efforts.
  • Clearly communicate product features, benefits, and expected performance without offering financial advice.
Deal Execution and Closing
  • Facilitate the onboarding process for investors, ensuring smooth transitions from interest to commitment.
  • Collaborate with internal teams to coordinate documentation, agreements, and transaction finalization.
  • Track progress to ensure that client commitments align with placement targets.

Market and Product Knowledge

  • Stay informed about trends in private markets, alternative asset classes, and investment products, including private equity, private credit, venture capital, and real estate funds.
  • Regularly update knowledge about GCC investment preferences, competitive products, and regulatory changes.
  • Work with internal teams to continuously refine and expand investment offerings.
  • Provide clients with insights, including our in-house research

Compliance and Reporting

  • Adhere to all regulatory requirements under DFSA, including Know Your Customer (KYC) and Anti-Money Laundering (AML) standards.
  • Maintain detailed records of client interactions, ensuring compliance with internal policies and regulatory guidelines.
  • Provide regular updates to management on placement activities, investor feedback, and key performance metrics.

Collaboration and Team Support

  • Collaborate cross-department with the investment team, product development, research, marketing and compliance on new product ideas, demand assessments, marketing materials, etc.

QUALIFICATIONS & KNOWLEDGE

  • Bachelor’s or Master’s degree in Finance, Economics, or related fields.
  • Proven track record in managing HNWI and family office client relationships.
  • 3 to 6 years prior experience as part of an investor relations team of an asset manager, as a placement agent or private bank selling private market investments
  • Network of clients in the target coverage market is required, specifically Middle East
  • Deep understanding of alternative investments including private equity, private credit, venture capital, and hedge funds.
  • Fluent in English; proficiency in Arabic or other languages is an advantage.
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