Alternate Investment Specialist

6 days ago

Gurgaon, Haryana, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 1,54,00,000

Wealth Management Specialist

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At the heart of our organization is a passion for democratizing access to high-growth investment opportunities. Our goal is to empower professionals, entrepreneurs, and investors to participate in India's vibrant investment landscape by diversifying into emerging avenues of wealth creation.

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As a dynamic and driven Wealth Manager, you will be responsible for driving investor acquisition, building relationships with High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), family offices, and professionals. Your primary objective will be to promote our alternate investment opportunities and drive sales of curated investment opportunities in startups, venture funds, and other alternative asset classes.

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Key Responsibilities:

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  • Investor Onboarding: Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals) through thorough research and due diligence support.">
  • Sales and Relationship Building: Drive sales of curated investment opportunities and build long-term client relationships by understanding their investment goals and risk appetite.">
  • Collaboration and Communication: Collaborate with the investment team to present structured opportunities and conduct investor pitches, ensuring seamless communication and relationship management.">
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Requirements and Qualifications:

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To excel in this role, you should possess:

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  • Education: A Bachelor's degree in Business, Finance, or related field, preferably with an MBA.">
  • Experience: 3-7 years of experience in wealth management, private banking, financial services, or alternate investments.">
  • Skills: Strong sales and networking skills with a proven track record of achieving targets, excellent communication and presentation skills, and an understanding of startups, venture capital, or alternate asset classes.">
  • Personal Qualities: Self-motivated, entrepreneurial mindset with the ability to work independently and as part of a collaborative team.">
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What We Offer:

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As a member of our team, you will enjoy:

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  • Career Growth Opportunities: The chance to work at the intersection of startups, investing, and wealth management, with room to shape your role and contribute to the growth of our network.">
  • Competitive Compensation: A competitive compensation package with performance-based incentives.">
  • Professional Development: Access to training, mentorship, and resources to enhance your skills and knowledge in wealth management and alternate investments.">

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