Wealth Manager - Family Office

Wealth Manager - Family Office

Roles and Responsibilities :

- Managing Promoter group wealth & developing customized wealth management strategies to maximize returns.

- Prior experience in Portfolio management is mandatory

- Collaborate with stakeholders to ensure wealth maximization & ensure compliance within applicable regulations.

- Stay up to date with market trends & economic scenario to utilize opportunities for wealth maximization

- Identify opportunities, take calculated risks, and deliver innovative solutions to drive growth and create value.

- Build a comprehensive strategy that considers all aspects of finances, create financial plans and portfolios that encompass asset allocation, investments, estates, and taxes with the aim of increasing overall wealth

- Manages Portfolio based on Research and addresses questions and concerns of investment from Promoter group.

- Understands current financial objectives and risk tolerance of Promoter group to deliver returns through asset allocation & minimize financial risks if any

- Monitors investment portfolio on a regular basis to review performance for wealth maximization Provide various Investment performance reports and summaries to Promoter group periodically

- Suggest specific recommendations in areas of cash management, setting up of trusts, formulating Wills, Tax issues, besides just investment planning to ensure that person works as primary consultant.

Desired Candidate Profile :

- MBA/PGDBM (Finance) /CFA/ CA with 12-15 yrs of relevant experience. Financial Acumen, analytical thinking with an aptitude for wealth maximization is required.

- NISM/NCFM certification preferred (Valid Mandatory Certificates is preferred).

- Must have handled wealth management for family office / promoter's office .

Location : Kolkata

AGE : 35-42 yrs

CTC Bracket : Approx Rs.25-37 lpa