Investment Opportunities Expert

22 hours ago


Solapur, Maharashtra, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Wealth Management Specialist

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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.">
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The ideal candidate will be passionate about wealth management, alternate investments, and the Indian startup ecosystem.



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