
Senior Wealth Development Specialist
1 week ago
The primary objective of this role is to foster strong relationships with high net worth individuals and family offices.
Main Responsibilities:
- Client Acquisition & Relationship Management: Building long-term connections with HNIs and family offices by understanding their investment goals and preferences.
- Investment Advisory & Product Distribution: Providing expert advisory services on various wealth products, including mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.
- Business Growth & Strategy: Contributing to the expansion of our wealth management business through a strategic and long-term approach.
- Market Positioning & Networking: Representing the company at industry events to strengthen brand positioning and network with key stakeholders.
Requirements & Qualifications:
- 7-12 years of experience in wealth management, managing HNIs and family offices.
- Strong professional network with HNIs and family offices.
- Expertise in wealth products, structured investments, and alternative asset classes.
- A proven track record of raising capital and managing large portfolios.
- An entrepreneurial mindset with an interest in running a venture with equity participation.
- Experience in building and leading teams.
- A willingness to travel for investor meetings and networking opportunities.
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