Vice President Wealth ManagementPosition Overview
We are seeking a highly connected and experiencedVice President Wealth Managementto lead strategic capital raising and investor relationship initiatives. The role primarily focuses onmarketing and distribution of investment products, particularly targetingHigh Net Worth Individuals (HNI), Ultra High Net Worth Individuals (UHNI), Family Offices, and Institutional Investors.
The candidate will play a key role in expanding the investor network and strengthening the firm's presence within the private wealth ecosystem.
Key Responsibilities1. Capital Raising & Investor Acquisition
- Lead fundraising initiatives for investment products includingAlternative Investment Funds (AIFs)and other structured investment opportunities.
- Develop and maintain strong relationships withFamily Offices, HNI and UHNI investors.
- Identify and approach potential investors through personal networks, industry contacts, and strategic outreach.
2. Relationship Management
- Build long-term relationships with investors and wealth intermediaries.
- Conduct investor meetings, presentations, and product discussions.
- Act as the primary point of contact for key investors and strategic partners.
3. Strategic Marketing
- Drive marketing initiatives aimed at expanding investor reach.
- Work closely with the leadership team to position investment offerings effectively within the wealth management community.
- Represent the firm atwealth management events, investor forums, and industry conferences.
4. Distribution Network Development
- Build and manage relationships withwealth management firms, private bankers, and financial advisors.
- Expand distribution channels for investment products.
5. Market Intelligence
- Monitor trends in the wealth management industry and investor preferences.
- Provide insights on investor behavior, capital flows, and fundraising opportunities.
Required Qualifications
- 8+ years of experiencein wealth management, private banking, investment advisory, or capital raising.
- Prior experience working withbanks, wealth management firms, private banking divisions, or asset management companies.
- Strong existing network ofHNI/UHNI investors, family offices, and wealth managers.
- Proven track record infundraising or investment product distribution.
- Strong communication, negotiation, and presentation skills.
Preferred Background
Candidates with experience from institutions such as:
- Private Banking Divisions ofleading banks
- Wealth Management Firms
- Asset Management Companies
- Investment Advisory Firms
- Family Office Advisory Platforms
Key Skills
- Capital Raising
- Investor Relationship Management
- Wealth Management Distribution
- Strategic Networking
- Financial Markets Understanding
- Institutional Sales
Compensation
- Competitive Fixed Salary
- Performance-based incentives linked to capital raised
- Long-term growth opportunity within a fast-growing investment platform.
About the Company
Hedge Matrix Capital Trustis aSEBI-registered Category III Alternative Investment Fund (Registration No: IN/AIF3/25-26/2056)focused on advanced investment strategies within theIndian capital markets, particularly the derivatives segment.
The fund is designed to serveHigh Net Worth Individuals (HNI), Ultra High Net Worth Individuals (UHNI), and institutional investors, providing access to sophisticated investment frameworks that aim to generate opportunities across different market conditions.
Our approach integratesdata-driven systems, disciplined risk management, and technology-enabled market intelligenceto create a structured and regulated investment environment.
Backed by ayoung and dynamic team of market professionals, Hedge Matrix Capital Trust is committed to building a modern investment platform that combinesinstitutional governance, technology, and strategic executionto serve the evolving needs of sophisticated investors.
