Merlin Real Estate - Manager - Wealth & Treasury

Investment Advisors Relationship Management:

Understanding Family Office Needs:

- Conducting thorough assessments of family office financial situations, goals, risk tolerance and investment preferences.

Providing Personalized Advice:

- Developing and presenting customized financial plans and investment strategies tailored to each client's specific needs.

Regular Communication:

- Keeping clients informed about their portfolio performance, market trends, and any relevant changes in financial regulations.

Financial Planning and Advisory:

Developing Financial Plans:

- Creating comprehensive financial plans that encompass various aspects like budgeting, saving, investing, retirement plans and estate planning.

Investment Management:

- Managing family office investment portfolios, making informed decisions about asset allocation, diversification and investment selection.

Risk Management:

- Identifying potential financial risks and developing strategies to mitigate them, including insurance and other protective measures.

Tax and Estate Planning:

- Providing advice on tax optimization strategies and assisting with estate planning to ensure efficient wealth transfer.

Investment Management:

Portfolio Construction:

- Designing and implementing investment strategies that align with family office financial goals and risk profiles.

Performance Monitoring:

- Regularly monitoring investment performance, making adjustments as needed and providing performance reports to clients.

Research and Analysis:

- Conducting thorough research on investment opportunities, market trends, and financial products.

Compliance and Regulatory Adherence:

Staying Updated:

- Keeping abreast of relevant financial regulations, industry standards, and market trends.

Ensuring Compliance:

- Adhering to all applicable laws and regulations related to financial services and investment management.

Maintaining Records:

- Ensuring accurate and up-to-date documentation of all transactions and interactions.

Qualification - CA / MBA [Finance]