Wealth Portfolio Specialist

1 week ago

Hyderabad, Telangana, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

Opportunity Summary: Wealth Management is a dynamic field that involves driving investor acquisition and building relationships with high net worth individuals, family offices, and professionals.

Key Responsibilities:

  • Connect and onboard potential investors (high net worth individuals, family offices, and professionals).
    • Develop sales strategies for curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • Nurture 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.

Requirements: Passion for wealth management, alternate investments, and market trends.

Preferred Qualifications: Experience in wealth management, sales, or business development.

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