Vice President - Wealth Management

Vice President - Wealth Management Summary :

Steptrade Capital is seeking an experienced, and results-driven "VP - Wealth Management" to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor / investor networks, and expanding business footprints.

Key Responsibilities :

• Identify and approach potential investors including HNIs, UHNWIs, family offices, PE / VC firms, and institutional investors for both listed and unlisted fundraising mandates.
• Develop, maintain, and strengthen relationships with distribution partners including National Distributors, Independent Financial Advisors (IFAs), and Wealth Management firms.
• Drive AIF sales by empaneling new distribution partners and deepening wallet share with existing ones.
• Educate distributors on market trends, product offerings, regulatory changes, and competitive landscape.
• Communicate updates on fund performance, investment strategy, and market developments to existing investors and stakeholders.
• Develop and implement effective distribution and fundraising strategies aligned with business objectives.
• Build and execute strategies to expand business presence and increase market share for alternate investment Minimum 5 to 7 years of experience in Wealth Management, AIF distribution, Fundraising, Investor Relations, or Investment Banking.
• Proven track record in raising capital, managing HNI / institutional relationships, and growing AIF sales.
• Strong understanding of equity markets, capital markets, and private investments.
• MBA Marketing or Finance / PGDM in Finance, CFA, or equivalent financial certification.
• Experience working with boutique investment firms, family offices, or fund houses with AIF focus.

(ref : iimjobs.com)