Investing is hard. Investing globally is even harder, especially if it includes investing in both private equity space as well as public markets. At Magic Capital, we make it easy for the ultra rich accredited investors to create a portfolio of domestic & global investments. We are looking for a dynamic business executive to join our core team asOnboarding & Servicing Associate.
In this role, you will
- Will be interacting with the country's top 5% of the ultra rich/UHNI user base
- Actively network, pitch and showcase firm's investment track record & new investment offerings to prospective investors to grow
- Coordinating with legal, financial and other partners as well as clients to ensure quick fund mobilization & transaction closure
- Maintain and update all investor conversation and servicing updates on CRM
- Be our primary customer touchpoint.
- Build a hyper-growth business while working directly with the core team.
You should have
- 1+ years experience in financial services/wealth management.
- Exceptionally well spoken and written English
- At least some understanding of investment concepts stock markets, private equity etc.
- Exposure to High Net Worth Individuals.
* Knowledge/exposure to global financial markets will be an added plus
We value
- Extreme Ownership- Figure things out with minimal guidance.
- Accountability- Tell me what you're going to do, do it, and tell me when you've done it. (or at least tell me if you're stuck so I canhelpyou do it)
- Creativity- Don't reinvent the wheel, but, do inventsomething Ideas come from everywhere, and the business moves forward when people have good ideas!
If this is something that energizes you, drop in an application. And feel free to write to[Confidential Information]with any questions.
