Vice President

8 hours ago

Ahmedabad, India STEPHEAD ADVISORS PRIVATE LIMITED Full time

Vice President - Wealth Management Summary:Steptrade Capital is seeking an experienced, and results-driven "VP - Wealth Management" to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor/investor networks, and expanding business footprints.Key Responsibilities:- Identify and approach potential investors including HNIs, UHNWIs, family offices, PE/VC firms, and institutional investors for both listed and unlisted fundraising mandates.- Develop, maintain, and strengthen relationships with distribution partners including National Distributors, Independent Financial Advisors (IFAs), and Wealth Management firms.- Drive AIF sales by empaneling new distribution partners and deepening wallet share with existing ones.- Educate distributors on market trends, product offerings, regulatory changes, and competitive landscape.- Communicate updates on fund performance, investment strategy, and market developments to existing investors and stakeholders.- Develop and implement effective distribution and fundraising strategies aligned with business objectives.- Build and execute strategies to expand business presence and increase market share for alternate investment Minimum 5 to 7 years of experience in Wealth Management, AIF distribution, Fundraising, Investor Relations, or Investment Banking.- Proven track record in raising capital, managing HNI/institutional relationships, and growing AIF sales.- Strong understanding of equity markets, capital markets, and private investments.- MBA Marketing or Finance /PGDM in Finance, CFA, or equivalent financial certification.- Experience working with boutique investment firms, family offices, or fund houses with AIF focus. (ref:iimjobs.com)

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