Wealth Head - Bank

Description:

Our client is a highly regarded boutique investment platform working closely with family offices, institutional investors, and sophisticated pools of capital. The firm has built strong credibility in curating differentiated investment opportunities across public and private markets.

As the platform continues to deepen its engagement with sophisticated investors, they are looking to onboard a high-calibre Wealth Specialist who can play a pivotal role in building and institutionalising relationships with family offices and institutional investors.

This role is designed for someone who enjoys operating at the intersection of relationships, capital, and investment ideas.

The incoming professional will work closely with the leadership team to:

- Develop and deepen relationships with leading family offices and institutional investors across India

- Engage investors around high-quality investment opportunities across private markets, funds, and structured opportunities

- Play a key role in capital formation and investor engagement for curated investment opportunities

- Expand the firms investor ecosystem and strategic partnerships

- Serve as a trusted interface between sophisticated investors and the firms investment platform

The role offers the opportunity to operate in a high-trust environment with direct exposure to investors, founders, and investment managers.

The Ideal Profile:

We are keen to speak with professionals who bring:

- Tier 1 Pedigree folks with 10-15 years of experience in wealth management, private banking, institutional investor coverage, or capital raising

- Strong relationships with family offices, UHNI investors, or institutional allocators

- A solid understanding of capital markets, alternative investments, and fund structures

- A credible presence with sophisticated investors and the ability to articulate investment opportunities effectively

Candidates currently working with leading private banks, wealth platforms, investment funds, or family office advisory firms would be particularly relevant.

What Makes This Role Interesting:

- Opportunity to work with some of the most sophisticated investors in the ecosystem

- Exposure to curated private market opportunities and investment platforms

- A chance to help shape investor relationships at a growing boutique platform

- High entrepreneurial ownership and leadership visibility