133 Family Office Jobs - Page 6

Job Description : Manage family office operations, including financial planning, investment management, and risk assessment. Conduct equity research and analysis to identify potential investment opportunities. Develop and maintain relationships with clients to understand their financial goals and objectives. Provide strategic guidance on wealth creation strategies for high net worth individuals (HNIs). Ensure compliance with regulatory requirements and industry standards. Support the management for exploring data and their analysis for various business opportunities including of peer companies. Explore new opportunities with investment volume, IRR ,Feasibility study etc. Desired Candidate Pr...

Acquire & manage high-net-worth clients, ensuring long-term engagement. Offer personalized financial solutions, conduct client meetings & ensure retention. Analyze markets, optimize portfolios, and recommend investments aligned with client goals. Required Candidate profile Drive AUM growth, revenue & cross-selling. Enhance wealth offerings. Ensure compliance, maintain records & report updates. Stay informed on industry trends, products, and regulations.

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

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 ; ( Local candidates from Mumbai & Pune Only) 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 aspe...

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 Description for Family Office Accounts and Investment Manager : Prepare general ledgers and financial statements for family entities, which include trusts, HUF, individual. Process all accounts payable transactions. Oversee cash management. Prepare and present investment proposals and opportunities across all asset classes, including but not limited to: anchor investments, pre-IPO opportunities, structured debt, alternate assets (e.g., private equity, venture capital, real estate), public equity, mutual funds, and Portfolio Management Services (PMS). Interface with consultants, banks and investment intermediaries on day-to-day transactions and issues. Interface with managers from externa...

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 create lasting value for clients. We specialize in developing bespoke solutions for our clients arou...

Role - Private Wealth Experience Required: 5+ Years Job Description: We are looking for an experienced and highly motivated Wealth Manager to join our team. The ideal candidate will have a strong background in wealth management products, client acquisition, and relationship management with HNI and UHNI clients. Key Responsibilities: Acquire, manage, and grow a portfolio of High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Offer tailored investment solutions across Mutual Funds (MF), Portfolio Management Services (PMS), Bonds, and other wealth products. Maintain and grow AUM (Assets Under Management), with a strong focus on Mutual Funds. Ensure high levels of client satisfaction t...