Business Development Manager

About the Role

The Business Development Manager will be a pivotal player in the firm's expansion strategy. The role involves building a portfolio of HNW/UHNW clients by providing bespoke investment advisory and solutions. The position offers significant autonomy, direct impact on business growth, and the opportunity to work with a sophisticated product suite in a meritocratic culture.

Key Responsibilities

• Develop and execute a strategic plan for acquiring and nurturing relationships with HNW/UHNW individuals and families.
• Provide expert advisory on Aequitas s proprietary range of investment products and strategies, suitable for UHNIs / Family offices.
• Collaborate with the investment team to understand investment strategy to present to investors.
• Maintain a deep understanding of market trends and economic factors to offer proactive, value-added advice.
• Achieve and exceed agreed-upon targets for client engagement AUM is an outcome of the discussions and not the target.

The Ideal Candidate Profile

Academic Excellence:

• MBA from a

  Tier-1 / Premier B-School

  (e.g., IIMs, ISB, XLRI).
• Undergraduate degree in Engineering or Commerce from a leading institution.

• Relevant Experience (5-7 years):

• A consistent track record in a client-facing, revenue-generating role within the wealth management/private banking sector of a top-tier institution.

Personal Attributes:

• Exceptional Presentation:

  Polished, articulate, and confident with a presence that resonates with an UHNWI clientele.

• Intellectual Sharpness:

  A keen, demonstrable interest in financial markets and a passion for continuous learning.

• Strategic Mindset:

  Analytical, proactive, and capable of thinking strategically about client needs and business growth.

• Strong Value System:

  Impeccable integrity and an excellent family background, aligning with the firm's culture.

What s on Offer

• A high-impact role in an industry leading PMS / AIF house with an entrepreneurial culture.
• Direct access to a sophisticated product suite and a discerning clientele.
• A performance-driven, industry-leading compensation package.
• A platform for significant professional growth and visibility.