Head of Fund Sales, Multi-Family Office, Beirut

Mandate Status: 
Active
Mandate Code: 
SDL009/9/1
- A multi-family office based in Lebanon is looking to add a Head of Fund Sales to attract additional investors
- The ideal candidate would have experience of covering UHNW/HNW individuals across the GCC
- Experience in equivalent roles or within wealth management/private banking is preferred
- The role could be undertaken from the GCC, but the preference is for the candidate to be based in Beirut

Requirements: 

  • Proven track record in onboarding assets from UHNW/HNW individuals within the MENA/GCC space
  • A minimum of 7 years of relevant industry experience is expected
  • A demonstrated ability to cover one or more of the following client base: UHNWI, Family Offices alongside major institutional clients, such as sovereign wealth funds, investment companies and banks
  • Experience of talking to investors and excellent client relationship management skills
  • Knowledge of products in a range of financial fields, such as, Private Investment Club deals, Real Estate Advisory, Succession and Estate Planning and Investment Advisory Services amongst others
  • Fluency in Arabic is preferred. French language skills would also be beneficial

Responsibilities: 

  • Marketing of the multi-family office platform to the relevant client base across the GCC and onboarding new clients in order to increase the assets under management
  • Responsible for building and maintaining strong relationships with the company’s existing and potential investor base
  • Ensure achievement of sales’ targets in respect to the firm’s management products and is responsible for the distribution activities of the firm’s product range to investors
  • Responsible to position the firm as a “trusted advisor” to its client base; bring on board a strong and established contact base of relevant and prospective clients, as well as develop new clients
  • Coordinate and develop presentations, road shows communications to established clientele as well as potential investors following up on tips and leads

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