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Relationship Manager Family Office Investors 4S Advisory's

10.0 - 20.0 years

30 - 45 Lacs

Mumbai

Work from Office

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.

Posted 1 day ago

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