COMPANY BACKGROUND - BEQUEST GROUP

Bequest is a DIFC-based, DFSA- and FSC-regulated wealth and asset management firm providing tailored Wealth Management, Family Office, and Corporate Advisory services. Our mission is to deliver innovative and customised financial solutions that address the unique needs of our clients across geographies.

We partner with Ultra-High-Net-Worth Individuals, Family Offices, and Institutions to provide:

- Private Banking & Investment Advisory - bespoke portfolio construction across asset classes.

- Wealth Planning - estate planning, philanthropy, and succession planning.

- Multi-Custody & Multi-Bank Aggregation - seamless oversight across banking relationships.

- Arranging Credit - strategic solutions for liquidity and leverage.

With offices in Dubai, Mauritius, Singapore and Mumbai, Bequest combines global reach with boutique agility, guided by trust, integrity, and legacy-building for every client.

POSITION SPECIFICATION:

Company: Bequest Group

Position: Relationship Manager - Asset Management

Location: Mumbai, India

Reporting Structure: Founder & CEO

Industry: Financial Services

Role Overview:

This role needs someone to drive client acquisition and business growth for the India arm of a Dubai-based asset management company by developing strong institutional and HNI relationships. The role will focus on offering tailored investment and custody solutions, ensuring regulatory compliance, and acting as a trusted advisor to clients on their asset management and custody requirements.

This role offers a unique opportunity to collaborate with international partners across Dubai, Mauritius, and other financial hubs, while working directly with the founding team on high-impact strategic initiatives.

Key Responsibilities:

Client Acquisition & Relationship Management:

- Identify, target, and acquire new clients including family offices, HNIs, institutions, and intermediaries.

- Build and nurture long-term client relationships to deepen wallet share and client retention.

Business Development:

- Promote and position the firm's investment and custody solutions across target segments.

- Develop customized proposals and presentations aligned with client needs and objectives.

Advisory & Solutioning:

- Understand client portfolios, investment needs, and risk appetite to recommend suitable asset management or custody solutions.

- Collaborate with internal teams to deliver integrated client solutions.

Regulatory & Compliance:

- Maintain sound understanding of SEBI, RBI, and cross-border regulatory frameworks impacting asset management and custody businesses.

- Ensure all sales activities adhere to internal and external compliance standards.

Market Intelligence:

- Track industry trends, competitor activity, and regulatory developments to identify opportunities and risks.

- Provide feedback to HQ for product development and market strategy.

Skills & Attributes:

- Strong knowledge of custody, fund administration, and asset management products.

- Proven track record in client acquisition and institutional relationship management.

- Excellent communication and presentation skills with the ability to engage senior stakeholders.

- Sound understanding of regulatory and operational frameworks in financial services.

- High level of integrity, commercial acumen, and entrepreneurial mindset.

Education & Experience:

- Graduate / Postgraduate in Finance, Economics, or Business Administration.

- MBA / CFA / CA preferred.

- Minimum 5 years of experience in custody sales, asset management, or institutional business development.

- Exposure to cross-border investment products and regulatory frameworks (India - UAE corridor preferred).

The Opportunity at Bequest:

At Bequest, this role goes beyond client servicing - it is a chance to shape the future of a global wealth platform. You will work at the heart of cross-border finance, gaining rare exposure to private banking, fund structuring, and institutional partnerships, while being mentored directly by seasoned founders.

What This Role Offers You:

- A front-row seat to the growth of a DIFC-regulated global wealth platform.

- Opportunity to work alongside visionary founders and senior leaders, influencing strategy and execution.

- International exposure through partnerships with Dubai, Mauritius, and other financial hubs.

- A chance to thrive in a flat, entrepreneurial setup where your ideas and ownership create real impact.

Your Career Growth Path:

This is a career accelerator. Bequest empowers you to grow from execution to leadership by:

- Building global networks with private bankers, fund managers, and institutional partners.

- Developing expertise across client servicing, fund operations, and wealth structuring.

- Progressing in a platform that values merit, agility, and innovation.