Firm: Wealth Management and Multi-Family Office Advisory Firm (part of one of the largest financial services firms)

Role: Chief Investment Officer (CIO)

Location: Mumbai

Our client is a Wealth Management and Multi-Family Office Advisory Firm that offers holistic investment advisory services to Ultra- HNIs, family offices and trusts by carefully managing the client's risk tolerance, allowing them to meet their short and long-term goals throughout the investment lifecycle, whether in the accumulation or withdrawal stage.

The successful candidate will be a seasoned, experienced investment executive with a minimum of 10 years related experience typically gained with a Family Office (preferred), private investor, opportunity fund, pension fund advisor or investment bank. Should have proven experience in managing people, programs, and processes. A very strong proficiency in fixed income and equity investments (e.g., stock and bond portfolio management).

Essential Functions, Duties, and Responsibilities:

- Initiates and coordinates the primary investing decisions in fulfilling the client/family investment objectives under the direction of the family leaders

- Maintains and expands the clients wealth

- Assists the family by fulfilling investment objectives as laid out by the client

- Coordinates efforts with other in-house and out-sourced financial professionals to minimize risk and maximize returns

- Creates, implements and coordinates a comprehensive family financial strategy, including an accompanying Investment Policy Statement (IPS)

- Develops multiple client financial strategies for various intra-family fractions (if applicable) as well as assets titled within trusts and partnerships

- Coordinates client financial objectives and outlines investment parameters and benchmarks

- Organizes and implements an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by all the decision makers

- Maintains and monitors multiple and segregated family financial strategies and asset allocation strategies

- Seamlessly utilizes the available account aggregation, reporting and risk metrics/analytics capabilities of the firm in customizing the services and data to the desires of the clients

- Researches and identifies the best money managers around the world to implement the applicable allocation towards each specific asset class

- Coordinates and manages investment research team and internal experts in each asset class

- Sources, selects, diversifies and monitors the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities, alternatives and derivatives

- Sources reputable investigative firms to perform comprehensive background checks on potential partners

- Organizes, coordinates and monitors the money managers in a tax sensitive manner

Knowledge, Skills & Abilities

- Must be able to work with the team and outsourced financial service providers and communicate effectively with clients

- Excels at planning, organizing, sourcing (money managers and business opportunities), monitoring, validating and reporting on all investment activities

- High degree of honesty and integrity

- Proven track record of successful investment

- Proven leadership abilities

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