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 as On-boarding & Servicing Associate.
In this role, you will
- Interact with the countrys top 5% of the ultra-rich/ UHNI user base.
- Actively network, pitch, and showcase the firms investment track record and new investment offerings to prospective investors to drive growth.
- Assist in completing KYC documentation and other investment-related documents, guiding investors from on-boarding to completing their investments.
- Coordinate with legal, financial, and other partners, as well as clients, to ensure quick fund mobilization and transaction closure.
- Maintain and update all investor conversations and service updates on the CRM.
- Serve as the primary customer touch point.
- Build a hyper-growth business while working directly with the core team
- Launch investment related campaigns from time to time
You should have
- 2+ 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
