Wealth Opportunity Specialist

3 days ago


Bareilly, Uttar Pradesh, India beBeeInvestor Full time ₹ 60,00,000 - ₹ 1,50,00,000

Be part of a dynamic wealth management team and take on the role of a specialist in this fast-growing field.

This challenging position involves acquiring new investors, building relationships with high net worth individuals and professionals, and promoting alternative investment opportunities.

Key Responsibilities:
  • Identify and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
    • Sell curated investment opportunities in startups, venture funds, and other alternate asset classes.
      • 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 up-to-date on trends in startups, venture capital, private markets, and alternate investments.

To be successful, you will have excellent communication skills, strong analytical abilities, and the ability to work effectively in a team environment.



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