
Relationship Builder
3 days ago
Key Responsibilities:
- Establish and maintain relationships with family offices and ultra-high net worth individuals.
- Provide expert advisory services on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a ₹5 Cr - ₹50 Cr ticket size range.
- Foster the growth of our wealth management business through a long-term vision.
- Promote Billionz at industry events and enhance brand positioning.
Qualifications & Experience:
- 7-12 years of experience in wealth management, managing high net worth individuals and family offices.
- Strong connections with family offices and ultra-high net worth individuals.
- Expertise in wealth products, structured investments, and alternative asset classes. They should have their own Assets Under Management up to ₹50 Cr and a set of clients.
- A proven ability to raise capital and manage large portfolios.
- An entrepreneurial mindset with interest in running a venture with equity participation.
- Experience in building and leading teams.
- Willingness to travel for investor meetings and networking.
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