Job
Description
About Us: We are a boutique Multi-Family Office serving Ultra-High-Net-Worth families and business owners. We offer end-to-end solutions in a highly personalised and confidential environment. Key Responsibilities: Client Operations & Servicing Manage end-to-end client onboarding, including KYC documentation and account setup across platforms (PMS, AIF, broking, etc.) Coordinate execution of investment instructions, redemptions, and asset transfers- Maintain and update client-specific mandates, investment preferences, and restrictions Data, Reporting & Systems Ensure timely reconciliation and maintenance of portfolio data across platforms- Prepare consolidated performance reports, including XIRR, asset allocation, and capital movement summaries Work on internal reporting tools such as Google Sheets, Looker Studio, and CRM platforms Compliance & Administration Manage internal documentation, including SOPs, NDAs, service agreements, and operational policies Ensure records are audited ready and aligned with regulatory and internal compliance standards Vendor & Relationship Management Coordinate with external stakeholders such as banks, brokers, PMS/AIF/Mutual Fund partners Liaise with legal and tax advisors for filings, regulatory structuring, and estate planning matters Qualifications & Skills: Postgraduate degree in Finance, Commerce, or a related field 2-5 years of relevant experience in operations within a wealth management, family office, or financial services environment Strong working knowledge of investment products including Mutual Funds, PMS, AIFs, Bonds, and Structured Products Proficient in Excel/Google Sheets, CRM tools, and automation platforms Strong attention to detail, organizational ability, and a high degree of confidentiality and professionalism Job Type: Full-time Pay: ₹550,000.00 - ₹650,000.00 per year Schedule: Day shift Supplemental Pay: Performance bonus Yearly bonus Ability to commute/relocate: Bopal, Ahmedabad, Gujarat: Reliably commute or planning to relocate before starting work (Preferred) Application Question(s): Do you have prior experience in a Family Office or UHNI-focused wealth management setup? Do you have an exposure to compliance frameworks and reporting automation systems? Rate yourself between 1-10 for Excel knowledge. Rate yourself between 1-10 for knowledge of the Financial Market and its instruments. Work Location: In person
