Family Office – Asset Management
4 days ago
Family Office – Asset Management
Our Client:
A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients' wealth through consistent and well-researched strategies.
Job Title: Family Office – Asset Management
Department: Asset Management
Experience: 10-15 years
Education : MBA/ MMS / PGDM(Look for Tier 2/Tier 3 Candidates)
Location: Delhi
About the Role :
This is a
client-facing sales role
in the Asset Management division where As a
Family Office – Asset Management
professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role 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 Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence.
Key Skills Required
Functional:
- Asset Management / Private Wealth market intelligence.
- Strong understanding of Equities.
- Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage.
Behavioral:
- Consultative and collaborative approach.
- Presentation and communication skills.
- Proactive mindset and self - starter.
- Uphold high standards of ethics and integrity.
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.
- Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients.
- Understanding the client's requirements & recommending the relevant product.
- Maintain the highest level of service and delivery to partners and clients.
About Hireginie:
Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and 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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