High Net Worth Investor Specialist

2 weeks ago

Thoothukudi, Tamil Nadu, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Wealth Manager Job Description

This is a high-impact role for someone passionate about wealth management, alternate investments, and India's fast-growing startup ecosystem.

The ideal candidate will have a strong background in finance and be able to identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).

Key Responsibilities:
  • Investor Acquisition: Identify and connect with potential investors and onboard them into the company's ecosystem.
  • Client Relationship Building: Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
  • Collaboration: Collaborate with the investment team to present structured opportunities and conduct investor pitches.
  • Market Research: Stay updated on trends in startups, venture capital, private markets, and alternate investments.

This role requires excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment. If you are passionate about wealth management and have a strong desire to succeed, we encourage you to apply.

Requirements

To excel in this Wealth Manager role, you will need:

  • A strong background in finance.
  • Excellent communication and interpersonal skills.
  • The ability to work in a fast-paced environment.
  • A strong desire to succeed in wealth management.

You should also be comfortable with:

  • Identifying and connecting with potential investors.
  • Onboarding investors into the company's ecosystem.
  • Building and maintaining long-term client relationships.
  • Collaborating with the investment team.
  • Presenting structured opportunities and conducting investor pitches.
  • Staying updated on trends in startups, venture capital, private markets, and alternate investments.

We offer competitive compensation and benefits packages, including health insurance, retirement plans, and paid time off.

This is a challenging and rewarding role that offers opportunities for career growth and development.

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