Alternate Investment Specialist

2 days ago


Surat, Gujarat, India beBeeWealthManager Full time ₹ 1,50,00,000 - ₹ 2,10,00,000
Job Description:

We are seeking a skilled and ambitious Wealth Management specialist to drive investor acquisition, build relationships with high net worth individuals and family offices, and promote alternative investment opportunities.

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

Key Responsibilities
  • Identify and onboard potential investors, including angels, high net worth individuals, ultra-high net worth individuals, and family offices.
  • Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
  • 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.
Requirements:
  • Strong understanding of trends in startups, venture capital, private markets, and alternate investments.
  • Ability to build and maintain strong relationships with clients.
  • Excellent communication and negotiation skills.
  • Knowledge of AIF and PMS regulations.
Benefits:

Competitive compensation package and benefits.

Opportunity to work with a dynamic and growth-oriented organization.

Chance to make a meaningful impact in the wealth management industry.



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