Senior Relationship Manager / Relationship Manager – Wealth Advisory

Overview

The Role

• As a Senior Relationship Manager / Relationship Manager – Wealth Advisory, you will play a key role in growing ARC Group’s Wealth Advisory division.
• You will be responsible for:
• Developing, acquiring and maintaining a portfolio of HNW and UHNW clients
• Providing excellent service while developing net new business for the Group
• Transitioning existing client relationships and portfolios to the ARC platform in line with applicable regulatory and compliance requirements
• Managing and deepening relationships with clients across key markets
• Delivering bespoke investment solutions across deposits, structured products, equities, fixed income, alternatives and selected co-investment opportunities, subject to suitability, product availability and applicable regulatory requirements
• Developing financial plans aligned with clients’ long-term objectives
• Building and executing a strategic business plan aligned with ARC’s growth objectives
• Partnering with internal investment, product and compliance teams to deliver best-in-class advisory solutions
• Staying current on financial markets, product developments, regulatory requirements and global macro conditions
• Applying sound judgement when assessing risk, complying with applicable laws, rules, regulations and internal policies, and escalating control issues with transparency.

What You Bring

• Minimum 5 years of experience in private banking, wealth advisory, an EAM, multi-family office or a relevant financial institution
• Proven track record of managing and growing a portfolio of HNW and UHNW clients
• An established book of professionally qualified investors and the demonstrated ability to transition suitable relationships to a new platform in line with applicable legal, contractual and regulatory requirements
• Deep knowledge across financial products, investment solutions, services, global markets and relevant regulatory frameworks
• Entrepreneurial mindset, commercial sharpness and a client-first approach
• Strong relationship management, business development and communication skills
• Fluency in English; additional languages are an advantage depending on client market
• Bachelor’s degree required; Master’s degree, CFA, CISI or local equivalent preferred

Why ARC

• **Full-service investment banking platform:**
• ARC Group offers a broad suite of financial services, including IPOs, RTOs, equity financing, debt financing, private equity banking, SPAC services, PIPEs, ELOCs, debt advisory, bridge financing and related advisory solutions.
• **ARC Private Office:**
• Bespoke, independent and collaborative Wealth Advisory solutions for high-net-worth individuals, families, corporates and trusts.
• **Selected co-investment opportunities:**
• Access to a broader private office proposition beyond traditional investment advisory and management.
• **Cross-border platform:**
• $10B+ in transaction volume over the last three years, connecting Asia, the Middle East and global markets.
• **ADGM FSRA-licensed platform:**
• Credibility to serve sophisticated global clients in a fast-paced jurisdiction.
• **Lean and accountable structure:**
• Faster decisions and empowerment to grow your portfolio while improving the client experience.

How to Apply