Wealth Manager ( Family Office )

Position Title : Wealth Manager ( Family Office )

Key Responsibilities

• This role is responsible for onboarding new clients and managing relationships with high-net-worth families

• Anticipate client needs and provide tailored solutions aligned with family goals and values.

• Collaborate with investment managers, finance, and legal teams to deliver integrated wealth solutions.

• Support families in decision-making around investments, estate planning, and governance.

• Facilitate family meetings, reviews, and strategic discussions.

• Ensure timely delivery of financial reports, investment updates, and performance reviews.

• Oversee client onboarding, documentation, and compliance processes.

• Monitor service quality and resolve client queries with speed and efficiency.

• Identify cross-selling opportunities for investment, philanthropic, and lifestyle services.

• Support the leadership team in growing client relationships and networks.

• Ensure adherence to governance frameworks, legal compliance, and ethical standards.

• Maintain strict confidentiality of family affairs, investments, and personal matters.

Qualifications & Experience

• MBA (Finance/Wealth Management) or equivalent preferred.

• 5–10 years of experience in private banking, wealth management, or family office services.

• Prior experience dealing with HNI/UHNI clients is essential.

• Exposure to multi-generational family dynamics and cross-border wealth planning is an advantage

• Location : Goregoan Mumbai