(15h Left) Relationship Manager †Family Office Investors
5 days ago
Job Description 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 execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: - Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AIFs value proposition and investment strategy. Event Management: - Plan and coordinate investor meetings, roundtables, and private events tailored to family office investors. - Market Intelligence: - Stay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy. Qualifications & Skills: - 10+ years of experience in wealth management, private banking, or working with family offices. - Strong network within the family office and HNI/UHNI investor ecosystem. - Proven ability to build trust and long-term relationships with sophisticated investors. - Excellent interpersonal, communication, and presentation skills. - Self-starter with a strategic mindset and execution-driven approach.
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Tip Sons
3 days ago
Mumbai, India Tip Sons Full timeAbout 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...
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Yubi - Director - Family Office
3 days ago
Mumbai, India CREDAVENUE PRIVATE LIMITED Full timeDirector - 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...
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Mumbai, India Troy Groups Full timeAbout Us Troy Groups is a capital advisory and investor relations firm supporting venture capital funds, private equity firms, and high-growth founders with bespoke capital introductions. We operate at the intersection of private markets and investor access—connecting high-quality fundraising opportunities with family offices, UHNWIs, and institutional...
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Head - Family Office
3 weeks ago
Mumbai, India Yubi Markets Full timeAbout 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 therefore...
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Head - Family Office
4 weeks ago
Mumbai, India Yubi Markets Full timeAbout 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...
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Head - Family Office
4 weeks ago
Mumbai, India Yubi Markets Full timeAbout 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...
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Head - Family Office
4 days ago
Mumbai, India Yubi Markets Full timeAbout 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 therefore...
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Head - Family Office
4 weeks ago
Mumbai, India Yubi Markets Full timeAbout 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 therefore...
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Head - Family Office
4 weeks ago
Mumbai, India Yubi Markets Full timeAbout 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 therefore...
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Head - Family Office
5 days ago
mumbai, India Yubi Markets Full timeAbout 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 therefore...
