Private Wealth Manager

3 days ago

Bengaluru, India Emmvee Group Full time

Role OverviewThe Manager – Family Office will lead and manage all affairs of Donthi Capital Partners, including investment oversight, coordination with wealth managers, compliance management for the family’s trusts and entities, banking and treasury operations, and strategic support on governance and planning.This role demands a versatile, trustworthy, and financially astute professional who can operate independently, handle confidential information, and bring structure and insight to a complex, multi-asset, multi-entity environment.Key Responsibilities1. Investment & Wealth ManagementCoordinate with external wealth managers, portfolio advisors, private bankers, and investment partners.Implement and monitor asset allocation as per the Investment Policy Statement (IPS).Evaluate new opportunities (listed equity, AIFs, PE/VC, real estate, debt) and prepare internal notes.Track performance, capital calls, and distributions; prepare consolidated investment performance reports.2. Governance, Compliance & Legal AffairsEnsure statutory compliance for all family entities (trusts, partnership firms, LLPs, and SPVs).Liaise with CAs, legal advisors, and company secretaries for filings, audits, and regulatory submissions.Maintain a compliance tracker and oversee RBI/FEMA, tax, and investment-related documentation.3. Banking & Treasury ManagementManage relationships with domestic and international banks.Oversee KYC, account maintenance, fund flows, and liquidity management.Coordinate cash management, tax outflows, and capital calls.4. Reporting & Financial OversightPrepare quarterly consolidated reports across asset classes and entities.Present financial dashboards, performance summaries, and compliance status to family principals.Maintain digital and physical archives for all contracts, deeds, and investment documents.5. Strategic & Family Affairs SupportSupport family governance, inter-generational wealth planning, and philanthropy initiatives.Coordinate real estate and personal asset management.Engage with advisors for insurance, estate, and succession planning.Supervise any operational staff or analysts supporting the family office.Candidate ProfileAttributeRequirementExperience10–15+ years in wealth management, private banking, investment advisory, family office, or finance leadership roles.EducationChartered Accountant (CA), CFA, or MBA (Finance / Wealth Management) preferred.ExpertiseMulti-asset investments, compliance management, coordination with banks, lawyers, and investment managers.TraitsIntegrity, confidentiality, analytical thinking, high ownership, and ability to manage multiple workstreams.OtherExposure to UHNW family offices or multi-family offices will be an added advantage.

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