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Director - Family Office

10 - 20 years

60 - 65 Lacs

Posted:15 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Role Overview:

Key Responsibilities:

  • Build and maintain strong relationships with new and existing HNW and Family Office clients

  • Act as a strategic advisor by understanding financial goals and providing bespoke investment advice

  • Lead client acquisition and business development efforts to grow the segment

  • Collaborate with internal advisory, research, and investment teams to deliver comprehensive wealth management solutions

  • Track and analyze client portfolios, manage risk, and identify optimization opportunities

  • Cross-sell and upsell services such as succession planning, family governance, philanthropy, and estate planning

  • Ensure high client satisfaction through consistent, high-touch engagement and proactive service delivery

  • Stay updated on market trends and contribute to strategic initiatives and special projects

Desired Candidate Profile:

  • 12-18 years of experience in wealth management or investment advisory

  • Proven track record of managing HNW/UHNI relationships

  • Strong understanding of financial markets, investment products, and portfolio management

  • Exceptional communication, interpersonal, and relationship-building skills

  • Ability to think strategically and provide end-to-end financial solutions

  • Strong business development acumen and client-centric mindset


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Talent Hr Networks
Talent Hr Networks

Human Resources and Recruitment

Talent City

50-100 Employees

15 Jobs

    Key People

  • John Doe

    CEO
  • Jane Smith

    COO

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