HamburgerMenu
iimjobs
Job Views:  
331
Applications:  99
Recruiter Actions:  10

Job Code

1700196

Manager - Investor Relation & Marketing - Wealth Management/Private Banking

4S Advisory.10 - 20 yrs.Mumbai
Posted 2 months ago
Posted 2 months ago

Key Responsibilities:

Investor Relationship Management:

- Nurture and manage long-term relationships with existing family office investors.

- Act as a trusted point of contact for ongoing communication, updates, and investment support.

Investor Acquisition & Marketing:

- Identify and approach new family offices and UHNWIs to join our investor base.

- Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking.

Strategic Communication:

- Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy.

Event Management:

- Plan and coordinate investor meetings, roundtables, and private events tailored to family office investors.

Market Intelligence:

- Stay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy.

Qualifications & Skills:

- 10+ years of experience in wealth management, private banking, or working with family offices.

- Strong network within the family office and HNI/UHNI investor ecosystem.

- Proven ability to build trust and long-term relationships with sophisticated investors.

- Excellent interpersonal, communication, and presentation skills.

- Self-starter with a strategic mindset and execution-driven approach

Didn’t find the job appropriate? Report this Job

Similar jobs that you might be interested in
Job Views:  
331
Applications:  99
Recruiter Actions:  10

Job Code

1700196

Loading chat...