
Wealth Manager Alternative Title
2 days ago
Wealth Management Professional
Capitalizing on wealth management opportunities in India's fast-growing startup ecosystem, we are seeking a highly motivated and passionate individual to drive investor acquisition, build relationships with high net worth individuals, family offices, and professionals, and promote alternate investment opportunities.
Key Responsibilities:- Investor Acquisition: Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
- Sales of Curated Investment Opportunities: Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Client Relationship Building: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Investment Team Collaboration: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Stay Updated: Stay updated on trends in startups, venture capital, private markets, and alternate investments.
- Investment Team Collaboration: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Client Relationship Building: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Sales of Curated Investment Opportunities: Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
Requirements: We are seeking an exceptional individual with excellent communication skills and a strong understanding of wealth management and alternate investments.
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