High Net Worth Investor Acquisitions Specialist

2 weeks ago


Aurangābad, India beBeeRelationships Full time

Investor Acquisition & Relationships ManagerCredfund is seeking a seasoned professional to acquire and manage high net worth investors, wealth partners, and family offices for our curated alternative investment products.The ideal candidate will possess excellent communication skills, financial acumen, and a proven ability to build strong relationships with investors. They will be responsible for explaining investment opportunities, converting interest into commitments, and ensuring compliance with relevant regulations.Acquire high net worth investors through targeted outreach and eventsExplain investment opportunities and convert interest into commitmentsManage investor relationships, queries, reviews, and onboardingSupport deal closures with presentations and summariesBuild partnerships with wealth managers, RIAs, and family officesEnsure compliance with regulatory requirementsRequired Skills and Qualifications:4-8 years of experience in wealth management, private banking, or alternate investment platformsStrong communication and financial storytelling skillsProven ability to build strong relationships with investors and close high-ticket dealsBenefits:Opportunity to work with a leading player in the industryChance to develop a career in a dynamic and growing fieldCompetitive compensation and benefits package



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