Company: Wealth Management (Domestic & Offshore)

Position: Family Office Advisor

Location: Bangalore

Education: MBA/Postgraduate from a reputed Institute / University or else Graduates can be considered as an exception

About Company :

- We are a Multi-Family Office managed by highly experienced professionals from private banking, legal, mergers & acquisitions and consulting backgrounds. And we solve problems for HNI's.

- We are multifaceted and help clients preserve and enhance their global wealth through deft management of assets, mentor next generation, enhance business efficiency and build high levels of corporate governance.

- We free up client's bandwidth by helping with their investment needs and their non investment needs by offering solutions in the areas related to wealth management, Taxation, Real Estate, Estate planning, lending, Insurance, mentoring etc.

- The above help clients to focus on their areas of interest in both personal and business/ professional front.

JD :

The Candidate should have a minimum of 4-8 years of experience in Portfolio management and/or financial advisory services, with a demonstrated ability to acquire, build and deepen HNI client relationships by understanding client situations, goals, risk appetite and lifestyle needs. They will serve as a one point of contact for clients and their professional advisors, helping to lead the engagements.

Use financial acumen and investment expertise to:

- Generate leads and acquire HNI clients

- Understand the client's risk appetite, short term and long-term goals

- Device suitable global asset allocation strategies

- Recommend suitable opportunities across asset classes - Domestic and offshore

- Monitoring/Benchmarking and reviewing client portfolio- s

- Provide tax advise for the assets under management

- Provide seamless service experience by coordinating with multiple teams to ensure clients meet their short term and long-term goals.

- Focus on building relationship by understanding various investment and non investment related needs and offer solutions through inhouse & external service partners

- Develop deeper understanding across related areas like direct taxes, real estate, estate planning, amongst others

- Increase assets under advisory/ wallet share and achieve growth in relationships managed/acquired

- Keeping abreast of the financial markets & products (Equities, Mutual Funds, Insurance, Real estate etc)

- Own up individual balance sheet on costs/revenue

Desired Skills:

- Excellent communication and listening skills

- Proficiency in MS Word, Excel, PowerPoint, and Outlook

- Understanding of the capital markets (Domestic & Global)/ Real estate/ Tax/Estate planning

- Analytical mindset

- Ability to simplify complex information and explain lucidly

- Good sales and negotiation skills

- High levels of passion and ownership

- Client first attitude

- High on efficiency, accuracy and integrity

- Pleasant personality, Go-getter and a Team player

- Desire to work in a boutique firm

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