Capaegis - Principal RM/Wealth Manager/Real Estate Advisory - Family Offices/HNIs

About Capaegis:

Capaegis is a boutique investment banking firm providing mergers & acquisitions, capital raising and debt financing solutions to corporates in India. The firm is established by ex-wall street investment bankers and CFOs with global experience. The team has together closed transactions worth over $250 billion.

Job Title: Principal Relationship Manager / Wealth Manager / Real Estate Advisory - Family Offices / HNIs

Experience required: 2+ years

Job Location: Bangalore / Delhi / Mumbai

Qualification: Bachelors or MBA/ PGDM in Marketing

Preferred Industry: Banking / Broking / Insurance - Relationship/ Wealth Managers

Job Description:

- Build and maintain relationships with family offices, HNIs and investors

- Develop new relations through referencing & other sources including Private Bankers, CAs, Wealth Managers etc

- Generate new contacts via sales promotions, out-marketing calls and presentations

- Participate actively in sales strategy / planning to generate action plans for attaining desired goals

- Conduct market analysis to generate leads and maintain competitive awareness / provide market feedback

- Will be the Principal contact with the clients

Desired Candidate Profile:

- Candidate should have experience of managing / acquiring wealth & retail customers

- Experience selling Real Estate solutions to HNIs is a plus

- Having existing relationships with family office, HNIs and investors would be an added advantage

Should possess / be:

- Interpersonal relationship

- Passionate

- Self Motivated

- Good communication skills

- MBA from Tier I institute with 2+ yrs experience in Wealth Management

Compensation: No bar for right candidate