Private Wealth Management Specialist

Job Title: Private Wealth Management Expert Fund Raise

Company: Integrow AMC

Location: BKC, Mumbai

Number of openings 2

Designation Manager /AVP

About Us:

Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering sustainable alpha to our clients, we are poised for rapid growth and expansion.

Job Description:

We are seeking highly skilled and experienced Private Wealth Management Experts to join our team as a Fund Raise Specialist. In this role, you will be responsible for leveraging your expertise in wealth management and your extensive network of high-net-worth individuals to drive our fund raise efforts from direct investors.

Key Responsibilities:

Utilize your existing network & relationships and create a new pool of High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs), Single Family Offices (SFOs), and Multi Family Offices (MFOs) as prospective investors.

Raise funds in accordance with the companys Annual Operating Plan (AOP), with specific focus on direct investors.

Provide expert advice and guidance to direct investors on our investment products and services with the objective to secure commitments.

Stay updated on industry trends, market conditions, and investor preferences to inform fund raise strategies.

Ensure compliance with regulatory requirements and company policies throughout the fund raise process.

Requirements:

MBA/PG diploma in Finance, Business Administration, or a related field.

Minimum of 5 years of experience in private wealth management, preferably in a wealth management company.

Proven track record of success in raising funds from direct investors, with a strong network of high-net-worth individuals.

Deep understanding of investment products and services, as well as financial markets.

Excellent communication, negotiation, and interpersonal skills.

Strong analytical and problem-solving abilities.

Ability to work independently and collaboratively in a fast-paced environment.

Why Join Us:

Opportunity to play a key role in driving the growth and success of a leading asset management company.

Competitive salary and performance-based incentives.

Dynamic and collaborative work environment with opportunities for professional development and advancement.

If you are a seasoned private wealth management professional with a passion for driving fund raise efforts and a desire to make a significant impact, we invite you to join our team and be part of our journey to success.