Posted By
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345
345
Applications: 64
Recruiter Actions: 18
Posted in
Sales & Marketing
Job Code
1612547
Wealth Manager/Wealth Management Specialist - HNI/UHNI/Family Offices
Posted 2 months ago
Posted 2 months ago
We are seeking a dynamic and driven Wealth Management specialist at Delhi/NCR , Mumbai , Bangalore to join our team. The role involves driving investor acquisition, building relationships with HNIs, UHNIs, family offices, and professionals, and promoting our alternate investment opportunities.
Company Overview -
We are a pan-India network of angel investors, united by the vision of providing high-growth investment opportunities.
Role Overview -
We are seeking a dynamic and driven Wealth Management specialist at Delhi/NCR to join our team. The role involves driving investor acquisition, building relationships with HNIs, UHNIs, family offices, and professionals, and promoting our alternate investment opportunities.
Key Responsibilities
- Identify, connect, and onboard potential investors (angels, HNIs, UHNIs, family offices, and professionals).
- Drive sales of curated investment opportunities in startups, venture funds, and other alternate asset classes.
- Build and maintain long-term client relationships by understanding their investment goals and risk appetite.
- Collaborate with the investment team to present structured opportunities and conduct investor pitches.
- Achieve sales targets and contribute to the growth of the iAngels Wealth network.
- Stay updated on trends in startups, venture capital, private markets, and alternate investments.
Desired Skills & Qualifications
- 3-7 years of experience in wealth management, private banking, financial services, or alternate investments.
- Strong sales and networking skills with a track record of achieving targets.
- Excellent communication, presentation, and relationship-building skills.
- Understanding of startups, venture capital, or alternate asset classes is a plus.
- Self-motivated, entrepreneurial mindset with ability to work independently.
What We Offer
- Opportunity to work at the intersection of startups, investing, and wealth management.
- Access to curated alternate asset opportunities and deep exposure to the startup ecosystem.
- A collaborative, growth-oriented culture with room to shape your role.
- Competitive compensation with performance-based incentives.
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Posted By
Job Views:
345
345
Applications: 64
Recruiter Actions: 18
Posted in
Sales & Marketing
Job Code
1612547
