Chief Investment Officer - Wealth Management & Multi-Family Office Advisory Firm

Chief Investment Officer - Wealth Management

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

Role : Chief Investment Officer (CIO)

Experience : 10+ years

Location : Mumbai

About the Company :

Our client is a Wealth Management and Multi-Family Office Advisory Firm that offers holistic investment advisory services to UltraHNIs, 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.

Desired Profile :

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).

Job Responsibilities :

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

2. Maintains and expands the clients wealth

3. Assists the family by fulfilling investment objectives as laid out by the client

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

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

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

7. Coordinates client financial objectives and outlines investment parameters and benchmarks

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

9. Maintains and monitors multiple and segregated family financial strategies and asset allocation strategies

10. 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

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

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

13. 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

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

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