175 Family Office Jobs

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent Note:We request applications only from candidates with 15+ years of experience in Private Banking, managing an individual AUM of 100 Cr or more, and a strong personal client base. Kindly do not apply if your background is in Retail Banking & if you do not manage your own 100 Cr portfolio. About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized inves...

Purpose of the Job: The position is responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts and third-party distributors , focusing more upon Institutional sales. Key responsibilities: Ensure effective and smooth relationship with assigned distributors /clients in the region for growth in business. Responsible for prospecting and selling AIF products to High-Net-worth Individuals through direct sales efforts, third-party distributors, institutional sales and handling family offices. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative eng...

-Provide customized financial solutions and investment advisory to HNI/UHNI clients. -Achieve targets related to client acquisition, AUM growth, and revenue generation -maj. product: Mutual Funds, PMS, AIF, Equity, Bonds, Direct Equity, LI, etc

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Role Overview: The Specialist Affluent Client Segment will be responsible for acquiring and managing relationships with affluent clients, advising on financial planning, and achieving sales targets for mutual funds and alternate investment products. The role requires exceptional interpersonal, analytical, and sales skills. Key Responsibilities: 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new high-net-worth clients (HNWIs) Build, nurture, and sustain long-term relationships with existing clients Understand clients' financial goals, risk tolerance, and investment needs to provide tailored financial planning solutions. 2. Product Knowledge and Sales Attain ...

Were Hiring | Manager / AVP Institutional Sales (Treasury & Investments) CTC: Up to 20 LPA** | Location: Ahmedabad Experience: 4 to 6 Years | Industry: BFSI | Investment Management | Treasury Solutions Are you an experienced Institutional Sales professional with strong relationships across corporate treasuries, banks, NBFCs, and institutional investors Heres your opportunity to join a fast-scaling financial services organization in a high-impact role that directly engages with senior decision-makers and drives institutional growth. Were looking for a dynamic, well-networked individual with a deep understanding of fixed-income instruments, liquidity management, and treasury products to lead i...

Leading Wealth mgt and financial advisory firm requires Chief of Staff- Mumbai( BKC) One of our client a leading wealth mgt and Financial advisory firm based out of mumbai which has been rendering customized FX, Treasury and Wealth Management solutions across India and Asia.It has a team of expert professionals with vast experience in FX & Treasury Management. They have served over 900 clients from forty distinct industries. We have worked with multinational corporations, public limited companies, small and medium-sized enterprises & entrepreneurial start-ups. We understand the demands and challenges that are unique to each one of them. Throughout these exchanges,It has accumulated a wealth ...

Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ insights basis requirements/...

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 and provide tailored solutions aligned wit...

Locations: Bengaluru / Chennai / Hyderabad /Mumbai Experience: 15+ years in Wealth Management CTC: Up to 65 LPA (Based on current CTC and interview) Employment Type: Full-time, Permanent About the Role We are hiring an experienced Private Wealth Manager to partner with UHNI clients and manage large investment portfolios. The role focuses on relationship ownership, portfolio advisory, and delivering long-term wealth growth through products such as PMS and AIF. If you have a strong UHNI network and a track record of growing AUM independently, this role offers significant visibility and growth. Key Responsibilities Build and manage UHNI relationships (net worth above 5 crore) with customised in...

Role & responsibilities: Conduct corporate, legal, and regulatory due diligence for proposed investments across domestic and international jurisdictions. Review and validate entity documents, shareholding structures, compliance status, statutory filings, and governance records of target companies. Prepare due diligence reports and risk summaries highlighting legal exposures, compliance gaps, and red flags. Coordinate with legal firms, consultants, banks, and internal teams for information gathering, verification, and documentation . Maintain and update investment information repositories , corporate records, and cross-border compliance trackers. Support evaluation of investment documentation...

You will be responsible for prospecting and selling AIF products to High-Net-worth Individuals and Institutional sales.

Led & closed deals(primarily Series B / Series B+ transactions) Independently execute transactions with minimal escalations Strong network with domestic and global PE/VC Funds, Family Offices etc. Have ability do Series B / Series B+ transactions

Job - To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors • Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients • Ensure regular engagement wit...

Join a Global Fellowship: Family Office, Incubation & CSR Leadership Are you passionate about driving impact through strategic philanthropy, incubation of startups, and responsible corporate social responsibility (CSR)? Do you believe in mentorship, collaboration, and shaping the next generation of innovators and changemakers? If so, we invite you to join our ambitious global fellowship. We are building a diverse team of thought leaders, industry experts, and change-makers willing to contribute their time and expertise for a greater cause. This is your opportunity to mentor emerging entrepreneurs, guide social innovation, and influence responsible CSR and incubation practices worldwide. Who ...

Proactively identify, acquire & onboard new HNI & Ultra-HNIs with a relationship size of 1 crore and above. Build, nurture & deepen long-term relationships with existing HNI clients to enhance retention & increase share of wallet. Required Candidate profile Ability to engage confidently and professionally with UHNI clients to build trust and credibility. Proven track record in HNI acquisition, Ability to independently manage HNI client relationships. Perks and benefits Very high performance-based incentives