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Family Office Asset Management

8 - 12 years

8 - 15 Lacs

Posted:8 hours ago| Platform: Naukri logo

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Job Type

Full Time

Job Description

Job Title: Family Office Asset Management

Department: Asset Management

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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