Private Wealth Manager

3 weeks 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.

  • Private Banker

    2 weeks ago

    Bengaluru, India TriGen Wealth Full time

    Job Description Company Description TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime...

  • Private Wealth Manager

    2 days ago

    Bengaluru, Chennai, Kochi, India Sketchhr Manpower And Hr Consultancy Services Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Hi,Greetings from SketchHR Manpower Consultancy )We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level) for one of our leading clients in the Private Wealth Management industry.Our client is one of the leading Private Wealth Management firms, currently expanding its footprint across multiple geographies in India....

  • Private Banker

    2 weeks ago

    Bengaluru, Karnataka, India 360 ONE Wealth Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAt 360 ONE Wealth, we understand that the path to creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending...

  • Private Wealth Manager

    3 weeks ago

    Bengaluru, India equentis Full time

    Location – Bangalore/Mumbai Position: PMS Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client...

  • Wealth Management Advisor

    2 hours ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Wealth Manager

    1 week ago

    Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

  • Private Wealth Relationship Manager

    1 week ago

    Bengaluru, Chennai, India ICICI Securities Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To identify new business opportunities and generate leads through networking and referrals.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk...

  • Wealth Management Associate

    1 week ago

    Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per year

    Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

  • Associate (Private Client & Private Wealth Practice) | Tier 1 Law Firm | Bengaluru

    7 hours ago

    Bengaluru, Karnataka, India Avimukta Consultancy Full time ₹ 8,00,000 - ₹ 20,00,000 per year

    Opportunity – Associate (Private Client & Private Wealth Practice) | Tier 1 Law FirmRole Highlights:Private Client & Wealth Advisory: Assist in advising high-net-worth individuals, family offices, and trustees on succession planning, estate structuring, trusts, and private wealth management.Tax Structuring & Compliance: Support direct tax advisory work,...

  • Wealth Manager

    2 weeks ago

    Bengaluru, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...