
Relationship Manager – Family Office Investors
5 days ago
Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services
Organization:Alternative Investment Fund(AIF)
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 AIFs 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.
-
Relationship Manager Family Office Investors
1 week ago
Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearKey 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...
-
Vice President, Family Office Relationships
1 week ago
Mumbai, Maharashtra, India Artha Group Full time ₹ 20,00,000 - ₹ 26,00,000 per yearVice President – Family Office RelationshipsLocation: Mumbai (Full-Time, Onsite)Function: Capital Partnerships | Fundraising Execution | Investor CoordinationReports To: Head Family Office Relationships and Managing PartnerLevel: Mid-Level (Equivalent to Associate in Investment Team) About Artha Group Artha Group is a performance-first investment...
-
Vice President, Family Office Relationships
2 weeks ago
Mumbai, Maharashtra, India Artha Group Full time ₹ 5,20,000 - ₹ 10,50,000 per yearVice President - Family Office Relationships Location: Mumbai (Full-Time, Onsite) Function: Capital Partnerships Fundraising Execution Investor Coordination Reports To: Head - Family Office Relationships and Managing Partner Level: Mid-Level (Equivalent to Associate in Investment Team) About Artha Group Artha Group is a performance-first investment platform...
-
Corporate Treasury and Family Office
4 weeks ago
Mumbai, Maharashtra, India Tipsons Group Full timeInteract with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product. Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events. Develop and manage relationships with...
-
Corporate Treasury and Family Office
7 days ago
Mumbai, Maharashtra, India Tipsons Group Full time ₹ 15,00,000 - ₹ 25,00,000 per yearInteract with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.Develop and manage relationships with...
-
Head - Family Office
1 day ago
Mumbai, Maharashtra, India Yubi Markets Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout Yubi Markets:Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore...
-
Relationship Manager
7 days ago
Mumbai, Maharashtra, India 4S Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearKey Responsibilities: Investor Relationship ManagementNurture 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 & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute...
-
Corporate Treasury and Family Office
2 days ago
Mumbai, Maharashtra, India, Maharashtra Tipsons Group Full timeInteract with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product.Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events.Develop and manage relationships with...
-
Relationship Manager
4 weeks ago
Mumbai, Maharashtra, India Tip Sons Full timeAbout the Role:- We are seeking an experienced Corporate Treasury & Family Office Relationship Manager to interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries. The role involves managing investor relationships, creating and marketing fixed income solutions, and delivering customized investment products.- The ideal...
-
Investor Relation
1 day ago
Mumbai, Maharashtra, India BizDateUp Full time ₹ 5,00,000 - ₹ 25,00,000 per yearJob Description – Investment RelationPosition:Investor RelationLocation:Charni Road, MumbaiDepartment:InvestmentsAbout the RoleWe are seeking a highly driven and strategicInvestor Relationto lead fundraising, manage investor relationships, and drive portfolio growth. The role requires a mix of financial expertise, investor engagement, and strong networking...