Wealth Manager – Family Office
IMMEDIATE JOINERS
About the Role
We are looking for an experienced Wealth Manager with a strong background in Family Office and High-Net-Worth (HNI/UHNI) client relationship management. The role involves managing the complete financial ecosystem of affluent clients by providing holistic wealth management solutions across multiple asset classes.
Key Responsibilities
- Manage and grow relationships with HNI and UHNI clients, particularly Family Office clients.
- Understand clients' financial goals and provide customized investment solutions.
- Advise clients across Mutual Funds, PMS, AIF, Fixed Income, Structured Products, Bonds, Equity, Alternate Investments, and Global Investment products.
- Drive AUM growth through new client acquisition and existing client relationship expansion.
- Coordinate with investment, research, operations, and product teams to deliver seamless client service.
- Conduct regular portfolio reviews and recommend rebalancing strategies.
- Build long-term relationships through high-quality advisory and wealth planning.
- Ensure compliance with internal policies and regulatory guidelines.
- Keep clients updated on market developments and investment opportunities.
- Achieve business, revenue, and AUM targets.
Desired Candidate Profile
- Graduate/Postgraduate in Finance, Commerce, Management, or a related field.
- 5–10 years of experience in Wealth Management, Private Banking, Family Office, or Investment Advisory.
- Mandatory experience managing Family Office clients or UHNI clients with comprehensive wealth management responsibilities.
- Strong understanding of Mutual Funds, PMS, AIF, Equity, Fixed Income, Bonds, Structured Products, and Alternative Investments.
- Proven experience in managing and growing AUM.
- Strong relationship management, financial planning, and investment advisory skills.
- Excellent communication and stakeholder management abilities.
- NISM certifications and CFP/CFA (preferred).
Preferred Industry Background
- Family Offices
- Wealth Management Firms
- Private Banks
- Investment Advisory Firms
- Multi-Family Offices
- Asset Management Companies
- Portfolio Management Services (PMS)
- Private Wealth Divisions of Banks
Key Skills
Wealth Management, Family Office, HNI, UHNI, AUM, Investment Advisory, Relationship Management, Portfolio Management, Financial Planning, Mutual Funds, PMS, AIF, Fixed Income, Bonds, Structured Products, Equity Advisory, Alternate Investments, Private Banking, Client Acquisition, Cross Selling, Wealth Advisory.
Pay: ₹1,000,000.00 - ₹1,287,712.88 per year
Application Question(s):
- Do you have experience in handling Family office
Work Location: In person
