
Strategic Account Manager
17 hours ago
As a senior relationship manager, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and family offices.
- You will offer expert advisory on various investment products including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and invitation to invest.
- Your role will also involve expanding the wealth management business by identifying new opportunities and strengthening existing relationships.
- You will represent the company at industry events and strengthen its brand positioning.
Qualifications & Experience:
- A minimum of 7-12 years of experience in wealth management, managing HNIs and family offices.
- Strong relationships with family offices and HNIs are essential.
- You should have expertise in wealth products, structured investments, and alternative asset classes.
- A proven ability to raise capital and manage large portfolios is necessary.
- An entrepreneurial mindset with interest in running a venture with equity participation is desirable.
- Experience in building and leading teams is also required.
- Ability to travel for investor meetings and networking is a must.
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