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9 Valarr Jobs

Relationship Manager - UHNI & Family Office (3-12 yrs)

3-12 years

Relationship Manager - UHNI & Family Office (3-12 yrs)

Valarr

posted 6d ago

Job Description

Relationship Manager (UHNI & Family Office)

Qualifications :

- 3+ years of experience in fundraising, capital raising, or investment management, specifically targeting UHNI investors, family offices, or institutional capital.

- Strong network of UHNI clients, family offices, private wealth managers, and institutional investors.

- Deep understanding of alternative investments, structured finance, asset-backed investments, and receivables-based financing.

- Excellent negotiation, relationship management, and strategic thinking skills.

- Bachelor's degree in finance, business, economics, or a related field. MBA or CFA preferred.

Role :

- Lead the capital-raising strategy AIF, targeting UHNI investors, family offices, and institutional investors.

- Develop and maintain strong, long-term investor relationships, ensuring alignment between their investment goals and BetterInvest's offerings.

- Present tailored investment opportunities, demonstrating the value proposition of media and entertainment-focused AIFs.

- Act as a trusted advisor to investors, navigating complex investment discussions and structuring deals effectively.


Functional Areas: Other

Read full job description

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