Talent.com
Client Portfolio Manager
Client Portfolio ManagerPlusWealth Capital Management LLP • Noida, Republic Of India, IN
Client Portfolio Manager

Client Portfolio Manager

PlusWealth Capital Management LLP • Noida, Republic Of India, IN
8 hours ago
Job description

Job Description for Relationship Manager

Job Location – Max Tower, Noida

About Us

PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equities, options, and futures. We thrive on building cutting edge, data-driven, and tech-based trading algorithms. As a dynamic, machine-learning oriented trading platform, we embody the ethos of THINK. TECH. TRADE. We have successfully managed an AIF for the last 3 years and, with the recent launch of our PMS, we are further expanding our presence within the AMC space.

If you share our vision, we’d love to have you onboard.

Role Overview

We are looking for a highly driven Relationship Manager – PMS & AIF to join our Noida office. The role focuses on expanding our investor base across HNIs, UHNIs, and Family Offices, and raising AUM for our PMS & AIF products.

As part of our asset-management vertical, you will collaborate closely with the Trading, Compliance, Finance, and Risk Management teams (Noida HQ) and support strategic fundraising initiatives.

Responsibilities

Investor Acquisition & Relationship Management

  • Build and nurture strong relationships with HNIs, UHNIs, NRIs, and Family Offices.
  • Act as the primary point of contact for investors, offering product insights and periodic portfolio updates.
  • Manage long-term investor engagement to drive continuous AUM growth.

AUM Raising & Product Pitching

  • Drive fundraising for PMS & AIF strategies with a strong focus on performance-led positioning.
  • Showcase a strong understanding of MF / PMS / AIF offerings with prior AUM-raising experience.

    • Compliance & Process Coordination

  • Work closely with the Noida office’s Compliance & Risk teams to ensure adherence to regulatory guidelines.
  • Maintain accurate documentation, onboarding forms, and investor communication logs.

    • Qualifications

  • 3–8 years of experience in PMS / AIF / Wealth Management / Private Banking.
  • Strong personal network of HNIs, Family Offices, Wealth Managers, IFAs.
  • Proven and demonstrable track record in AUM raising (mandatory).
  • Excellent communication, presentation, and relationship-building skills.
  • Strong understanding of capital markets, PMS / AIF structures, and product regulations.

    • Benefits & Perks :

  • Competitive compensation and performance-based bonuses.
  • Flat organizational structure with high ownership and visibility.
  • Medical insurance – we've got you and your dependents covered.
  • Catered meals / snacks for 5 working days in office.
  • Generous paid time off policies.

    • Pluswealth Capital Management is an equal opportunity employer

    Create a job alert for this search

    Portfolio Manager • Noida, Republic Of India, IN