Syndication Wealth Manager (CFA LEVEL 3)

Globelance; Mumbai; On-site; INR 1,800,000 - 3,000,000; Full time

Job summary

Globelance in Mumbai is seeking a proactive Wealth Manager to manage a personal book of 100 mid-HNW investors and lead fundraising deals, including IPOs and Pre-IPOs. You will build relationships, pitch opportunities, and close deals while maintaining regular communication with clients and coordinating group briefings.

The role demands strong networking and a proven track record in wealth management. Join a dynamic fintech team focused on sophisticated investment opportunities, with a clear path

Qualifications

• Proven experience in wealth management or investment banking.
• Strong track record of building and managing client relationships with a focus on high-net-worth individuals.
• Excellent communication and presentation skills, with ability to simplify complex financial concepts.
• Ability to work independently and meet deadlines in a fast-paced environment.
• Proactive networking to identify and pursue potential investors.

Responsibilities

• Meet with 25 investors per month in person to build relationships.
• Lead and pitch fundraising deals, including IPOs, Pre-IPOs, and other transactions.
• Prepare and send one-page deal summaries within 3 working days of each mandate briefing.
• Maintain follow-up every 3 days with interested investors until subscription is signed.
• Host small group fundraising briefings (8–15 people) for each deal, including a Q&A.
• Personally call every invested client on listing day to provide updates and seek referrals.

Skills

Wealth management

Investor relations

Fundraising

Communication

Networking

Job description

Syndication Wealth Manager

Location:

Mumbai

Experience Required:

3-5 Years

Salary Range:

Up to ₹30 Lakh per annum

About Us:

We are an innovative Fintech company dedicated to providing exceptional investment opportunities for our clients. We are looking for a proactive and results-driven Wealth Manager to join our team and help us build meaningful relationships with mid-high net worth (HNW) individual investors.

Role Overview:

As a Wealth Manager, you will be responsible for building and managing a personal book of 100 mid-HNW individual investors. You will lead and pitch fundraising deals, including IPOs, Pre-IPOs, and other primary or secondary fundraising transactions. Your ability to communicate clearly and effectively will be key to closing deals and fostering strong relationships.

Key Responsibilities:

• Investor Engagement: Meet with 25 investors per month in person to build relationships and understand their investment needs.
• Deal Management: Lead and pitch fundraising deals, ensuring clear and compelling communication that resonates with business owners and doctors.
• Documentation: Prepare and send one-page deal summaries within 3 working days of every new mandate briefing.
• Follow-Up: Maintain consistent follow-up every 3 days with interested investors until subscription is signed and payment is received.
• Group Briefings: Host small group fundraising briefing sessions (8 to 15 people) for each deal, lasting 30 minutes, including a Q&A segment.
• Client Relations: Personally call every invested client on listing day to provide updates and ask for referrals after successful exits.

Qualifications:

• Proven experience in wealth management, investment banking, or a related field.
• Strong track record of building and managing client relationships, with the focus on high-net-worth individuals.
• Excellent communication and presentation skills, with the ability to simplify complex financial concepts.
• Ability to work independently and meet deadlines in a fast-paced environment.
• Strong networking skills with a proactive approach to identifying and pursuing potential investors.

Why Join Us?

• Competitive salary with performance-based incentives.
• Opportunity to work in a dynamic and growing Fintech environment.
• Build a personal brand and network within the investment community.
• Access to continuous professional development and training.