175 Family Office Jobs - Page 2

Responsibilities: Experience in fundraising or finance leadership Strong network with investors/accelerators Startup mindset and high ownership Ability to work pre-funding Passionate about building a large-scale platform

Role & responsibilities Job Summary: We are seeking a highly motivated Investment Banking Associate with an MBA in Finance and 4+ years of experience in investment banking, private equity, or asset management. The ideal candidate will bring strong analytical expertise, advanced financial modeling skills, and the ability to effectively manage client and investor relationships. Key Responsibilities: Conduct detailed financial analysis, valuation, and modeling to support M&A, private equity, and capital-raising transactions. Prepare high-quality investor presentations, pitch books, information memorandums, and other deal-related documentation. Support execution of live transactions, including d...

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,...

Role - Manager / Sr. Manager Institutional Sales (Delhi/NCR) We are looking for an experienced Institutional Sales professional to drive acquisition and advisory for corporates, treasuries, PF/Trusts, insurance & large institutions. Key Responsibilities Acquire & grow institutional clients across debt, equity & hybrid mandates Deliver investment advisory: asset allocation, portfolio diagnostics, risk analysis & tailored strategies Present market outlooks, fund performance & investment recommendations to CXOs/treasury heads Manage long-term client relationships with proactive portfolio communication Track market trends, competitor strategies & support sales planning Collaborate with product, ...

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

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

JOB DESCRIPTION Reporting To : Regional Head About the Role: We are seeking driven and passionate professionals to join the Fundraising Team at Nippon Alternate Investments . The alternative investment space in India is poised for significant growth, and this role offers a unique opportunity to collaborate with investors by expanding coverage across Family Offices and Institutional clients . As part of the Fundraising team, you will be responsible for developing investor relationships, presenting differentiated investment opportunities, and contributing to the firm's asset growth across Private Credit, Venture Capital, Real Estate, and other alternative strategies. Key Responsibilities: Acqu...

Vice President - Fund Raising & Investor Relations Summary: The ideal candidate will have a strong background in Fund raising space and have his/her network with HNI/UHNI Investors, family offices, with a deep understanding of the industry and a proven track record of fund-raising & strong client connects. Fundraising & Capital Strategy Develop and execute a capital-raising strategy to secure funding for ongoing and future investment opportunities. Source and negotiate investments from HNI/UHNI Investors, family offices etc. Establish and maintain long-term investor relationships, positioning the firm as a premier investment partner. Marketing of NiFCOs funds (onshore & offshore). Investor R...

JD: Investor Acquisition , Onboarding & Fundraising Research and identify high-potential investors (HNIs, Family Offices, Institutions) Proactively outreach and engage investors Onboard new investors relationships both new and existing investors

1. Empower family offices, treasury offices & private wealth managers all 3 stakeholders using technology in order for them to achieve better outcomes.The RM will be responsible for acquiring and deepening clients (Ultra HNI/Family Offices). Required Candidate profile Client relationship with Family Office, Treasury Office , UHNI client management & financial planning Comprehensive Portfolio monitoring Market research- analysis, (including AIFs and PMS) Perks and benefits Best in Private Wealth Domain

JD: Investor Acquisition , Onboarding & Fundraising Research and identify high-potential investors (HNIs, Family Offices, Institutions) Proactively outreach and engage investors Onboard new investors relationships both new and existing investors

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...

Location: Mumbai/ Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA - 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF.If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net worth above 5 crore) an...

Role & responsibilities The Family Office Executive (or Director) oversees the strategic, financial, and operational management of the family office. This role ensures that the familys wealth, investments, businesses, and personal affairs are managed efficiently, confidentially, and in alignment with the familys long-term goals and values. The position requires a balance of financial acumen, governance, discretion, and interpersonal skill. Preferred candidate profile We are looking for a person who will oversee the financial management and investment operations of the family office. The role includes handling equity portfolios, ensuring proper management of family/promoters' files, overseein...

-Drive HNI client acquisition and portfolio growth through customized investment solutions (MFs, PMS, AIF, Bonds). -Lead and mentor RMs, ensure revenue targets, client satisfaction, compliance, and business expansion within the assigned cluster.

About the Role Hiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segment Responsibilities Establish and maintain long-term, trust-based relationships with HNI and UHNI clients. Understand client requirements and provide strategic advice across a wide spectrum of financial products, including but not limited to mutual funds, life and health insurance, structured products, and other wealth management offerings. Conduct periodic portfolio reviews, assess investment performance, and ensure alignment with the clients financial goals. Drive business development through client referrals and proactive outreach, consistently achieving assigned targets. Provide end-to...

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 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 investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

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 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 investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Role & responsibilities Audit of all individuals Accounts, Finalization of Balance sheets file all individuals returns in time. Follow up with consultants. Maintain Bank Balances do plan for fund releasing & others. Do certain entries in books. Net Worth Certificates of Directors & Guarantors. Audit & checking of Trusts accounts, Finalization of Balance sheets, match ledgers for concern account. Follow up with concerned person for Change report, go to Court etc. Audit & checking of Parekh Family accounts, Finalization of Balance sheets, Follow up with management do certain entries in accounts. Audit & checking of Corporate accounts of Eastern, Unicorn & Jay Bharat Petroleum's Limited. Tax Au...

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