Alternate Investment Specialist

5 days ago


Thiruvananthapuram, Kerala, India beBeeWealth Full time ₹ 2,00,00,000 - ₹ 2,50,00,000
Role Overview

We are seeking a dynamic and driven Wealth Management professional to join our team. The role involves driving investor acquisition, building relationships with high net worth individuals and family offices, and promoting company's alternate investment opportunities.

This is a high-impact role for someone passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.

Key Responsibilities
  • Identify, connect, and onboard potential investors (high net worth individuals, family offices, and professionals).
    • Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
        • Collaborate with the investment team to present structured opportunities and conduct investor pitches.
          • Stay updated on trends in startups, venture capital, private markets, and alternate investments.
          Benefits

The ideal candidate will have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.

Requirements
  • Experience in wealth management or a related field.
    • Knowledge of alternate investments, including startups, venture capital, and private markets.
      • Strong analytical and problem-solving skills.
        • Ability to work independently and as part of a team.

Interested candidates please submit your application for consideration.


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