Private Wealth Associate- AIF

2 - 6 years

0 Lacs

Posted:2 months ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

As a Private Wealth Associate-AIF at Getfive Assets Advisors Pvt Ltd., your role will involve establishing and maintaining relationships with wealth management firms, intermediaries, Ultra HNI, HNI, family offices, and corporate offices for investment in the fund. You will be responsible for presenting various reports to investors, potential investors, and intermediaries, as well as ensuring the closure of the fund within specified timelines. Communication with investors for subscriptions and redemptions, participation in roadshows, webinars, and client events to enhance brand visibility and investor interest are also key aspects of the role. Reporting directly to the Managing Director/Fund Manager, your qualifications should include a compulsory post-graduation (MBA in Finance from a Tier-1 college/CA) and a minimum of 2 years of relevant experience in the field. You should have a strong network and relationships with wealth management firms, family offices, Ultra HNI, HNI, and intermediaries. Proficiency in relationship management, follow-up, networking, and the ability to work collaboratively in a fast-paced environment are essential for success in this role. To excel in this position, you should embody Getfive's core values of Ownership, Efficiency, Collaboration, and Relationship-building. A proactive, solutions-oriented approach to challenges, the ability to thrive in collaborative environments, and transforming obstacles into opportunities through creative problem-solving are qualities that set you apart as an ideal candidate. If you meet the qualifications and share the values of Getfive Advisors, please apply by filling out the form at https://forms.gle/Lyjhr56JwZtRatPV7, sending your resume to hr@getfive.in, and visiting www.getfive.in to learn more about us. Shortlisted candidates will be contacted by our HR team for further discussions. Getfive Advisors is an equal opportunity employer committed to fostering a diverse and inclusive workplace.,

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