Valtrust
Website:
valtrustcapital.com
Job details:
About Valtrust
Valtrust Partners LLP is a SEBI-registered Portfolio Management Services (PMS) platform led by experienced investment professionals.
Over the last few years, Valtrust has built a differentiated investment platform with:
· 3 live PMS strategies with over 3-year track record
· Momentum and Fund-of-Funds offerings
· Strong risk-adjusted performance
· Entrepreneurial and research-driven investment philosophy
· Growing HNI/UHNI client base across India and overseas
As we scale our PMS and wealth platform, we are looking for ambitious and relationship-driven professionals to help expand our AUM and deepen client relationships.
This is an opportunity to work directly with seasoned investors, engage with sophisticated HNI/UHNI clients, and participate in the growth journey of an emerging investment platform.
Key Responsibilities
Client Acquisition & Business Development
· Identify and acquire HNI/UHNI investors for PMS, investment, and wealth solutions
· Build and manage a strong pipeline through referrals, networking, market mapping, and relationship-led sourcing
· Conduct client meetings, investment discussions, and portfolio presentations
· Develop relationships with business owners, professionals, CXOs, family offices, and corporates
· Drive AUM growth through long-term client engagement
Relationship Management
· Build deep and trusted relationships with clients
· Coordinate portfolio reviews and investment discussions
· Maintain high service standards and responsiveness
· Generate repeat business and referrals through client satisfaction
Investment & Product Positioning
· Understand and confidently articulate PMS strategies, portfolio performance, and market outlook
· Stay updated on capital markets, investment products, and regulatory developments
· Position Valtrust’s differentiated investment approach effectively against competitors
Collaboration
· Work closely with investment and operations teams for seamless onboarding and servicing
· Support leadership in expanding distribution and client reach across target geographies
Desired Candidate Profile
· 3–8 years of experience in PMS, AIF, wealth management, investment advisory, or financial product sales
· Strong understanding of capital markets and investment products
· Experience handling HNI/UHNI relationships preferred
· Strong communication, presentation, and relationship-building skills
· Entrepreneurial mindset with strong ownership and execution ability
· Ability to independently drive business development and client engagement
Why Join Valtrust?
· Opportunity to be part of a fast-growing PMS platform
· Direct exposure to seasoned investment leadership
· Access to quality HNI/UHNI relationships
· Strong learning opportunity across investments and wealth management
· Entrepreneurial culture with high ownership
· Attractive performance-linked incentives and long-term growth opportunity
Education Level
· Bachelor’s degree in finance, Business, or related fields. A postgraduate qualification (MBA/CA/CFA) is an added advantage.
· Capital market certifications, relevant NISM certification are a added advantage.
Click on Apply to know more.