Senior Relationship Manager

Position Overview

TwoAtoms Capital is hiring a Senior Relationship Manager to drive institutional and ultra‑high‑net‑worth (UHNW) client coverage across KSA and the Gulf. The role blends origination and advisory: deepen wallet share with existing relationships, acquire new clients, surface and qualify investment banking opportunities (DCM/ECM/M&A), support PE fundraising and co‑investment coverage, and collaborate with product teams to design and launch new investment solutions (including Sharia‑compliant offerings). Success requires a proven network, disciplined pipeline management, regulatory fluency, and consistent revenue delivery.

Key Responsibilities

Client Origination & Coverage

• Own a portfolio of institutional and UHNW relationships (sovereign & quasi‑sovereign entities, pension funds, insurers, family offices, large corporates).
• Prospect and convert new clients; maintain a robust, qualification‑based pipeline with clear next actions and fee forecasts.
• Lead account planning, C‑suite mapping, and multi‑threaded engagement to expand mandates across advisory, capital markets, and alternatives.

Investment Banking & PE Enablement

• Identify and qualify IB opportunities (M&A, DCM, ECM, structured solutions); coordinate with product and execution teams on pitches, term sheets, and closings.
• Partner with Private Equity on LP coverage, co‑investment placement, deal sourcing with portfolio companies, and exit preparedness (equity story alignment).
• Prepare and deliver client materials (pitchbooks, proposals, IC‑ready screens) and manage RFPs.

Wealth Management Advisory

• Advise UHNW clients on strategic asset allocation (public markets, sukuk/bonds, equities, funds, alternatives) with suitability and risk‑profiling discipline.
• Cross‑sell discretionary/mandated solutions, structured notes, Sharia‑compliant products, and co‑investment opportunities alongside IB/DCM/PE.

Product & Proposition Development

• Surface client needs and market gaps; co‑create new funds, mandates, and structured solutions (including Sharia‑compliant) with Product/PE/DCM.
• Pilot new propositions, refine pricing, and build go‑to‑market playbooks (messaging, collateral, distribution plan).

Governance, Risk & Conduct

• Ensure full compliance with CMA rules and the firm's policies (KYC/EDD, AML/CFT, suitability, conflicts, best execution, marketing).
• Maintain clean documentation (call reports, CRM hygiene, client files) and support audits and regulatory reviews.

Internal Leadership & Collaboration

• Mentor junior bankers/associates on coverage best practices.
• Champion one‑firm collaboration across IB, DCM, PE, Product, Legal, Compliance, and Operations to deliver integrated solutions.

Qualifications & Experience

• Total Professional Experience: 10–15 years in financial services.
• Institutional Coverage: 7+ years directly covering institutional clients in KSA/GCC with a verifiable network of decision‑makers (CFOs, Treasurers, CIOs).
• Wealth Management/Advisory: 5+ years advising UHNW/family office clients on multi‑asset portfolios and alternatives (including Sharia‑compliant).
• Capital Markets / IB Exposure: 3–5+ years within a CMA‑licensed Authorized Person or equivalent capital‑markets institution (DCM/ECM/structured solutions/M&A origination).
• Track Record: Evidence of multi‑year revenue delivery (AUM growth, fee income, IB mandate origination) and successful cross‑sell across products.

Education & Certifications

• Bachelor's in Finance, Economics, Accounting, Engineering, or related; MBA/Master's preferred.

Technical & Commercial Skills

• Strong understanding of sukuk/bonds, equities, funds, alternatives, structured products, and co‑investment terms.
• Ability to originate and shape IB/DCM/ECM/M&A opportunities and articulate value propositions with execution teams.
• Working knowledge of LBO/DCF concepts to engage credibly with PE/IB teams (not a modeling role).