Wealth Manager

Analah is a global investment platform specializing in Private Equity, Mutual Funds, PMS, AIF, Insurance, Real Estate products. We are seeking a Wealth Relationship Manager to manage relationships with distributors, family offices, and high-net-worth individuals (HNWIs) by providing personalized investment strategies.

Key Responsibilities
Relationship Management: Build and maintain strong relationships with B2B distributors, family offices, and HNW clients.
Products: Products comprising of Private Equity, Unlisted shares, Startup Investments , Mutual Funds, PMS, AIF , Insurance and Real Estate offerings
Portfolio Management: Monitor and adjust portfolios to align with client goals; conduct regular performance reviews.
Sales and Business Development: Expand client and broker relationships, network actively, and meet sales targets.
Compliance and Risk Management: Ensure regulatory compliance and assess investment risks.