Family Office Head

Looking for a Family Office Head for a renowned organisation.

Below is the JD,

Segment/Clients that he/she will cater to :

This person will oversee the entire desk operations, he will have to have understanding of trading software, operations, margin protocol and fundamental knowledge to speak to clients. These will be ultra HNI, who will have a large equity portfolio to trade in the markets, essential role requirement is to get broking commission from these clients by marketing them ideas.

Purpose of the role

This role will be responsible for day today running of the desk and for revenues of the desk. The person will have to manage the critical day today issues, in terms of client resolutions and enable team to process the business. Also responsible for the strategic thinking on how to grow this desk, new client acquisition, managing team.

Key working relationships

Internal: team management, sr management reporting, Liaoning with operations, and compliance, managing daily trading limits.

Key Activities ( 3 Core KRAs).

Revenue responsibility

Team Management

Managing existing relationships and growing the revenue pool