Relationship Manager - Family Office

Alpha Alternatives; Delhi; On-site; INR 1,500,000 - 2,100,000; Full time

Job summary

Alpha Alternatives in Delhi seeks a Senior Wealth Advisor to build and manage relationships with UHNI clients, family offices and corporates, tailoring investment solutions to objectives and risk appetite.

You will prepare client-specific presentations, investment proposals and pitch-books, organize roadshows, and ensure onboarding, KYC/AML compliance and ongoing account reviews.

Qualifications

• MBA in Finance or CA qualification.
• 3+ years in wealth management / corporate banking / asset management.
• Proven sales experience in client relationship roles.

Responsibilities

• Build and manage relationships with UHNI clients, family offices and corporates.
• Understand investment objectives, risk appetite and asset allocation needs.
• Prepare client-specific presentations, investment proposals and pitch-books.
• Organise roadshows and client events.
• Ensure onboarding, KYC/AML compliance and account reviews.

Skills

Relationship management

Client needs assessment

Investment proposals

Presentation skills

Education

MBA in Finance

Chartered Accountant

Job description

• Build and manage relationships with UHNI's in designated location including family offices and Corporates
• Understand client's investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.
• Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.
• Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.
• Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).

Qualifications & Experience

• MBA in Finance or a Chartered Accountant
• Professional with a proven track record, with >3 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMC
• Proven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management space