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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