Family Office – Asset Management

Family Office – Asset Management

Our Client:

A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies.

Job Title: Family Office – Asset Management

Department: Asset Management

Experience: 10-15 years

Education : MBA/ MMS / PGDM(Look for Tier 2/Tier 3 Candidates)

Location: Delhi

About the Role :

client-facing sales role

Key Skills Required

Functional:

• Asset Management / Private Wealth market intelligence.
• Strong understanding of Equities.
• Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage.

Behavioral:

• Consultative and collaborative approach.
• Presentation and communication skills.
• Proactive mindset and self - starter.
• Uphold high standards of ethics and integrity.

Key Responsibilities

• Maintain a database of potential Family Office clients and their key advisors.
• Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors.
• Maintain and grow any existing relationships and build AUMs.
• Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients.
• Understanding the client’s requirements & recommending the relevant product.
• Maintain the highest level of service and delivery to partners and clients.

About Hireginie: