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0.0 - 4.0 years
0 Lacs
chennai, tamil nadu
On-site
As a Wealth Management Associate, your primary responsibility will be to support the Wealth Manager and clients with investment strategies and financial activities. You will be tasked with managing client relationships, addressing inquiries, and staying updated on market trends. The ideal candidate for this role will possess a strong knowledge of products, investments, and a good understanding of intricate financial data. Your success as a Wealth Management Associate will depend on your ability to build strong client rapport and demonstrate meticulous attention to detail. Responsibilities: - Conduct research on market trends and collaborate with the Wealth Manager to create investment plans....
Posted 4 weeks ago
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 coord...
Posted 1 month ago
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 coord...
Posted 4 months ago
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 coord...
Posted 4 months ago
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 coord...
Posted 6 months ago
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