133 Family Office Jobs - Page 2

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...

Role Overview A strategic finance leadership opportunity within a Family Office setup, focused on managing domestic and international accounting, taxation, and compliance. The role demands deep expertise in FEMA, RBI regulations, and cross-border structures, with exposure to UHNI environments or Big 4 consulting. Key Responsibilities Lead accounting, taxation, and compliance across domestic and offshore entities Ensure regulatory adherence (FEMA, RBI, Income Tax, International Taxation) Drive tax planning, audits, filings, and dispute resolution Consolidate financials across investments and structures Liaise with consultants, auditors, and legal advisors Advise on tax-efficient structures an...

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF 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 MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth management, private banking, or financial advisory. Strong understanding on Global markets from fundamental & technical aspects. Min 5 years of experience in client Wealt...

Job Title: Private Banker Advisory Location: Bangalore / Chennai / Mumbai About the Role We are partnering with a leading financial services platform that offers holistic wealth management, family office services, and investment advisory solutions. With a strong track record of serving HNI and UHNI clients across multiple geographies, the firm is now looking to expand its advisory team with seasoned professionals who can drive meaningful client relationships and deliver bespoke financial strategies. Key Responsibilities Act as a trusted advisor and single point of contact for HNI/UHNI clients, understanding their lifestyle needs, financial goals, and risk appetite. Devise tailored asset allo...

Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profile Looking for Candidate Who can Experience in Private wealth, Acquisition Must have own Self built AUM. Must have good communication skills. This is individual role but CTC OPEN for 50 CR

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore Designation: Private Banker or Partner Location: Bangalore CTC: 30Lacs to 45Lacs 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 from a product and interpersonal point of view. Achieve organizational objectives of high customer satisfaction scores. A...

On behalf of our client we are looking for a dynamic Executive Assistant with experience in a family-run business (preferably). The ideal candidate should have strong skills in calendar management, meeting coordination, communication, follow-ups, and task monitoring. Must be very professional, system oriented, disciplined, results-driven, and under 30 years old. Employment Type: Full-time Required Experience: 3-4 years Education: Any graduate (MBA preferred) Remuneration: Up to 8 LPA (depending on caliber and current CTC) Key Responsibilities: Coordinate and manage the MDs calendar, scheduling meetings and prioritizing time- sensitive tasks. Screen and manage emails, phone calls and other co...

FAMY Group is looking for an accomplished Chartered Accountant to lead its Direct Taxation function. The role requires strong technical expertise in Direct Taxation, FEMA, Compliance, Litigation and M&A advisory , along with leadership skills to manage complex tax matters for the Group. Key Responsibilities Lead the Direct Taxation portfolio across the Group. Manage tax assessments, appeals, litigation & tax planning . Ensure timely and accurate statutory compliance & tax filings. Advise management on strategic tax planning & risk mitigation . Handle FEMA compliance & cross-border taxation matters . Support M&A transactions including tax due diligence, structuring & advisory. Liaise with tax...

Head - Family Offices (South ) The purpose of this role is to develop and manage relationships with Family Offices, understand their financial/investment objectives & risk appetite, and recommend appropriate products. Primary Job Responsibilities: Define the sales strategy for the Family Office channel and achieve the established targets. Establish, grow, and manage investment relationships with Family Offices. Be the trusted investment advisor to the clients and deepen existing client relationships by providing appropriate investment advice and solutions. Acquire new clients through market intelligence & networking engagements. Share market updates and house views to clients on a timely bas...

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 & responsibilities Monitor, track, and report performance of the familys investment portfolio across asset classes. Ensure accurate accounting, book-keeping, and reporting across all investment entities. Oversee cash flow, fund movements, and treasury management to optimize liquidity. Maintain transparent and up-to-date records of investments, valuations, and returns. Develop and deliver timely MIS dashboards and investment performance reports for principals. Provide variance analysis, trend insights, and forward-looking projections to support decision-making. Ensure adherence to all statutory, tax, and regulatory requirements. Lead statutory and internal audits, liaising with auditors,...

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...

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary objective will be to drive growth and provide tailored financial solutions to our diverse clientele. To excel in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. Additionally, you should possess 2-8 years of experience as RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of MSM...

As a Client Coverage Role at CorpCare, you will be responsible for managing and acquiring client relationships with MSMEs, large corporates, family offices, and Startup treasuries in Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. Your primary goal will be to drive growth and provide customized financial solutions to CorpCare's diverse client base. To be successful in this role, you should have a background in Mutual Fund Institutional Sales, preferably with experience in handling institutional clients for AMCs or similar platforms. You should possess 2-8 years of experience as an RM/BD in corporate banking, treasury management, asset management, or a related field. A strong understanding of ...

As an Investment Analyst at our Ahmedabad location in the FMCG industry, you will be responsible for conducting in-depth research and analysis across various asset classes such as equities, fixed income, mutual funds, AIFs, private equity, and real estate. Your role will involve evaluating and monitoring existing investment portfolios, tracking performance, risk, and adherence to investment mandates, as well as performing due diligence on new investment opportunities and fund managers. You will be expected to prepare investment memos, reports, and presentations for internal decision-making, stay updated with market trends and global financial developments, and support strategic planning. Add...

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 Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 9 - 10 years of experience in Wealth , PMS,AIF, Investment Advisory, Family Offices or Private Banking . Should be in Current or previous organization for atleast 2 years minimum as stabili...

Responsibilities: * Develop understanding on Bonds, AIFs & MFs * Acquire and develop new HNI clients from natural market and on board existing clients * Empanel institutions for wealth product distribution *Travel across East India as required

Experience: 3-7 years of experience Age: Below 40 Requirements: Existing Networks & Database of HNIs/UHNIs clients Salary: As per market standard Educational Qualification: MBA Finance/ Equivalent Degree Job Description: Identify and on-board retail, HNI, and institutional investors. Raising funds in the form of Non-Convertible Debentures, ICD, Debt Portfolio, & Debt AIF. Engage with investors on regular intervals Develop new relationships in an effort to grow business and help company expand Develop partnerships with wealth managers, financial advisors, chartered accountants, and investment professionals for cross-selling opportunities. Investor acquisition and servicing Organize seminars/ ...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Responsible for handling a team who would manage HNI/UHNIs & Building AUM through various financial/Investment /PMS /AIF 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 Ensure all operations day to day integration along with seamless Liasoning with Research Team Preferred candidate profile ; ( Local candidates from Pune with sizeable PUNE market experience Only) MBA/CA/CFA or relevant financial qualification preferred. 10 -15 yrs of experience in wealth ma...

You will be joining CorpCare as a Client Coverage Role in locations like Bangalore, Mumbai, Pune, Delhi, and Ahmedabad. CorpCare is a unique all-in-one corporate treasury surplus fund management and asset management platform based in Mumbai. They offer a single window solution for corporates, family offices, and HNIs to formulate and manage treasury management policies. The portfolio management advisory system provides assistance in conducting reviews with investment committees and the board. Your main responsibility will be to manage and acquire client relationships with MSMEs, large corporates, family offices, and Startup treasuries in and around Pune, Delhi, Ahmedabad, Bangalore, and Mumb...

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

• Develop investment process documents, implement approved policies & Monitor • Financial market knowledge & exp. in products, Equity/Debt/Mutual fund/AIF/PMS • Understand Derivatives & Fundamental Analysis • Provide status report to Management Required Candidate profile • Interact with institution/vendors for update on investment opportunity • Analyze investment portfolio in different segment & report to management • Work on Risk management policies with reporting

Role & responsibilities 1.Platform & Operational Leadership 2.P&L and Financial Management 3.Portfolio Management & Investor Support 4 Investor Relations & Capital Strategy 5.Program Management & New Initiative Development 6.Ecosystem Engagement & Representation 7.Team Building & Culture Preferred candidate profile Must-Haves • 12-15 years in leadership roles across funds, accelerators, or venture-backed health/tech startups • Hands-on operator with experience in venture building, P&L management, stakeholder engagement, and cross-functional execution • Exposure to portfolio management, startup fundraising, and investor communications • Strong understanding of the healthcare or life sciences ...