Relationship Associate

Role Overview

We seek a Relationship Associate to manage investor engagement for both individual (B2C) and institutional (B2B) clients. This position oversees the complete investor journey, from initial contact through sustained retention, in a dynamic and rapidly expanding investment setting.

Primary Duties

• Maintain and nurture relationships with retail investors from onboarding to reinvestment phases.
• Engage personally with registered users to encourage active investing.
• Communicate investment returns, distributions, and risks transparently, avoiding exaggeration.
• Achieve asset fill targets within designated timeframes.
• Develop and manage a pipeline comprising family offices, wealth managers, and institutional clients.
• Conduct strategic discussions and customize engagement approaches for institutional investors.
• Serve as a confident representative of the company in interactions with sophisticated investors.
• Convert institutional prospects into durable partnerships.
• Establish the investor relations function from inception including creating playbooks, tools, and standard operating procedures.
• Collect investor feedback and translate insights into actionable improvements.
• Collaborate internally with teams such as acquisitions, operations, marketing, and senior leadership.

Key Performance Indicators

• Time efficiency in asset fill rates.
• Conversion rates from registered users to active investors.
• Reinvestment frequency among investors.
• Value of institutional client pipeline.
• Retention rates of investors and Net Promoter Score (NPS).

Candidate Qualifications

• 1 to 2 years of experience in investor relations, wealth management, real estate, or investor-facing sales roles.
• Understanding of investment returns with the ability to articulate these concepts clearly.
• Strong commercial insight paired with consultative selling capabilities.
• Comfortable interaction with both retail and institutional investors.
• Proactive, with a mindset geared toward building functions in addition to execution.
• Excellent oral and written communication skills in both Arabic and English.