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
- 1-3 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: ₹240,000.00 - ₹360,000.00 per year
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
