Family Office – Asset Management

Job Title: Family Office – Asset Management

Department: Asset Management

Experience: 7-15 years

Education : MBA/ MMS / PGDM(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.

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