Relationship Manager - Family Office
Alpha Alternatives · Delhi
- Experience3–4 yrs
- SalaryNot disclosed
- Work modeonsite
- Levelmid
- Posted11 Sept 2026
About Alpha Alternatives
Alpha Alternatives is hiring in Delhi in financial services. This role looks for around 3+ years of experience.
Skills
- asset allocation
- investment solutions
- KYC/AML compliance
- client relationship management
- wealth management
- sales
- fixed-income markets
- market intelligence
- SEBI regulations
- IRDAI regulations
- PFRDA regulations
The role
A wealth manager at an investment firm serving family offices and corporate clients develops client relationships and recommends asset allocation, investment solutions, and fixed-income strategies. The role applies KYC/AML compliance and market intelligence to client servicing and investment proposals.
Full job description
Key ResponsibilitiesBuild and manage relationships with UHNI's in designated location including family offices and CorporatesUnderstand client’s investment objectives, risk appetite & asset allocation needs and recommend appropriate investment solutions.Work closely with Product and Fund Management teams to prepare client-specific presentations, investment proposals, pitch-books, and organise roadshows.Ensure high standards of client servicing and support: Onboarding, KYC/AML compliance, documentation, account reviews etc.Market Intelligence & Analysis: Remain updated on the Fixed Income market dynamics, monitor market trends, competitor offerings and regulatory changes (especially from SEBI, IRDAI, PFRDA).Qualifications & ExperienceMBA in Finance or a Chartered AccountantProfessional with a proven track record, with >3 years of relevant experience having worked with Wealth Management firms / Corporate Banking role with leading Banks, AMCProven sales experience in client relationship role within the wealth management/Corporate Banking/Asset management space