Cultivate and maintain strong relationships with high-net-worth individuals and families.Provide comprehensive financial advice, including Capital Markets, Alternative investments and Private Equity.Develop personalized wealth management strategies to meet clients’ financial goals.Identify and attract new clients, leveraging extensive network and resources.Collaborate with internal specialists to deliver a seamless client experience.Stay abreast of market trends and regulatory changes to provide informed guidance.

Proactively engaging with large Institutions, VCs, Family Offices and high-net-worth individuals (HNIs), presenting and explaining new investment strategies and opportunities along with fund structures in depth, aligning these offerings with their risk profiles and financial goals.Leading a team for private secondary transactions (Pre-IPO) and providing critical support in executing transactionsSourcing of sector focused blue chip technology companies including SpaceX, Airbnb, Palantir, GRAB, SoFi, and many more.Structuring the deal in the effective manner using SPVs and other Funds in jurisdictions including Cayman, BVI, Singapore, Mauritius or Delaware.Liaising with fund Managers, Administrators, Custodian Banks, to ensure seamless operations and compliance.Preparation and drafting of teasers, information memorandums, analyst notes with extensive due diligence, financial modeling and valuation analysis.Proposing recommendations and working with various teams on process improvement initiatives including the implementation of CRM.

Assist high-net-worth individuals and institutional clients in opening personalized private banking accounts.Manage client onboarding, conducting due diligence, maintaining compliant documentation, and ensuring adherence to regulations and risk assessments.Oversee trade operations, including reconciliation, timely settlements, trade confirmation, and error rectification for accurate and efficient trade execution.Assisting in the process of rebalancing investment portfolios to align with the client's objectives and risk assessment.Facilitate cross-departmental collaboration with investment team, relationship managers, and compliance to optimize investment processes.