133 Family Office Jobs - Page 4

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholdin...

• 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

What you will Do? Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding: Understand client financial goals, risk tolerance, and investment preferences. Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication: Regularly communicate and update channel p...

Role Overview: The Specialist Passives will be responsible for driving the growth and success of ETF and passive investment offerings. The primary responsibility will be to acquire and manage relationships with High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients, providing expert guidance on ETFs, index funds, and other passive investment strategies. The role will entail leveraging deep understanding of capital markets to deliver tailored investment solutions that align with clients' financial goals and risk profiles. Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new clients, including High Net-Worth Individual...

Job Summary: We are seeking a dynamic and proactive professional to lead our Fundraising and Investor Relations initiatives. This role requires strong communication skills, financial acumen, and the ability to build and maintain long-term relationships with investors, stakeholders, and institutional partners. Key Responsibilities: • Identify and approach potential investors (HNIs, family offices, PE/VC firms, institutional investors) for listed and unlisted companies fundraising opportunities. • Develop and execute fundraising strategies aligned with company and client objectives. • Manage investor relations by regularly updating stakeholders on company performance, strategic initiatives, an...

Reports to : Head of Client Relationships Experience : minimum 10 to 12 years in wealth management or high-touch client advisory Role Overview As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. Youll combine personal client advisory with business people leadership - mentoring your team, enforcing Scripboxs client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service. Key Responsibilities Client Leadership Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions. Act as a senior advisor and esc...

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products. What is the roles objective? Establish, grow, and manage investment relationships with clients Be the primary client contact and trusted investment advisor Deepen existing client relationships by providing appropriate investment advice and solutions Acquire new clients through market intelligence & engagements Share market updates and house views to clients on a timely basis Update clients on their investments and its performance Leverage existing client relationships and other sources to ...

Reports to : Head of Client Relationships Experience : Minimum 10 to 12 years in wealth management or high-touch client advisory As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. Youll combine personal client advisory with business people leadership - mentoring your team, enforcing Scripboxs client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service. Key Responsibilities Client Leadership Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions. Act as a senior advisor and escalation point ...

Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t 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 spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHN...

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skil...

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skil...

Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and...

1. The handling & acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients. Well acquanited with Bonds, AIF, PMS

1. The handling & managing RM's, will be responsible for acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients

Role Overview: As a Director Family Office & HNW, you will be responsible for managing and growing key client relationships with UHNIs and Family Offices. This is a strategic advisory role focused on delivering tailored investment solutions, building deep client relationships, and contributing to the growth of the firms high-value portfolio. Key Responsibilities: Build and maintain strong relationships with new and existing HNW and Family Office clients Act as a strategic advisor by understanding financial goals and providing bespoke investment advice Lead client acquisition and business development efforts to grow the segment Collaborate with internal advisory, research, and investment team...

Serve as a trusted financial consultant to high-net-worth individualsorfamilies.Understand current income, expenses,insurance coverage,tax status, financial objectives, and risk tolerance of HNI clients and delivery returns through asset allocation

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...

As part of the team, you will have the following to support you in your professional journey: Exposure to strategic tax planning, business advisory and compliance work A customized well-defined career path to match your professional goals Access to specialized trainings and programs, cutting edge technology, annual goal setting, career advisors and coaches with real time feedback for developmental growth As a Tax Senior Associate , you will be responsible for the following, focused on your technical expertise and ability to work on a collaborative team to deliver excellent client service. You will have an opportunity to work across various client types (family office, business owners, ultra-...

Fifth Startup seeks an experienced Investment Banker to lead fundraising from VCs, angels, and HNIs. Min. 5 yrs exp., strong investor network, top B-school/CFO/CIO background preferred. Must excel in strategy, finance, and negotiations.

RSMs dedicated Family Office Enterprise (FOE) practice helps define and sustain a familys vision across their family office, operating business and investment structures. We seek to understand the goals of ultra-high net worth families with our customized and integrated cross-Line of Business services, technology and insights. We meet our clients where they are along their wealth journey and assist to provide solutions across the family office lifecycle. From creation to transformation, we take a holistic approach to governance, family education, risk management, privacy/data security and technology outsourcing? Our community of professionals focuses on your success. ?? As part of the team, ...

About the Role Position Title: Head Investor Relations Function: Strategy and Investments Location: Chennai / Bangalore / Mumbai We are seeking a dynamic and experienced Head of Investor Relations to lead capital-raising efforts for our current and future funds. This individual will play a critical role in shaping our investor relations strategy, building long-term Limited Partner (LP) relationships, and ensuring successful fund closures. Key Responsibilities Fundraising Lead discussions with external investors to raise capital for the Company, including new initiatives and follow-on funding in the form of equity, debt, or hybrid structures. Organize and spearhead fundraising roadshows, inve...

: Job Title CRO Wealth ManagementPre-Deal Analyst Corporate TitleAssociate LocationMumbai, India Role Description About Chief Risk Office (CRO) The Chief Risk Office function has Group-wide responsibility for the management and control of all credit, market, operational, enterprise and liquidity risks and has the responsibility of continual development of methods for risk measurement, frameworks and creating a bank wide strong risk culture. About the Wealth Management (WM) business in the Private Bank Deutsche Bank's Wealth Management business is one of the largest wealth managers worldwide. As a trusted partner of wealthy individuals and entrepreneurs, family offices and foundations, we cre...

Responsibilities: * Oversee financial reporting, mutual fund & PMS operations * Ensure compliance with regulatory standards * Manage insurance & family office functions * Collaborate on AIF operations * Prepare MIS reports

Role & responsibilities Dealing with Ultr HNi /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and ...