Relationship Manager – Family Office & UHNI

15 years

0 Lacs

Posted:1 week ago| Platform: Linkedin logo

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Job Type

Full Time

Job Description

Job Title:

Company:

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About Us:

Integrow AMC is a leading player in the asset management industry, specializing in managed real estate investment strategies. With a proven track record of success and a commitment to delivering sustainable alpha to our clients, we are poised for rapid growth and expansion.


Role Overview

consulting/project basis

gravitas

trusted counsel


Key Responsibilities

1. Strategic Relationship Origination

  • Identify, connect with, and build enduring relationships with high-potential Family Offices, UHNIs, and institutional capital providers.
  • Build credibility and resonance through thoughtful, insight-driven conversations — not product pushing.
  • Position Integrow as the preferred partner for bespoke alternative investments in Indian real estate.

2. Client Understanding & Relationship Deepening

  • Decode investor personalities — including risk appetite, family dynamics, generational goals, and portfolio preferences.
  • Present Integrow’s product suite (credit, equity, structured capital) through a lens of 

    outcomes

    stewardship

    , and 

    customised solutions

    .
  • Convert strategic interest into actionable mandates — both through pooled vehicles (AIFs) and exclusive structures.
  • Drive deeper wallet share from existing networks through relationship consistency and value delivery.

3. Internal Alignment & Strategy Feedback

  • Liaise with investment/product teams to ensure high-touch delivery aligned with client expectations.
  • Act as a voice of the market — bringing in insights on investor sentiment, product gaps, and competitor movement to shape internal strategy.


Ideal Consultant Profile

Experience

  • 10–15 years in client-facing roles across alternative investments, private banking, luxury services, institutional capital, or ultra-HNI engagement (concierge, family office advisor, etc.).
  • Direct access to 25–50 high-quality Family Offices, UHNIs, or Institutional investors, with a demonstrable history of converting relationships into capital mandates.
  • Experience navigating high-stakes investor dialogues — including investment committees, family charters, and multi-advisor coordination.


Attributes

  • Executive Presence:

     Articulate, polished, and confident in elite investor settings
  • Relationship Intelligence:

     Ability to pick up on subtle cues, build trust, and stay relevant
  • Discretion & Empathy:

     Trusted confidant who respects the privacy and complexity of private wealth
  • Investor Fluency:

     Conversant in capital structures, asset allocation logic, return strategies, and risk frameworks
  • Customisation Mindset:

     Rejects one-size-fits-all thinking; thrives on tailored solutions

Educational Background

  • MBA / CFA / Postgraduate degree from a Tier-1 institution preferred
  • Additional exposure to global capital markets, behavioral finance, psychology, or diplomacy is a plus


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