Key Responsibilities:

Investor Relationship Management:
Nurture and manage long-term relationships with existing family office investors.
Act as a trusted point of contact for ongoing communication, updates, and investment support.

Investor Acquisition & Marketing:
Identify and approach current family offices and UHNWIs to join our investor base.
Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking.

Strategic Communication:
Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy.

Event Management:
Plan and coordinate investor meetings, roundtables, and private events tailored to family office investors.





Market Intelligence:
Stay updated on industry trends, family office dynamics, and competitive landscape to continuously refine the investor engagement strategy.

Qualifications & Skills:
10+ years of experience in wealth management, private banking, or working with family offices.
Solid network within the family office and HNI/UHNI investor ecosystem.
Proven ability to build trust and long-term relationships with sophisticated investors.
Excellent interpersonal, communication, and presentation skills.
Self-starter with a strategic mindset and execution-driven approach

📌 Manager Investor Relation & Marketing Wealth Management Maharashtra
🏢 4S Advisory
📍 Maharashtra