175 Family Office Jobs - Page 7

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC 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 revenue targets spread across prod...

Job Responsibilities - Customer Acquisition - Financial Planning (FP) and Portfolio Services - Execution of transactions post FP and on periodical basis - Manage Private Wealth, PMS and AIF fund related queries - Ensure delivery of various MIS reports as per requirements - To develop short term and long term sales strategies for the WM business in line with the overall strategic goals of the organization - To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery - Ensure discipline of asset allocation - Achieve a balance of revenue streams through sale of MF which will build a steady annuity flow and through all other asset cla...

About the team and role: Regional Fund-raising Team As part of the AMC sales team, you will maximise institutional, DFI and family office coverage. Onboarding / corporate treasuries, family offices, Distributors through right selling Maintaining effective & efficient communication on markets and fund updates to all investors and partners Reporting on-ground market intelligence / competitor launches / market share tracking to head office Reports to Regional Head Required Skills MBA / Postgraduate with 3-4 years of institutional sales in a mutual fund / AIF / a combination of both Strong existing connections with HNIs/UHNIs/ CFOs, Head corporate treasuries & family offices Sound knowledge of f...

About the Role Institutional Sales (Fundraising for Debt AIFs) We are seeking driven and dynamic professionals to join the Institutional Sales team for the North region at Vivriti Asset Management. In this role, you will collaborate with high-intent investors, expanding institutional, corporate, and family office coverage in the region. Key Responsibilities: Build and maintain a deep understanding of VAM’s products and services. Develop and present fund strategies and investment thesis to investors Build strong relationships with corporate treasuries and family offices by presenting tailored fund opportunities that align with their investment objectives Communicate market insights and fund u...

Private Wealth Manager / Investment Counsellor Location: Delhi, Mumbai, Bangalore, Hyderabad, Kochi, Pune, Chennai, Pune, Kolkata About the Role: Our client is seeking a highly motivated and experienced Private Wealth Manager / Investment Counsellor to join their team. In this role, you will provide personalized investment advice and solutions to their High Net-Worth Individuals (HNI) and Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to foster and maintain long-term client relationships. Key Responsibilities: Build and maintain strong, trusted relatio...

Person Specification Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking They all have a breadth of experience in their area of geographical expertise All of our client-facing professionals are ?mappedto a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clientsneeds including local market, tax, estate planning and liquidity, Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families Experience of building a client base using internal and external networks Effective in ga...

Position: AGM/DGM/GM- Finance and Accounts/Taxation Job description General Functional role (60%): Taxation (Mandatory: both Direct and Indirect tax) Looking after the Income tax, GST, TDS of Promoters & Investee Companies Direct taxation: Compliances, Litigation and Audit In-Direct taxation: Compliances, Litigation and Audit Tax planning for all types of entities in family offices (Public/Private/Trust/HNI/LLP etc.) Departmental Visits w.r.t any of the matters pertaining to Taxation Dealing with the consultants and other stakeholders Restructuring & Merger-Demerger & FEMA: Experienced on Restructuring & Amalgamation of Companies Incorporation of Companies (including subsidiary of foreign co...

Who We Are: We are a Wealth & Asset Management company that focuses on building customised and value based solutions for clients, built ground up by a team with a strong experience of hand-holding clients across multiple market cycles. We offer PMS and equity broking services to individuals, family offices and institutions backed by cutting-edge technology and advanced research and planning tools. Who We Are Looking for: We are seeking a highly motivated and experienced Senior Wealth Manager to join our Wealth Management team. As a Sr. Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your ex...

Role & responsibilities Key Accountabilities 1.Responsible for acquiring new clients and maintaining current relationships 2.Expand market share and build the AUM for all existing and new clients 3.Ensure that we get required amount of market share from existing relationships as per Organizational requirement 4.Managing distribution channel and expand market share 5.Responsible for up-selling of various products and build the revenue 6.Involved in meeting the investors on a joint call with the distributor 7.Responsible for Client and distribution servicing 8.Take steps for development of long term relationship/association with the key/potential distributors in order to generate repetitive bu...

SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to mee...

Job Title: Governance Officer Location: Trivandrum, Kerala Experience: 720 years Employment Type: Full-Time Industry: Family Office / Private Wealth / Legal & Compliance Functional Area: Legal, Regulatory, Compliance, Governance Role Category: Company Secretary / Legal / Governance Job Description We are seeking a Governance Officer to join our Family Office in Trivandrum, Kerala. Reporting directly to the Board of Trustees , this role will be instrumental in strengthening governance structures and ensuring seamless coordination among family councils, boards, and governance committees. The ideal candidate will be experienced in governance, legal compliance, and trust/family business structur...

Family Office | Investment Advisory | Wealth Management | Portfolio Management Services | Channel Sales | B2B Sales | Institutional Sales Job Context: a) Identify & touch base with existing & new client segment, to get business from them, to increase net sales & AUM. b) Adequate planning and strategy. c) Focus on inactive clients & follow activation. d) Synergize with all relevant departments for achieving the desired objective. e) Ensuring the overall wealth solutions to family offices by Show casing all investment vehicles MF, PMS debt and PMS equity, RE etc

The Investment Specialist's work includes client relationship management, developing new customer leads and on-boarding, provision of investment advice, analysis of wealth and estate planning needs and on-going servicing of high net worth clients.

Role & responsibilities Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & responsibilities • Establish, manage, and grow the TRV of Private Client segment by acquiring and nurturing the clients having AUM INR 6cr • Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM • A significant part of the role will be to iden...

KEY RESPONSIBILITIES/ ACCOUNTABILITIES Strategic/ Managerial Responsibilities Building a focus towards investment X-sell among RM population & Building on Investment penetration of HNI clients Moving towards an advisory model on wealth products for HNIs by offering structures across platforms including alternate products Core Responsibilities Ensuring RM activation & focus on investment products. Going on Joint meetings to build volumes along with new to investment penetration of the portfolio Ensuring 100%complaince of regulatory matters including EUIN & NISM within timelines Training RMs & building knowledge levels through training /workshops/in coordination with partner teams People Manag...

Description Sales & Business Development Identify and pursue new business opportunities to expand the client base. Promote and sell financial products and services to meet sales targets. Client Engagement Proactively communicate with clients to understand their financial goals and needs. Organize and participate in client meetings, including family meetings and strategic planning sessions. Product Knowledge Demonstrate in-depth knowledge of financial products such as Mutual Funds, Alternative Investment Funds (AIFs), and Portfolio Management Services (PMS). Educate clients on the benefits to help them make informed investment decisions. Financial Planning & Advisory Provide comprehensive fin...

Principal Accountabilities Accountability Supporting Actions Portfolio & Business Management Advising on investment strategies, asset allocation & risk management Helping clients invest in tax efficient vehicles Identifying & mitigating potential risks to the familys wealth Acquisition & expansion of client base Build a strong connect with target audience for maximizing the mind share and market share Synergize with all relevant verticals for achieving the desired objective Work on customized solution by offering Combo products with focus on alternate, offshore and equity products & Gift city. Provide guidance on family office structuring to new/young family offices Generate product ideas/ i...

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...