Head – Investment – HNI/UHNI

Client of Linksuccess; Mumbai; On-site; INR 6,000,000 - 9,000,000; Full time

Job summary

A leading financial services firm in Mumbai is seeking an experienced Head of Investments to manage relationships with high-value clients and lead client acquisition efforts. The ideal candidate should have over 15 years of experience in asset management and a strong network of HNIs and corporate treasuries. This role offers an opportunity to work with digital asset products while staying abreast of market trends.

Qualifications

• 15+ years of extensive experience in AMC/PMS, fundraising, and business development.
• Deep understanding of asset management and investment relationships.
• Strong network with HNI/UHNI clients and corporate treasuries.

Responsibilities

• Lead acquisition of HNI/UHNI clients and introduce them to digital asset products.
• Execute fundraising strategies focusing on digital assets.
• Build long-term relationships with clients to ensure satisfaction.
• Build long-term relationships with investors, ensuring onboarding and portfolio management.
• Monitor global markets, especially digital assets, for investment opportunities.

Skills

Client Acquisition

Fundraising

Network Management

Market Expertise

Analytical Mindset

Education

IIM Alumina with a Finance Background

Job description

Head Of Investment (HNI/UHNI Client Handling, Business Development)

– We are seeking a dynamic and experienced Head of Investments to lead our client acquisition efforts and manage relationships with high-value clients.

– The ideal candidate will have a deep understanding and experience of Asset Management in AMCs/PMS etc., extensive fundraising experience, and a strong network of HNIs, UHNIs, Family Offices, and Corporate Treasuries.

Key Responsibilities:

Client Acquisition:

– Lead and drive the acquisition of HNI/UHNI clients, Family Offices, and Corporate Treasuries, introducing them to digital asset products.

Fundraising:

– Develop and execute fundraising strategies, focusing on digital assets, including Bitcoin ETFs and SMA offerings.

Investor Network:

– Leverage and expand a pre-existing network of HNI/UHNI investors and institutional clients to facilitate investment into company offerings.

Client Relationship Management:

– Build long-term relationships with investors, ensuring seamless onboarding, portfolio management, and client satisfaction.

Market Expertise:

– Stay abreast of global financial markets, especially in the digital asset space, to identify opportunities for client investments and portfolio diversification.

Digital Asset Exposure:

– While prior experience in digital assets is not mandatory, a deep interest in this growing asset class and willingness to learn is essential.

– Strong analytical mindset with the ability to understand market trends and guide investors toward appropriate products.

Preferred Qualifications:

Education: Preferably an IIM Alumina with a Finance Background.

Experience:

– 15+ years of extensive experience in AMC/PMS, fundraising, and managing investment relationships, Business Development.

Network:

– A strong network of HNI/UHNI clients, Family Offices, and Corporate Treasuries is critical for this role.

Proven Track Record:

– Demonstrated success in client acquisition and fundraising, especially in high-growth environments.