Full job description

Your Mission

As our Capital Markets Associate, you’ll make sure the numbers behind Beehive’s funding relationships are always right, always on time, and always ready for the next conversation. You’ll be the person our funding partners and our own Credit and Operations teams rely on for clean, accurate data whenever it’s needed.

In This Role, That Means

Owning the monthly reporting cycle end to end, turning ad hoc data requests from institutions into fast and accurate responses, and being the connection between Capital Markets and the teams we depend on to get the details right.

Day to Day

• Owning Beehive’s monthly reporting to institutional funding partners, ensuring figures are accurate, consistent, and delivered on time, every time.
• Reviewing and preparing data requests from current and prospective funding institutions, shaping raw numbers into the format each partner needs for due diligence, underwriting, or ongoing monitoring.
• Acting as the link between Capital Markets and other functions particularly Credit, Operations, and the Finance team and coordinating information flow so funding decisions and portfolio reviews move quickly.
• Supporting the team in preparing investor ready materials, from reporting packs to data tapes to one-off analysis for prospective lenders and investors.
• Tracking portfolio performance metrics relevant to our funding partners, flagging anything that needs attention before it becomes a question.
• Helping build and refine reporting templates, trackers, and processes as Beehive’s institutional funding base grows.
• Getting involved in ad hoc Capital Markets projects as new priori
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• The OpportunityThis is an Assistant Vice President level role with genuine personal development opportunities to contribute to the sales pipeline already operating from the UK by building local connections and networks within Dubai and sharing these opportunities with Relationship Managers based in London.  As part of the successful candidate’s introduction to the firm’s internal processes and external regulatory frameworks, a London based induction program will be offered during the first six months and then semi-annual visits to London, UK and/or Zurich, Switzerland will ensure continued strong connectivity to the entire Sales Team and individuals that support all sales activity.For the right candidate and for someone who has a background of operating within a Representative Office and can demonstrate the necessary skills, background and experience, this represents an exceptional next step in their career of working within a family office. Business Development Manager Responsibilities:The role is a marketing, origination and relationship-development position for WealthFusion’s external asset manager (‘EAM’) business model. The Business Development Manager must always act as an employee of a representative office and not as an investment adviser, arranger or dealer. The key responsibilities for this role are as follows:Develop a qualified pipeline of prospective ultra-high-net-worth clients and family offices across the Middle East, with particular focus on relationships capable of meeting WealthFusion’s target client profile, ordinarily including investable assets of US$1 million or more.
• ·         Market only DFSA-approved and internally approved information about WealthFusion Limited, its EAM proposition and services; explain the proposition at a general and factual level without making a personal recommendation.·         Identify the needs at a high level, arrange introductions, and refer prospect client names to authorised WealthFusion Limited personnel and relevant third-party banks for advice.·         Co-ordinate meetings and, when permitted, facilitate the administrative transfer of documents.Build referral relationships with lawyers, trustees, custodian banks subject to internal controls.
• Maintain accurate CRM records, pipeline forecasts, source of lead information, contact reports, approvals, and marketing records; promptly reporting complaints, sanctions concerns and financial crime red flags to other team members to action.
• Provide the London Team with market intelligence, competitor observations, client themes, and commercial opportunities, whilst respecting confidentiality and data protection requirements.
• Support approved events, presentations and strategic initiatives, collaborating across functions and time zones to meet agreed objectives for qualified introductions and conversion quality.
• Perform other lawful and reasonable duties consistent with the representative office license and this role.
• Ensure service excellence and protect the company by implementing an effective control environment.
• Develop dialogue channels which foster a level of trust and commitment resulting in positive client relationships.
•  Preferred Skills for this Position: Must be fluent in English and possess good communication and interpersonal skills that will be used with the firm’s prospect clients, third-party suppliers and team members.
• A proven track record of sourcing, qualification and documenting potential new sales opportunities for the UK and Swiss based Sales Team members covering the Middle East region.
• Demonstrate the ability to meet sales lead generation targets across numerous sourcing channels.
• 5+ years of experience working within a similar wealth management and/or multi-family office environment.
• Personal attributes should include an eye for detail, committed and enthusiastic approach to supporting existing client relationships (as directed by the London and Swiss Sales Teams), whilst having the ability to multi-task, work under pressure at times and maintain a flexible approach whilst managing competing priorities.
• Ability to travel to the UK and/or Switzerland twice a year to ensure strong connectivity with all team members and support all relevant strategic initiatives.
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