Asset Management Specialist

7 days ago

Delhi, Delhi, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,25,00,000

Job Overview:

We are seeking a highly skilled Family Office Professional to join our Asset Management division. The successful candidate will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs.

About the Role:

This is a client-facing sales role that demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by our strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence.

Key Responsibilities:

  • Maintain a database of potential Family Office clients and their key advisors.
  • Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors.
  • Maintain and grow any existing relationships and build AUMs.
  • Understand the macro environment and give the domestic & global macro perspective to partners and prospective clients.
  • Understand the client's requirements & recommend relevant products.
  • Ensure the highest level of service and delivery to partners and clients.

Requirements:

  • 10-15 years of experience in Asset Management / Private Wealth market intelligence.
  • Strong understanding of Equities.
  • Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage.

Why Work with Us:

Our company is a prominent talent search company specializing in connecting top talent with leading organizations. We offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

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