Chief of Staff - Family Office

Qualifications:

- Must have CA, CFA, or MBA (Finance).

Experience:

- 10 - 15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management or similar environment.

- Experience in Wealth Advisory Firm is a must. Minimum years of experience can be 8 - 10 years.

Technical Skills:

- Strong understanding of asset allocation, portfolio construction, investment analysis and traditional and alternative investment strategies.

- Experience with HNI/UHNI or promoter-family portfolios, including financial analysis, IPS drafting and customised portfolio design.

- Strong knowledge of leading fund houses, investment managers and wealth-management strategies in India and globally.

Personal Attributes:

- High integrity, discretion and confidentiality, with an entrepreneurial, hands-on and ownership-oriented mindset.