•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
Key Responsibilities (KRAs):● Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms, investment bankers, and AIF Cat-II fund managers. Build relationships through trust,market insight, and value-driven conversations.● Real Estate Investment Advisory: Consult clients on Organization co-investment offerings, explaining structure, returns, exit planning, and the India Tier 2 growth story backed
Key Responsibilities (KRAs):● Investor Origination & Outreach: Identify, approach, and pitch to HNI/UHNI investors, family offices, wealth firms, investment bankers, and AIF Cat-II fund managers. Build relationships through trust,market insight, and value-driven conversations.● Real Estate Investment Advisory: Consult clients on Organization co-investment offerings, explaining structure, returns, exit planning, and the India Tier 2 growth story backed
Digital Asset Management & Licensing SpecialistSummaryThe Digital Asset Management & Licensing Specialist will be a critical contributor to the asset supply chain, ensuring the timely, compliant, and efficient acquisition, ingestion, and cataloging of Royalty-Free (RF) media and internally-created intellectual property. This role owns the RF procurement process, is the primary steward of metadata and asset integrity within the DAM system (HIP), and
Digital Asset Management & Licensing SpecialistSummaryThe Digital Asset Management & Licensing Specialist will be a critical contributor to the asset supply chain, ensuring the timely, compliant, and efficient acquisition, ingestion, and cataloging of Royalty-Free (RF) media and internally-created intellectual property. This role owns the RF procurement process, is the primary steward of metadata and asset integrity within the DAM system (HIP), and
The role would involve providing support to Investment Banking, Private Equity, Venture Capital, andFamily Office clients (global) for their mandates and research requirements. The opportunity isideal for professionals with experience in investment banking, M&A advisory andprivate equity support and are interested in being a part of our growing investment banking practice.• Story boarding and workshopping of marketing collaterals such as, but not limited
The role would involve providing support to Investment Banking, Private Equity, Venture Capital, andFamily Office clients (global) for their mandates and research requirements. The opportunity isideal for professionals with experience in investment banking, M&A advisory andprivate equity support and are interested in being a part of our growing investment banking practice.• Story boarding and workshopping of marketing collaterals such as, but not limited
let similar jobs come to you
we will keep you updated when we have similar job postings.