175 Family Office Jobs - Page 5

Relationship Manager - Custody, you will have the opportunity to offer the Bank's clearing & custody services through your interactions with senior fund managers of foreign and domestic funds, institutions, and family offices. In this role, you will be required to derive a clear understanding of the client's requirements and provide flexible solutions in collaboration with various business groups within the Bank. In line with our philosophy of offering 360-degree solutions to our clients, this role requires you to perform a comprehensive assessment of customers' needs in all engagements. This role also requires knowledge of evolving regulations with respect to investments/ capital markets sp...

• 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

About the Role: As a Relationship Manager in Private Banking Group, you would act as a core anchor in taking our banking solutions and services to our valuable customers comprising of high net worth Individuals, Family Offices and Institutions. This involves a 360-degree banking approach. The Relationship Manager should have an inclination to understand the customer needs and offer solutions in line with the needs that comprises of various asset classes and investment propositions. The core philosophy to hold is being Fair to the Customer and Fair to the Bank. At ICICI Bank, our customer-centric relationship managers are responsible for acquiring new customer relationships and increasing the...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

Job Description 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 and more focus is 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 and third-party distributors. Distribution relationship nurturing and management by continuous engagement and training and other values adds. Developing business through consultative engagement with Cluster Manager...

Job Responsibilities: 1. AMC / Real Estate Funds Develop and maintain strong relationships with investors, limited partners, and other stakeholders through regular communication. Identify potential investors and develop strategies for approaching them. Create client friendly, "world-class" and high impact Pitch book, Teaser, Brochures, Fund collaterals Create training packs and educational materials for Distributors, Channel Partners, IFAs, RMs, Investors, etc. Understand broad tax regulatory and legal framework related to the: -Deals and products -AIF/ PMS/NBFC vehicles Get in place proper agreements, fee sharing terms and due diligence forms for all partners Maintain Investor MIS and datab...

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take t...

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

Position Overview We are seeking a dynamic and results-driven B2B Sales Manager to join our team in Mumbai City. This is an exciting opportunity for a professional with a strong background in business development and sales, particularly in the financial products sector. The ideal candidate will have a proven track record of building strategic alliances and driving partner development initiatives. With an annual salary of 20,00,000, this full-time position offers a chance to make a significant impact in a growing organization. Key Responsibilities Develop and implement effective sales strategies to drive B2B sales growth. Identify and establish partnerships with key stakeholders, including fa...

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...

* To up sell products to Retail/HNI 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 reven...

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Job description Develop and execute a coverage strategy for family offices in India. Build and maintain strong relationships with key decision-makers at family offices, including principals, CEOs, and CFOs. Identify and pursue new business Required Candidate profile 10-12 years of experience in wealth management, investment banking, or a related field, with a focus on family offices or ultra-high net worth individuals

tions) The Kotak Mahindra Group The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work. Kotak Wealth Management The Kotak Mahindra Group (Kotak) ...

One of the leading names in Engineering & Manufacturing is currently seeking an experienced individual for the role of Research and Analyst in Investment Banking or a related field. With 5-8 years of relevant experience, the ideal candidate should hold a CFA qualification or a related certification. This position is based in Anand, Gujarat. The desired candidate should possess a strong understanding of Equity Research, IRS, Investment Research, and Family Office concepts. Excellent communication skills are essential, along with the ability to build and maintain strong client relationships. As a Research and Analyst, your responsibilities will include managing family office operations such as...

Job Summary: Stephead Advisors is looking for a highly motivated professional to join our team as a Fundraising & Investor Relations Executive Primary Market . This role focuses on raising capital through primary market instruments (IPOs, FPOs, Rights Issues, Preferential Allotments, QIPs, etc.) for both listed and unlisted companies. The ideal candidate should have experience working with HNIs, family offices, PE/VC firms, and institutional investors in the context of primary market transactions. Key Responsibilities: Identify and approach potential investors for primary market transactions, including HNIs, family offices, PE/VC firms, and institutional investors. Develop and execute fundra...

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 ...