Capital Raising/Wealth Management Role

Work experience: 7 to 15 years

- Capital Raising, Wealth Management, Preferably someone with a decent Book.

- Seeking an experienced Relationship Manager to develop and maintain relationships with high-net-worth individuals, family offices, and institutional clients for investment in various financial strategies.

- The ideal candidate will have a proven track record of managing substantial AUM and strong client relationships.

Key Responsibilities:

1. Client Management

- Manage and grow a portfolio of high-net-worth clients with a minimum book size of - 500 crores

- Develop and execute strategies to expand existing client relationships

- Provide personalized investment solutions based on client needs and risk profiles

- Regular client portfolio review and performance updates

2. Business Development

- Identify and acquire new client relationships through networking and referrals

- Meet or exceed quarterly and annual AUM targets

- Develop and maintain relationships with key influencers and intermediaries

- Participate in client events and investment conferences

3. Investment Advisory

- Present and explain various investment strategies to clients

- Keep clients informed about market developments and investment opportunities

- Work closely with product teams to understand new offerings

- Ensure compliance with regulatory requirements in client communications

Required Qualifications:

- 8-12 years of experience in wealth management/asset management

- Proven track record of managing AUM of at least - 200-500 crores

- Strong existing network of HNI clients and family offices

- Excellent understanding of financial markets and investment products

- Relevant certifications (MBA/CFA/CFP preferred)

Skills and Competencies:

- Strong relationship building and networking abilities

- Excellent communication and presentation skills

- Deep understanding of investment products and market dynamics

- Ability to work independently and meet targets

- Strong analytical and problem-solving skills