Senior Role - Wealth Management - Family Office Investors

Description:

Job Title: Senior Wealth Management Professional Family Office Investors.

Location: Mumbai, Lower Parel.

Experience: 10 years in Wealth Management, Private Banking, or Family Office Services.

About Us:

- We are proud to have built a strong network of over 30 family office investors.

- As we continue to grow, we are seeking a seasoned professional to strengthen relationships with our existing investors and drive new investor acquisition, focusing on family offices and ultra-high-net-worth individuals (UHNWIs).

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.