Manager/Assistant Vice President/Vice President - UHNI/Family Office Relations

Manager/Assistant Vice President/Vice President - UHNI/Family Office Relations

Job Description :

- Connect and engage with Family Offices (FO), Promoters of successful companies/groups & their families and other UHNIs

- Introduce CFL and its services to FO/Promoter families/UHNIs and work with relevant CFL teams to engage with FO/Promoter families/UHNIs to offer specific services to them

- Educate and motivate the Family Offices about equity and debt investments in private small to mid-market companies which are on their fast growth path or at an inflection point towards their transformative journey

- Work closely with the team to take curated deals and research reports to relevant Family Offices

- Provide intelligence on the market to team members within the company

- Organize social get-togethers and meetups for the FOs/UHNIs periodically

Skills Required :

- Excellent communication and social skills

- Self-starter and Energetic

- Ability to travel as necessary

- Understanding of UHNIs/Family Offices and general awareness of private equity asset calls, financial markets and products

- Deep understanding and passion for early stage/MSME opportunities & Venture Capital landscape

Desired Candidate Profile :

- Mid - senior level professionals (with 4 - 10 years relevant experience) already entrenched with Family Offices / UHNIs in a high-engagement role.