
Executive Wealth Strategist
1 week ago
Investment Specialist
We are seeking a dynamic and driven specialist to join our team. The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting company investment opportunities.
Key Responsibilities
- Investor Acquisition
- Identify, connect, and onboard potential investors (high net worth individuals, ultra high net worth individuals, family offices, and professionals).
- Sales of Curated Investment Opportunities
- Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Client Relationship Building
- Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Collaboration with Investment Team
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Stay Updated on Industry Trends
- Stay updated on trends in startups, venture capital, private markets, and alternate investments.
Requirements
- Strong understanding of wealth management, alternate investments, and India's fast-growing startup ecosystem.
- Excellent communication and relationship-building skills.
- Able to work in a fast-paced environment and meet deadlines.
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