Relationship Manager – Family Office Investors

Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and...

Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services Organization:Alternative Investment Fund(AIF) Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment...

Qualifications :- 3+ years of experience in fund raising, capital raising, or investment management, specifically targeting UHNI investors, family offices, or institutional capital.- Strong network of UHNI clients, family offices, private wealth managers, and institutional investors.- Deep understanding of alternative investments, structured finance,...

About the Role:- We are seeking an experienced Corporate Treasury & Family Office Relationship Manager to interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries. The role involves managing investor relationships, creating and marketing fixed income solutions, and delivering customized investment products.- The ideal...

Director - Family Office Key responsibilities:1. Engage with existing HNIs and Family offices and Onboard new family offices to manage their investment appetite by nurturing strong, long-term relationships and delivering customized investment products2. Run the marketing process for individual deals on the platform and more holistically for the company by...

- Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.- Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.- Develop and manage relationships with...

- Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.- Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.- Develop and manage relationships with...

Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.Develop and manage relationships with...

Key Responsibilities: Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute...

About Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...