Role Overview: We are seeking a high-caliber Investment Counsellor to lead and manage relationships with Ultra High Net Worth Individuals (UHNIs), Family Offices, and Private Wealth Platforms. This role is central to driving high-ticket fund raising across our real estate and alternative investment products. The ideal candidate should be deeply embedded within the wealth ecosystem, with a demonstrable ability to unlock capital through trusted relationships, strategic engagement, and solution-oriented advisory. Key Responsibilities: Investor Relationship Management: - Own and grow a network of UHNIs, Family Offices, and Single/Multi-Family Advisory Platforms. - Leverage existing relationships to drive capital commitments across flagship funds and structured products. - Cultivate long-term, trust-based investor relationships with deep understanding of client investment goals and risk appetite. Fund Raise Execution: - Lead end-to-end fundraising lifecycle: origination, pitch and closure Sales & Advisory: - Act as a strategic investment advisor-understand client goals, risk appetite, and investment timelines to align them with products- AIFs, structured products, and bespoke strategies offered by Integrow. - Simplify complex investment structures for clients and offer well-informed, research-backed advice to drive decision-making. - Identify opportunities for cross-selling across our product suite to enhance client portfolios and wallet share. New Business Development: - Actively participate in curated industry events, seminars, exhibitions, and private networking forums to build visibility and pipeline. - Maintain a pulse on the market to identify emerging UHNI needs and tailor outreach accordingly. Strategic Engagement: - Represent the platform in curated investor events, roundtables, webinars, and one-on-one engagements. - Collaborate with wealth advisors and relationship managers at third-party wealth platforms Client Servicing & Retention: - Act as a single point of contact for investor queries, investment performance communication, and relationship reviews Candidates with: Proven Track Record: 7-10 years in Private Wealth, Family Office advisory, or Capital Markets. Networked: A warm book of active UHNI/Family Office relationships with deployment appetite in alternates or real assets. Client-First Mindset: High emotional intelligence, a solution-selling approach, and the ability to think from the investor's lens. Technically Sound: Familiarity with AIFs, RE funds, structured credit, and tax/regulatory frameworks. High Ownership: Ability to work independently, manage ambiguity, and own outcomes. Strategic Thinker: Brings insights from macro investing trends, wealth structuring

Mumbai

Investment Counsellor - Family Offices & UHNI Relationship Management 

Job Description for Investment Counsellor - Family Offices & UHNI Relationship Management  in WEN WOMENTECH PRIVATE LIMITED  in  Mumbai for (7-10) years of experience. Apply Now!