Senior Wealth Management Professional – Family Office Investors

2 days ago

Hyderabad, Telangana, India 4S Advisory Full time ₹ 1,20,00,000 - ₹ 2,40,00,000 per year

Job Title:
 Senior Wealth Management Professional – Family Office Investors

Location:
 Mumbai, Lower Parel

Experience:
 10 years in Wealth Management, Private Banking, or Family Office Services

About Us:

We are proud to have built a strong network of over 30 family office investors. As we continue to grow, we are seeking a seasoned professional to strengthen relationships with our existing investors and drive new investor acquisition, focusing on family offices and ultra-high-net-worth individuals (UHNWIs).

Key Responsibilities:

  • Investor Relationship Management:
  • Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support.
  • Investor Acquisition & Marketing:
  • Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking.
  • Strategic Communication:
  • Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy.
  • Event Management:
  • Plan and coordinate investor meetings, roundtables, and private events tailored to family office investors.
  • Market Intelligence:
  • Stay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy.

Qualifications & Skills:

  • 10+ years of experience in wealth management, private banking, or working with family offices.
  • Strong network within the family office and HNI/UHNI investor ecosystem.
  • Proven ability to build trust and long-term relationships with sophisticated investors.
  • Excellent interpersonal, communication, and presentation skills.
  • Self-starter with a strategic mindset and execution-driven approach.

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