131 Family Office Jobs

Job Description Wealth Manager (Family Office) Role Overview The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services. He will coordinate with internal teams to deliver holistic solutions while maintaining confidentiality and trust. Key Responsibilities This role is responsible for onboarding new clients and managing relationships with high-net-worth families Anticipate client needs a...

Role & responsibilities To build and manage relationships with UHNI's in designated location including family offices and Corporates. To think strategically about building and scaling up a client relationship management platform To understand the nuances of each product and strategy and build investor portfolio accordingly To conceptualise and deliver quality advise and excellent investor service Continuously explore referencing and cross selling opportunities across the various investment management products of the firm Preferred candidate profile Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role...

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Job Title: Investment Product Sales Corporate & Institutional (Fixed Income / Treasury Sales) Location: Delhi, India Experience: 4 – 15 Years Employment Type: Full-Time | Individual Contributor Role About the Role: We are looking for a dynamic and well-connected professional to drive sales of investment products to corporates and institutional investors . The ideal candidate will have strong relationships with Corporate Treasuries, PF Trusts, Pension Funds, Family Offices, and other Institutional Investors , and a proven track record in mobilizing investments in approved securities and fixed-income products . This is an individual contributor role , best suited for a self-starter who thrives...

Valmiki Leela Capital is looking for a dynamic leader to head its Global Fund-Raising vertical. The role involves driving international roadshows, building global investor networks, and managing overseas IPO and M&A fund-raising initiatives. Key Responsibilities: Lead international fund-raising activities for IPOs, M&A, and private placements. Develop and implement global investor acquisition strategies. Conduct international roadshows across key financial hubs. Build relationships with FIIs, DFIs, global funds, and family offices. Coordinate with cross-border legal and compliance teams for global deal execution. Lead financial structuring and valuation for overseas investments. Manage end-t...

Role & responsibilities Preparation of Investment reports Coordination with auditors and consultants for compliance and filings Oversight of investments, trusts, and real estate holdings from a reporting standpoint Family office, Wealth management, investment analysis, Direct personal and corporate taxation, Finance and accounts CA(Interrn) who have done the intern from the below mentioned companies on Merger and acquisition profile from Big 8 Preferred candidate profile CA qualified with transaction advisory, valuation, family office, Investment experience

As Client Coverage at CorpCare, your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Pune, Delhi, Ahmedabad, Bangalore, and Mumbai. Your role is crucial in driving growth and providing customized financial solutions to our diverse clientele. Key Responsibilities: - Serve as the primary contact for corporate clients, handling negotiations, strategic reviews, and contract finalization. - Lead efforts in client acquisition and relationship management, focusing on MSMEs, large corporates, and family offices. - Ensure targets for growth, revenue generation, and client satisfaction are achieved. - Build ...

Role & responsibilities Building Relationship and driving sales along with increasing market share. Driving sales through different lead generation techniques and helping team members to achieve the sales Established and maintained strong relationships with key stakeholders, including UHNIs, HNIs, and Corporate clients. Analyzed client requirements and delivered personalized nancial planning solutions, resulting in increased client satisfaction and retention. Cross selling of a wide range of nancial products and services which includes Mutual Funds, Portfolio Management Services (PMS), Fixed Income Products, Alternative Investment Funds (AIFs), Structured Products and Stock Baskets to UHNIs,...

A forward-deployed solver and trusted financial steward , managing the intricate wealth and investments of a family office with precision, strategic insight, and unwavering accountability. Your Mission: The Role You are a technically accountable, outcome-delivering finance professional , directly managing and enhancing the family's wealth and investments from first principles. You'll be a Directly Responsible Individual (DRI) for co-innovating transformative financial outcomes by solving differently and relentlessly questioning the status quo. You lead the charge from initial engagement to successful execution and ownership of the financial outcome. Lets be clear: this isn't your typical ana...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore & Rest of Karnataka Designation: Private Banker or Partner (Individual Role) Location: Bangalore, Hubli, Bijapur, Belgaum, Mangalore, Hospet, Mysore, CTC: 30Lacs to 45Lacs ( age limit up to 45 years) Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience fr...

* To up sell products to Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets ...

Job Title: Manager / AVP Institutional Sales (Treasury & Investments) – Delhi NCR Location: Delhi NCR Experience: 4+ Years Industry: BFSI, Investment Management, Treasury Solutions Employment Type: Full Time About the Role: We are seeking a high-performing Institutional Sales professional to drive treasury-led investment acquisition for the Delhi cluster . The ideal candidate brings a strong network across Banks, NBFCs, Corporates, Financial Institutions, and Family Offices , with a proven ability to mobilize institutional deposits and investments . This is a strategic, client-facing role working directly with CFOs, Treasurers, and Treasury Heads to offer tailored solutions across Fixed Inco...

Family members wealth, liaison with bankers, fund managers, coordinate with internal Corp Finance, estate, taxation matters Understanding of overseas taxation Governance of Trusts Relationship management for personal reasons (visits to Mandirs etc) Required Candidate profile Healthcare arrangements and relationship management with specific hospitals Special projects like house construction Understanding of multi-asset investments, estate planning, and legal structures

Manage family wealth, investments, estate, and taxation (including US, Singapore, Dubai, EU tax matter) Handle family constitution meetings, governance, legal compliance, estate planning. Strong in multi-asset investments, taxation, legal structures. Required Candidate profile investment centric profiles Wealth Management Treasury Preferred- manufacturing or power industry.

Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services Organization:Alternative Investment Fund(AIF) Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks,...

Wealth Relationship Manager Corporate & Institutional Investments Location: Delhi NCR Company: Leading NBFC / Wealth Management Platform Experience Required: 5 to 10 Years Industry: BFSI / Wealth Management / Investment Advisory / NBFC Functional Area: Corporate Sales / Institutional Sales / Wealth Management Job Description: We are seeking a dynamic and experienced Wealth Relationship Manager to manage and grow investment relationships with Corporates, Institutions, and Family Offices . The ideal candidate will have a strong background in financial markets and a proven track record in managing high-value investment portfolios across a wide range of products such as Fixed Deposits, Bonds, CP...

Job Title: Cluster Manager Financial Institutions Location: Delhi, NCR, Mumbai Company: Leading NBFC About the Role We are looking for a seasoned professional to lead our Institutional Sales function for the Delhi cluster. In this role, you will be responsible for acquiring, mobilising, and managing deposit and investment relationships with financial institutions, banks, NBFCs, family offices, and large / mid corporates. You will also crosssell the companys suite of asset & treasury products and act as a trusted advisor to treasury/CFO stakeholders. Key Responsibilities Acquire and mobilise investments and deposits from FIs, large / mid corporates, NBFCs, banks, family offices Manage & deepe...

About the Role Seeking a senior professional to head its Accounting & Taxation function in the Family Oice. This role requires deep expertise in FEMA, international taxation, and accounting with a family oice or Big 4. The incumbent will be responsible for ensuring financial integrity, compliance, and eective tax planning across domestic and international structures. Key Responsibilities • Lead the overall accounting, taxation, and compliance functions of the Family Oice. • Ensure strict compliance with FEMA, RBI regulations, and international tax frameworks. • Oversee tax planning, filings, audits, assessments, and dispute resolution. • Consolidate financials across entities and investments...

Role & responsibilities Some of the responsibilities will include: Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Increase AUM Book through cross selling products of bank and increasing wallet share Work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the bank brand through developed functional and behavioural skills. Deli...

Job Summary : Steptrade Capital is seeking an experienced, and results-driven VP - Wealth Management to lead and grow our distribution and investor relations initiatives. The ideal candidate will have a strong background in Alternative Investment Funds (AIFs), and Wealth Management, with proven expertise in fundraising, building strategic distributor/investor networks, and expanding business footprints. Key Responsibilities : • Identify and approach potential investors including HNIs, UHNWIs, family offices, PE/VC firms, and institutional investors for both listed and unlisted fundraising mandates. • Develop, maintain, and strengthen relationships with distribution partners including Nationa...

Fund Raising Head / Lead- AIF Present Role Fund Raising Head / Lead- AIF Reporting Managing Director Key Responsibilities: Develop and execute the fund-raising strategy for the AIF by establishing and maintaining strong relationships with family offices, corporate offices, HNIs, UHNIs, institutions, and distribution partners Establish and maintain relationship with various intermediaries for fund investment for investment in the fund Presenting various reports to the investors, potential investors and intermediaries Ensuring closure of the fund as per the timelines Communicating with investors for Subscriptions and Redemptions along with fund manager/fund analyst Any other related ancillary ...

Role & responsibilities Advising/selling Ultra high Net worth Clients on various assets viz. PMS, MF, Direct and Pvt Equity, NCDs, Bonds, Corporate FDs AIF. Asset allocation, financial planning and risk management according to client risk profile. Acquiring New Clients, activation of inactive clients, client retention. 360-degree Financial planning of HNI, UHNI and Corporate clients Analyzing Risk profile of clients and pitching the right product. Selling various third party financial products of all AMC & companies like Mutual funds, Fixed deposits, PMS, Structured Product, Sovereign and Corporates Bonds, Home loan and LAP. Successfully developing and maintaining clients relationship Unders...

Role - Group CIO Location - Ahmedabad (On-Site) Reports to - Managing Director Qualification - Preferred CA/CPA Compensation - Best in the Market (Decent Hike on the Current) Major KRA - Actively lead the Listed and Unlisted Investment Portfolio, encompassing equity and private credit, under the guidance of the Investment Committee & Director. Manage the investment portfolio of the Family Group, ensuring alignment with strategic objectives and risk tolerance. Present investment opportunities to the investment committee for effective decision-making. Will be responsible for the continual review of investments, managing the Family Group & investment portfolio , and actively engaging with indus...

Role & responsibilities Preparing vouchers / Data entry of daily transactions and updating data in additional fields in system from relevant documents Knowledge of Laws and compliances of Charitable Trusts Day to day Banking transactions, Bank Reconciliation, Bank Compliances like KYC updation, Balance certificates, addition / deletion of signatories etc. Tracking daily Bank/Liquid Balances and sending report Follow ups with parties for documents, Proper Filing and Scanning of documents, attaching scan of relevant documents in system and managing records To complete formalities of new investments and maturity or renewal before due date Compiling details/documents for requirement of Statutory...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Preferred candidate profile 4 - 12 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management with excellent Communication & Client engagement skills . Requisite certifications mandatory Candidates open fo...