Job Description

We are looking for a dynamic and result-oriented professional to drive sales of Alternative Investment Funds (AIFs) and other structured investment products. The role involves engaging with HNI/UHNI clients, wealth advisors, and family offices to expand the firm’s alternative investment portfolio.

Key Responsibilities

  • Drive sales and distribution of AIF products (Category I, II & III)
  • Build and manage relationships with HNI/UHNI clients, Family Offices, and Institutional Investors
  • Identify new business opportunities and generate leads through networking, referrals, and market intelligence
  • Conduct investment presentations, product pitches, and portfolio discussions
  • Collaborate with internal teams (research, product, compliance) to deliver customized investment solutions
  • Stay updated with market trends, competitor offerings, and regulatory changes in AIF space
  • Achieve monthly/quarterly revenue and fundraising targets
  • Maintain strong post-sales engagement and client servicing

Key Requirements

  • Master’s degree in Finance, Business, or related field (MBA preferred)
  • 3–5 years of experience in wealth management / investment sales / AIF / PMS / structured products
  • Strong understanding of Alternative Investments, Private Equity, Venture Capital, and Debt Funds
  • Existing network of HNI/UHNI clients or distributors is highly preferred
  • Excellent communication, negotiation, and presentation skills
  • Target-driven with a proven track record of revenue generation

Skills: aif,investment,hni,sales,alternative investments


Job Details

Role Level: Associate Work Type: Full-Time
Country: United Arab Emirates City: Dubai
Company Website: http://www.planify.in Job Function: Business Development
Company Industry/
Sector:
Investment Banking

What We Offer


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