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Wealth manager

Company

UNLOCK BUSINESS CONSULTING

Location

gurugram, haryana

Type

Full-time

The Wealth Manager will be responsible for driving capital raising initiatives for the AIF platform by acquiring and managing relationships with HNI/UHNI investors, Family Offices, Wealth Management Firms, Private Banks, Independent Financial Advisors (IFAs), and Institutional Investors. The role requires strong relationship-building skills, investment advisory capabilities, and a proven track record in financial product distribution.

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## Key Responsibilities

### Fund Raising & Investor Acquisition

Drive fundraising for Alternative Investment Funds (AIFs) and other investment products offered by the platform. Source investments from HNIs, UHNIs, Family Offices, Corporate Treasuries, and Institutional Investors. Generate and maintain a robust investor pipeline through networking, referrals, and market outreach. Achieve monthly, quarterly, and annual fundraising targets.

### Relationship Management

Build and maintain long-term relationships...

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