Posted By
Posted in
Banking & Finance
Job Code
1236049
Wealth Manager - Investor Relations
What You'll Do:
- Responsible for facilitating AUM for the fund - CAT II AIF
- Managing relationships with external stakeholders including institutional investors, family offices and UHNIs to drive growth
- Initiating partnerships with wealth management firms and IFAs
- Preparing fund performance reports periodically and sharing the same with external stakeholders
- Work Closely with internal teams like trustee, fund accounting to make sure smooth operations of the fund.
Your Superpowers:
Experience:
- 3-5 years of fund experience (Equity of Debt) or wealth management experience, in
- If the person is from Wealth management, then he should be managing a large family office/ HNI book (At Least Rs. 300 crores)
Accountability & Decision making:
- You accept responsibility for your own actions and decisions and demonstrate commitment to accomplishing work in an ethical, compliant, and efficient manner for the benefit of your clients and the company
- Strong analytical, data analysis skill
Expertise & Learning Agility:
- You are open to new ways of thinking and committed to acquiring new skills to retain a competitive advantage
- You thrive in a dynamic, fluid, and unstructured environment because you are a self- starter who is eager to learn, grow and build something great together. You employ a thoughtful process of analyzing data and problem solving to reach well-reasoned solutions
- You are conscientious with the consistency and quality of deliverables. You're adept at prioritization and project management with attentiveness to detail and consistent follow- through
- Strong collaboration, communication, and creative thinking skills
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Posted By
Posted in
Banking & Finance
Job Code
1236049