Executive - Investor Relations
1 hour ago
Job Title: Executive Investor Relations
Location: Chennai
Experience: 2+ years
Employment Type: Full-time
About the Role
We are looking for a driven and detail-oriented Executive Investor Relations to support and manage relationships with High Net-worth Individuals (HNI). This role involves investment coordination, client servicing, financial understanding, and strong communication skills. The ideal candidate is proactive, trustworthy, and eager to learn about the investment ecosystem.
Key Responsibilities
Assist in onboarding and managing High Net-worth Individual (HNI) clients
Coordinate with senior investment managers on portfolio updates and client servicing
Research investment options, market updates, and financial trends
Prepare reports, presentations, and investment summaries for client meetings
Maintain accurate documentation, client records, and compliance requirements
Build strong client relationships through timely follow-up and clear communication
Support in events, investor meetings, and review sessions
Collect client requirements and help the team customize suitable investment solutions
Required Skills & Qualifications
Bachelor's or MBA degree in Finance, Marketing, or related fields
Strong communication and interpersonal skills
Basic understanding of investments, wealth management, or financial products
Interest in dealing with high-value clients and financial portfolios
Good analytical and presentation skills
Proficiency in MS Office (Excel, PowerPoint)
Ability to handle confidential information professionally
People with HNI and Investor Relations experience can only apply.
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