Lead/Head of Institutional Sales (Investment Management)
Riyadh, Saudi Arabia
We are partnering with a privately owned, DFSA-regulated investment firm with a global footprint. The firm provides institutional investors with access to a broad range of investment solutions including funds, separately managed accounts, and structured products, both in-house and through renowned international partners across multiple asset classes.
Key Responsibilities:
Business Development & Relationship Management
- Lead institutional sales efforts targeting family offices, financial institutions, and corporates in Saudi Arabia.
- Build and maintain strategic relationships with key stakeholders across the KSA market.
- Identify opportunities and position investment solutions effectively within the institutional space.
- Represent the firm at high-level meetings, industry events, and client presentations.
Sales Strategy & Execution
- Develop and execute a targeted sales strategy aligned with KSA market trends.
- Lead client negotiations, craft investment proposals, and deliver tailored presentations.
- Collaborate internally to refine and customise solutions for institutional clients.
- Track competitor activity and market trends to adjust approach as needed.
Product Expertise & Advisory
- Act as a subject-matter expert on conventional and Sharia-compliant investment offerings.
- Advise clients on fund structures, asset allocation, and portfolio strategy.
- Support product development and help create client-facing materials and content.
Compliance & Governance
- Ensure all client engagement aligns with local regulations and internal policies.
- Coordinate with legal and compliance teams on documentation and approvals.
- Stay updated on relevant regulatory developments in Saudi Arabia.
Internal Collaboration & Reporting
- Partner with investment, operations, and marketing teams to align efforts with business goals.
- Maintain clear pipeline tracking and report progress to senior leadership.
- Provide feedback from the market to support strategic planning.
Candidate profile:
- 10+ years of institutional sales experience in asset management, private banking, or investment platforms.
- Strong existing network in Saudi Arabia with a proven track record in business development.
- Deep understanding of investment products (traditional and alternative), including Sharia-compliant solutions.
- Strong commercial acumen, communication, and relationship-building skills.
- Familiar with regulatory and market dynamics across the GCC, particularly in KSA.