Relationship Manager- Family Office

Role Overview: As an Investment Advisor, your primary responsibility will be to advise clients on investment strategies, asset allocation, and risk management. You will recommend tax-efficient vehicles and tailor solutions using alternative, offshore, equity products, and GIFT City offerings. Your role will involve identifying and mitigating risks to client wealth while supporting family office structuring. Additionally, you will be expected to expand the client base and strengthen brand positioning through targeted relationship-building. Key Responsibilities: - Collaborate across verticals to deliver customized investment solutions. - Develop product ideas based on family office demand and industry trends. - Maintain and grow high-value client relationships with consistent service excellence. - Uphold all regulatory, SEBI/AMFI, and internal compliance standards. - Ensure all advice is in the client's best interest and regulatory-compliant. - Maintain necessary certifications for advisory and product distribution. - Possess deep knowledge of public/private markets and macroeconomic conditions. - Build client and product market intelligence through industry engagement. Qualifications Required: - Strong understanding of investment strategies, asset allocation, and risk management. - Knowledge of tax-efficient vehicles and alternative investment products. - Familiarity with regulatory requirements such as SEBI/AMFI compliance. - Certification in advisory and product distribution. - Excellent communication and relationship-building skills. Role Overview: As an Investment Advisor, your primary responsibility will be to advise clients on investment strategies, asset allocation, and risk management. You will recommend tax-efficient vehicles and tailor solutions using alternative, offshore, equity products, and GIFT City offerings. Your role will involve identifying and mitigating risks to client wealth while supporting family office structuring. Additionally, you will be expected to expand the client base and strengthen brand positioning through targeted relationship-building. Key Responsibilities: - Collaborate across verticals to deliver customized investment solutions. - Develop product ideas based on family office demand and industry trends. - Maintain and grow high-value client relationships with consistent service excellence. - Uphold all regulatory, SEBI/AMFI, and internal compliance standards. - Ensure all advice is in the client's best interest and regulatory-compliant. - Maintain necessary certifications for advisory and product distribution. - Possess deep knowledge of public/private markets and macroeconomic conditions. - Build client and product market intelligence through industry engagement. Qualifications Required: - Strong understanding of investment strategies, asset allocation, and risk management. - Knowledge of tax-efficient vehicles and alternative investment products. - Familiarity with regulatory requirements such as SEBI/AMFI compliance. - Certification in advisory and product distribution. - Excellent communication and relationship-building skills.