Private Wealth Management Specialist

2 weeks ago

Mumbai, India Integrow Asset Management Full time

Job Title: Private Wealth Management Expert – Fund Raise

Company: Integrow AMC


Location: BKC, Mumbai

Number of openings – 2

Designation – Manager /AVP

About Us:

Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering sustainable alpha to our clients, we are poised for rapid growth and expansion.

Job Description:

We are seeking highly skilled and experienced Private Wealth Management Experts to join our team as a Fund Raise Specialist. In this role, you will be responsible for leveraging your expertise in wealth management and your extensive network of high-net-worth individuals to drive our fund raise efforts from direct investors.

Key Responsibilities:

• Utilize your existing network & relationships and create a new pool of High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), Single Family Offices (SFOs), and Multi Family Offices (MFOs) as prospective investors.

• Raise funds in accordance with the company’s Annual Operating Plan (AOP), with specific focus on direct investors.

• Provide expert advice and guidance to direct investors on our investment products and services with the objective to secure commitments.

• Stay updated on industry trends, market conditions, and investor preferences to inform fund raise strategies.

• Ensure compliance with regulatory requirements and company policies throughout the fund raise process.

Requirements:

• MBA/PG diploma in Finance, Business Administration, or a related field.

• Minimum of 5 years of experience in private wealth management, preferably in a wealth management company.

• Proven track record of success in raising funds from direct investors, with a strong network of high-net-worth individuals.

• Deep understanding of investment products and services, as well as financial markets.

• Excellent communication, negotiation, and interpersonal skills.

• Strong analytical and problem-solving abilities.

• Ability to work independently and collaboratively in a fast-paced environment.

Why Join Us:

• Opportunity to play a key role in driving the growth and success of a leading asset management company.

• Competitive salary and performance-based incentives.

• Dynamic and collaborative work environment with opportunities for professional development and advancement.

• If you are a seasoned private wealth management professional with a passion for driving fund raise efforts and a desire to make a significant impact, we invite you to join our team and be part of our journey to success.

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