Private Wealth Associate- AIF

2 - 6 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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On-site

Job Type

Full Time

Job Description

You will be working as a Private Wealth Associate in Getfive Assets Advisors Pvt Ltd. (GAAPL), a SEBI registered CAT 1 fund and a merchant banking firm based in Mumbai & Ahmedabad. Your reporting manager will be the Managing Director/ Fund Manager. **Key Responsibilities:** - Establish and maintain relationships with wealth management firms and intermediaries for investment in the fund. - Establish and maintain relationships with Ultra HNI, HNI, Family offices, and corporate offices for investment in the fund. - Present various reports to the investors, potential investors, and intermediaries. - Ensure closure of the fund as per the timelines. - Communicate with investors for Subscriptions and Redemptions along with fund manager/fund analyst. - Participate in roadshows, webinars, and client events to drive brand visibility and investor interest. - Engage in any other related ancillary work. **Qualifications:** - Post-Graduation is compulsory (MBA in Finance from Tier-1 college/ CA). - Minimum 2 years of experience in a related field. - Strong relationships with wealth management firms, family offices, Ultra HNI, HNI, and intermediaries. - Proficient in relationship management, follow-up, and networking. - Ability to work collaboratively in a fast-paced environment. **What Sets You Apart:** - Embodies Getfive's core values: Ownership, Efficiency, Collaboration, and Relationship-building. - Brings a proactive, solutions-oriented approach to complex challenges. - Thrives in collaborative environments, building strong cross-functional relationships. - Transforms obstacles into opportunities through creative problem-solving. Please fill out the form [here](https://forms.gle/Lyjhr56JwZtRatPV7) and share your resume at hr@getfive.in & +91 85119 72448. Visit [www.getfive.in](www.getfive.in) to learn more about us. Shortlisted candidates will be contacted by our HR team for further discussion. Getfive Advisors is an equal opportunity employer committed to building a diverse and inclusive workplace.,

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