Wealth Manager - Family Office

We are seeking an experienced and highly trusted Wealth Manager (Family Office) to manage and oversee the personal and family investments of the Founder through a dedicated Family Office. This role requires deep expertise in wealth preservation, investment strategy, risk management, and multi-asset portfolio management, along with strong discretion and integrity.

The ideal candidate should have prior experience working with a Family Office, managing diversified portfolios and complex financial structures.

Key Responsibilities

- Develop and execute comprehensive wealth management strategies aligned with the Founders financial goals.

- Manage and monitor multi-asset investment portfolios including equities, fixed income, alternatives, private equity, real estate, and global investments.

- Drive asset allocation, portfolio diversification, and risk management strategies.

- Liaise with banks, investment advisors, fund managers, legal and tax consultants.

- Oversee estate planning, succession planning, trusts, and governance structures.

- Monitor performance of investments and provide periodic reporting and insights.

- Identify new investment opportunities (domestic & international).

- Ensure regulatory compliance and optimize tax efficiency.

- Support strategic financial decision-making for the Founder and family.

Key Requirements

- 7+ years of experience in Wealth Management, Private Banking, or Family Office management.

- Prior experience working directly with a Family Office or UHNI clients is mandatory.

- Strong understanding of capital markets, alternative investments, and structured products.

- Expertise in estate planning, trust structures, and tax-efficient investment vehicles.

- Strong financial modelling and portfolio analysis skills.

- High level of confidentiality, integrity, and discretion.

- CFA / CA / MBA (Finance) preferred.