Asset Strategist

2 weeks ago


Coimbatore, Tamil Nadu, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Job Title: Asset Strategist

Overview

We are seeking a seasoned professional to spearhead our wealth management initiatives in Coimbatore, India. This key role is for someone passionate about asset optimization, investment opportunities, and emerging market growth.

Key Responsibilities
  • Identify, cultivate, and onboard high-net-worth individuals, family offices, and professionals.
    • Develop and execute sales strategies for curated investment opportunities in startups, venture funds, and alternate asset classes.
      • Build and maintain long-term relationships with clients by understanding their financial goals and risk tolerance.
        • Collaborate with the investment team to present structured opportunities and conduct client presentations.
          • Stay updated on trends in startup ecosystems, venture capital, private markets, and alternative investments.

The ideal candidate will possess excellent communication and negotiation skills, be able to build strong relationships with clients, and have a deep understanding of the Indian financial landscape.


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