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22 hours ago
Wealth Management Specialist
">Our organization is seeking a skilled and experienced Wealth Management specialist to spearhead investor acquisition, foster relationships with high net worth individuals, family offices, and professionals, and promote investment opportunities.
">Key Responsibilities:">- Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, 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.">
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.">
- Build and maintain long-term client relationships by understanding their investment goals and risk appetite.">
- Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.">
The ideal candidate will be passionate about wealth management, alternate investments, and the Indian startup ecosystem.
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