Job Summary: The Assistant Vice President – Private Wealth Capital Raising will be responsible for building and scaling private wealth fundraising channels by developing relationships with wealth management platforms, private banks, small family offices, HNI/UHNI to mobilize capital for various real estate investment opportunities.This role will work closely with the Finance Head / Investments leadership and cross-functional teams (Investor Relations, Legal, Compliance, and CEO office) to structure, position, and execute fundraising across multiple products and structures such as asset backed investments, franchise investments, NCDs, CCDs and equity. The role is expected to lead high-value transactions and partner engagements through existing network and influence.This is a client-facing role requiring regular meetings, partner visits, and periodic investor events.Key Responsibilities:1. Fund RaisingLead end-to-end fund raising discussions with HNI & Ultra HNIs and small family officesSupport structuring, positioning and packaging of investment products across multiple products and structures such as asset backed investments, franchise investments, NCDs, CCDs and equityPartner with Legal/Compliance and investments team for seamless execution and documentation of fund raise transactions2. Wealth Platforms & Distribution PartnershipsBuild and manage relationships with wealth management platforms, private banks, and other non-institutional distribution partnersIdentify and onboard new platform partners, negotiate commercial terms and engagement modelsCreate and manage an active pipeline of platform opportunities, conversions, and ongoing partner performanceAct as a senior representative for the organization in partner and investor conversations, including complex deal discussions3. Investor Communication and Relationship ManagementOversee and manage consistent and transparent communication with current and prospective investors.Work with Investor Relations to support:Ongoing reporting packs and performance dashboards (monthly payout communication and updates)Response to investor and partner queries with clear, consistent informationPlan and execute investor relations events, including regular meetings, webinars, investor conferences, and one-on-one investor calls4. Portfolio & Market Intelligence & Competitive BenchmarkingConduct in-depth analysis and profiling of the investor base to understand key investor demographics and behaviourTrack competitor fundraising practices and product structures in:Alternative investments / real estate yield productsPrivate wealth distribution modelsProvide insights to leadership on market terms, pricing, structures, and platform expectations to improve product-market fitQualifications and Skills:Education: MBA / CFA (preferred); Strong candidates from private wealth/alternatives distribution without CFA/MBA may also be considered.Experience: 10–13 years of experience in private wealth fundraising, wealth platform partnerships, distribution, family office relationships, or alternatives fundraisingIndustry Preference: Wealth Management / Private Banking / Alternates distribution / Real estate yield products (preferred)Technical Skills:Strong communication, presentation, negotiation, and relationship management skillsComfortable in meeting investors in and outside office as well as organizing investor get together events and networking sessionsComfortable in discussing product structures, risk/return, and term sheets with sophisticated investorsPowerPoint skills for preparing partner pitches, product notes, and performance narrativesHigh attention to process discipline, documentation and compliance alignmentKey Competencies:Strong existing network of wealth management platforms as well as investorsExecution oriented and ownership mindsetStrong credibility and maturity in senior external stakeholder conversationsIf you feel eligible and interested in applying, please fill the form which is a part of the pre-screening process - Assistant Vice President - Private Wealth Capital Raising - Bangalore – Fill out form
Job Title
Assistant Vice President - Private Wealth Manager