Syndication Wealth Manager (CFA Level 3)
Mumbai, Maharashtra, India · Full Time
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- Experience
- 3–5 yrs
- Salary
- INR 3,000,000 / year
- Openings
- 1
- Posted
- 1 வாரம் முன்
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
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Job description
About the Company
We are a pioneering Fintech organization devoted to delivering outstanding investment opportunities to our clientele. We are on the lookout for an energetic and goal-oriented Wealth Manager to strengthen our team and cultivate lasting partnerships with mid to high net-worth individual investors.
Role Overview
This role involves managing a personal portfolio of over 100 mid to high net-worth individual investors. Responsibilities include leading fundraising initiatives such as IPOs and pre-IPOs, along with other primary and secondary fundraising transactions. Effective and clear communication will be essential for successfully closing deals and nurturing investor relationships.
Key Responsibilities
- Engage with at least 25 investors monthly in person to understand their investment preferences and build strong rapport.
- Lead fundraising activities by presenting and pitching deals tailored to business owners and medical professionals.
- Prepare concise, one-page deal summaries within three working days after receiving new mandates.
- Maintain regular follow-ups every three days with potential investors until subscriptions and payments are finalized.
- Conduct group fundraising briefings for small audiences of 8 to 15 participants, including a 30-minute session with a question-and-answer segment.
- Call every investor on the day their investment is listed to provide updates and seek referrals following successful exits.
Qualifications and Requirements
- Three to five years of proven experience in wealth management, investment banking, or similar sectors.
- Demonstrated success in developing and managing relationships with high-net-worth clients.
- Exceptional communication and presentation capabilities, able to convey complex financial information in simple terms.
- Ability to work autonomously and meet deadlines within a fast-paced environment.
- Strong networking aptitude paired with a proactive strategy for attracting potential investors.
Why Join Us?
- Competitive remuneration up to ₹30,00,000 per year, inclusive of performance-based incentives.
- Opportunity to work in a dynamic and expanding Fintech setting.
- Chance to develop a personal brand and expand a professional investment network.
- Access to ongoing professional development programs and training.