Wealth Manager

1 day ago


Mumbai, India Debt Angels Venture Private Limited Full time
Our Company is into the Consulting Space of Corporate Finance/Debt Syndication for almost 2 decades. Till date, we have raised funds amounting to more than Rs. 6500 Crores. You can get to know more about us from Wealth Manager will be pivotal in connecting with High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) to explore funding opportunities, promote investment in private credit and manage relationships to foster long-term partnerships.
Key Attributes:
1. Proven ability to leverage a deep network of high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) for investment opportunities.
2. Demonstrated success in negotiating and closing high-value deals in the real estate and investment domains.
3. Expertise in creating bespoke financial solutions tailored to the needs of HNI/UHNI clients, focusing on debt syndication and private credit.
4. Strong understanding of real estate markets, including early-stage funding, project feasibility analysis, and capital structuring.
Roles & Responisbilities
1. Cultivate and maintain relationships with HNI/UHNI clients, introducing them to strategic investment opportunities in real estate.
2. Identify and onboard key partners, such as family offices, investment firms, and private equity funds.
3. Facilitate structured funding solutions for real estate and other high-value project
4. Conduct market analysis and present viable funding opportunities to clients.
Desired Profile:
Minimum 5-7 years in wealth management, private banking, or a similar role focusing on HNI/UHNI clientele.
Proven access to a strong network of HNIs/UHNIs, with a track record of managing relationships effectively.
Skills:
Exceptional interpersonal and communication skills.
Strong negotiation and financial advisory capabilities.
Knowledge of structured finance, real estate investments and debt syndication is a plus.
Compensation offered: INR 50,000 – INR 1,00,000 per month plus variables
More details about the job
Location:- BKC, Kalina, Mumbai (WFO)
Timing:- 10:00 AM – 6:00 PM
Days of working:- Monday – Saturday (2nd, 3rd & 4th Saturdays are off)
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