Capital Raising & UHNI Relationship Leader - IIM/FMS/MDI/XLRI/CA

Were Hiring | Capital Raising & UHNI Relationship Leader

Locations: Mumbai | Delhi | Bangalore

Experience: 10+ Years | MBA (Top B-Schools) / CA preferred

An established and fast-growing multi-asset investment platform with over $2.5Bn in AUM is looking for a senior leader to drive capital raising and manage UHNI & corporate relationships across India. This is a strategic role that combines high-touch relationship management with deep financial expertise.

Key Responsibilities:

Relationship Management

- Deliver personalized, advisory-led solutions tailored to client goals.

Investment Advisory & Portfolio Management

- Design, review, and optimize bespoke investment portfolios.

- Understand diverse asset classes, market dynamics, and client risk profiles.

Business Development & Capital Raising

- Identify and convert opportunities through strategic networking and referrals.

- Drive cross-sell across investment offerings.

Internal Collaboration

- Work closely with fund managers, product experts, and service teams to deliver seamless client experiences.

What Were Looking For:

- 10+ years of experience in Wealth/Asset Management or Corporate Banking.

- Strong network among UHNIs, family offices, and key decision-makers.

- Deep understanding of investment products and alternative asset classes.

- Strategic thinker with entrepreneurial drive and high ownership.

- Excellent communication, presentation, and advisory skills.

Ready to lead growth at scale and build high-impact client partnerships?