Wealth Manager - Family Office

Description:

A leading multi-family office working with business families and UHNIs is hiring a Relationship Manager to act as the primary wealth partner for a set of families. The role involves end-to-end ownership of client relationships, covering wealth structuring, asset allocation, and long-term capital strategy. This is a high-trust advisory role focused on stewardship rather than product-led selling.

Key Responsibilities:

- Own and manage relationships with assigned HNI / UHNI families as the single point of accountability

- Lead client discussions on wealth structuring, asset allocation, liquidity planning, and long-term capital strategy

- Coordinate with internal investment, tax, legal, and estate planning teams to deliver integrated outcomes

- Ensure portfolios align with client risk appetite, investment policy statements, and life-stage requirements

- Orchestrate execution with external advisors including chartered accountants, lawyers, trustees, and PMS / AIF providers

- Grow relationships selectively through referrals and trusted networks

Ideal Candidate Profile:

- 7-10 years of experience in wealth management, private banking, family office, or NBFC wealth platforms

- Proven experience managing HNI / UHNI client relationships independently

- Strong understanding of asset allocation, investment products, and wealth structuring

- Prior exposure to business families and entrepreneur-led wealth preferred

- Ability to operate in a high-trust, low-volume, advisory-led environment

- Mumbai-based and comfortable with full-time onsite work