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Relationship Manager – Family Office

4 weeks ago

Mumbai, Maharashtra, India Integrow Asset Management Full time

Job Title: Relationship Manager- Family Office & UHNI

Company: Integrow Asset Management Private Ltd

Location: Mumbai, BKC

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.

Role Overview

We are seeking to onboard a high-touch relationship leader on a consulting/project basis — someone who intuitively understands the language of wealth and has built enduring trust within the private capital landscape.

This is not a typical client-facing role. This is a mandate for a seasoned advisor who brings gravitas, empathy, and influence — someone capable of deeply engaging with Family Offices, UHNIs, and Institutions not just to unlock access, but to shape long-term capital partnerships.

We see this individual as a trusted counsel, a luxury concierge, or an elite financial journalist — someone always prepared, always relevant, and capable of delivering meaningful strategic relationships into the Integrow ecosystem.

Key Responsibilities

1. Strategic Relationship Origination

  • Identify, connect with, and build enduring relationships with high-potential Family Offices, UHNIs, and institutional capital providers.
  • Build credibility and resonance through thoughtful, insight-driven conversations — not product pushing.
  • Position Integrow as the preferred partner for bespoke alternative investments in Indian real estate.

2. Client Understanding & Relationship Deepening

  • Decode investor personalities — including risk appetite, family dynamics, generational goals, and portfolio preferences.
  • Present Integrow's product suite (credit, equity, structured capital) through a lens of outcomes, stewardship, and customised solutions.
  • Convert strategic interest into actionable mandates — both through pooled vehicles (AIFs) and exclusive structures.
  • Drive deeper wallet share from existing networks through relationship consistency and value delivery.

3. Internal Alignment & Strategy Feedback

  • Liaise with investment/product teams to ensure high-touch delivery aligned with client expectations.
  • Act as a voice of the market — bringing in insights on investor sentiment, product gaps, and competitor movement to shape internal strategy.

Ideal Consultant Profile

Experience

  • 10–15 years in client-facing roles across alternative investments, private banking, luxury services, institutional capital, or ultra-HNI engagement (concierge, family office advisor, etc.).
  • Direct access to 25–50 high-quality Family Offices, UHNIs, or Institutional investors, with a demonstrable history of converting relationships into capital mandates.
  • Experience navigating high-stakes investor dialogues — including investment committees, family charters, and multi-advisor coordination.

Attributes

  • Executive Presence: Articulate, polished, and confident in elite investor settings
  • Relationship Intelligence: Ability to pick up on subtle cues, build trust, and stay relevant
  • Discretion & Empathy: Trusted confidant who respects the privacy and complexity of private wealth
  • Investor Fluency: Conversant in capital structures, asset allocation logic, return strategies, and risk frameworks
  • Customisation Mindset: Rejects one-size-fits-all thinking; thrives on tailored solutions

Educational Background

  • MBA / CFA / Postgraduate degree from a Tier-1 institution preferred
  • Additional exposure to global capital markets, behavioral finance, psychology, or diplomacy is a plus