Posted by
Posted in
Sales & Marketing
Job Code
1691974

Leading Wealth Mgt and financial advisory firm requires Sr Manager - Events and Media relations -Mumbai( BKC)
One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management.
They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It has accumulated a wealth of tacit domain knowledge.
The client is a leading Treasury and Risk Management Advisory firm with over 20 years of expertise in foreign exchange, commodities, and structured treasury solutions for corporates and institutions.
As part of a diversified financial services group, it is also has a sister concern, a Multi-Family Office and Advisory firm that provides tailored investment and non-investment solutions to High-Net-Worth Individuals (HNIs), family offices, single-family businesses, and corporates.
We are looking out for Sr Manager- Events and Media relations for our client office in Mumbai at BKC- Mumbai
Role Overview:
Experience Required: Minimum 8+ years of experience in financial services, broking, wealth management, or TV media/PR with a strong events and networking focus in the field of financial services. Connections in this field are a must.
Office Timings: Monday to Friday (8:30am to 5:30pm) Only 2nd & 4th Saturdays are working (9 to 5 pm)
Role Overview:
- We are seeking a Senior Manager/AVP- Events and Media relations with minimum 10+years of relevant experience in wealth management, financial services, and financial media/PR. The candidate will be responsible for strengthening our industry presence,building high-level relationships with financial editors and TV anchors, and curating exclusive corporate access events, podcasts, and media engagements.
- The role also requires actively representing client at leading financial events, conferences, and media forums. Relevant experience in financial services and media is a mandatory requirement for this role. The focus will be to generate branding and business for the firm.
Key Responsibilities:
- Arrange speaking slots for Senior Leadership at various forums and events.
- Build and maintain relationships with financial journalists, TV anchors, editors, and event organizers.
- Conceptualize and execute breakfast meets , corporate access events, investor roundtables, and exclusive client interactions.
- Actively attend and represent at leading financial events, conferences, and media forums
- Arrange media visibility including TV interviews, podcasts, thought-leadership articles, and guest appearances for senior leadership
- Drive content initiatives including articles, whitepapers, and press releases for the client
- Organize CXO-level conferences, industry panels, and investor sessions in alignment with the firms strategic objectives
- Leverage personal networks to bring high-profile speakers, investors, and market leaders to client platforms and arrange podcasts and webinars
- Support branding and positioning as a thought leader in the wealth management and family office space.
- Managing a team of 1-2 people to ensure delivery across the above activities.
Qualifications & Experience:
- Minimum 8+ years of experience in financial services, broking, wealth management, or TV media/PR with a strong events and networking focus in the field of financial services.
- Connections in this field are a must.
- Proven track record in arranging and executing high-profile financial events
- Strong existing relationships with financial TV anchors, journalists, and editors
- Excellent networking and interpersonal skills with the ability to engage HNIs, industry leaders, and market influencers
- Experience in podcast guest curation, financial media articles, and panel/event moderation
- Outstanding communication skills (written and verbal) in English
- Ability to work independently and strategically while managing multiple stakeholders
What We Offer?
- Be part of a fast-growing brand with complete freedom to execute creative ideas and enjoy
- Opportunity to build a new brand from scratch leveraging our strong business relationships and the legacy of the client
- Freehand to explore innovative initiatives aimed at long-term brand creation and deep market positioning.
- Represent our next-generation wealth platform to external stakeholders, expand your personal network, and gain access to senior leadership, ultra-HNI, and family office clients.
- Become part of a dynamic, entrepreneurial environment that rewards ownership, creativity, and measurable impact
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Posted by
Posted in
Sales & Marketing
Job Code
1691974