Family Office Manager

1 week ago

Chennai, Tamil Nadu, India Intellect Design Arena Ltd Full time

Position: Family Office Manager

Experience: 5 to 7 Years

Location: Chennai

Notice Period: Early joiners will be preferred

ABOUT INTELLECT DESIGN ARENA LTD

Intellect Design Arena Ltd. hosts the world's largest cloud-native, API-led microservices-based multi-product platform for Global leaders in Banking, Insurance, and Capital Markets. With over three decades of deep domain expertise, Intellect is the brand that progressive financial institutions rely on for digital transformation initiatives. It offers enterprise-grade, composable and contextual financial technology products and platforms on the cloud through its three lines of businesses - Intellect Global Transaction Banking – iGTB, Intellect Global Consumer Banking – iGCB and IntellectAI.

OUR ACHIEVEMENTS:

Intellect is the chosen partner for the Top 3 large banks in 6 countries - India, Canada, UK, France, UAE, and Saudi Arabia. It serves over 270 customers across 57 countries and with a diverse workforce of solution architects, domain and technology experts in major global financial hubs worldwide.

Intellect pioneered Design Thinking to create cutting-edge products and solutions for banking and insurance, with design being the key differentiator in enabling digital transformation. FT 8012, the world's first design center for financial technology, celebrated its 10th year anniversary recently, reflecting Intellect's commitment to continuous and impactful innovation, addressing the growing need for digital transformation.

Explore more about us at:

WHAT YOU WILL DO:

YOUR AREA OF KNOWLEDGE AND EXPERTISE:

Position Title: Family Office Manager

Job Description:

Overview: The Family Office Manager will be responsible for overseeing all aspects of financial management, investment strategy, and administrative operations for a high-net-worth family or individual. This role requires a combination of financial expertise, interpersonal skills, and discretion to manage complex wealth structures and ensure the family's financial goals are met.

Responsibilities:

1. Financial Management:


• Develop and implement comprehensive financial plans aligned with the family's objectives.


• Manage cash flow, budgeting, and expense tracking.


• Coordinate with external financial advisors, accountants, and legal professionals as needed.


• Monitor investment portfolios and make strategic recommendations to optimize returns and mitigate risks.

2. Investment Strategy:


• Conduct research and analysis to identify investment opportunities across various asset classes.


• Develop and execute investment strategies tailored to the family's risk tolerance and long-term goals.


• Monitor market trends and economic indicators to inform investment decisions.


• Perform due diligence on potential investment vehicles, including real estate, equities, private equity, and alternative investments.

3. Estate Planning and Tax Management:


• Collaborate with legal advisors to develop and update estate plans, wills, and trusts.


• Implement tax-efficient strategies to minimize tax liabilities and preserve wealth for future generations.


• Coordinate with tax professionals to prepare and file tax returns, including income, gift, and estate taxes.


• Stay informed about changes in tax laws and regulations that may impact the family's financial affairs.

4. Risk Assessment and Mitigation:


• Identify potential risks to the family's financial security and develop strategies to mitigate them.


• Implement robust risk management policies and procedures to safeguard assets.


• Monitor insurance coverage for properties, assets, and liabilities, and make recommendations for adjustments as needed.

5. Personal Services:


• Provide personalized assistance to family members on financial matters, including education funding, charitable giving, and philanthropic activities.


• Coordinate personal services such as travel arrangements, household management, and special events as requested.

Qualifications:


• Bachelor's degree in finance, accounting, business administration, or related field (Master's degree preferred).


• Qualified CA, Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Public Accountant (CPA) designation preferred.


• Minimum of 5 years of experience in financial management, investment advisory, or related roles, preferably in a family office or wealth management firm.


• Strong understanding of investment principles, financial markets, and tax regulations.


• Excellent interpersonal skills with the ability to maintain confidentiality and build trust with high-net-worth individuals and families.


• Proficiency in financial software and tools, such as Excel, Bloomberg, and portfolio management systems.


• Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.


• Flexibility to adapt to changing priorities and handle multiple projects simultaneously.

WHAT INTELLECT OFFERS YOU:

FT 8012, World's First FinTech Design Centre for Financial Institutions, We have a rich and truly diverse work environment that is bustling with creative energy and individual perspectives from 29 nationalities and 30 languages.

LIVE YOUR DREAM - Intellect is India's most profitable unicorn. A pioneer in Design Thinking, it has helped shape the future of FinTech with passion, and cutting-edge products, platforms and exponential technologies.

Imagination

  • Explore new possibilities at the epicenter of Design Thinking and cutting-edge technology.
  • Unleash your true potential with mentor-led growth and development.

Learning

  • Regular training sessions to develop personality traits.
  • Full support on career and skills development to enhance your expertise to maximise your career aspirations.

Execution Excellence

  • Get an opportunity to work with the world's strongest FinTech leaders who designed and created complex world class products.
  • Be part of our dynamic team, to create world-class products for global marquee clients.
  • A clear team vision with future ready FinTech Platforms.

Collaboration

  • A diverse and inclusive community of belonging, where teammates are empowered to bring ideas to the table and act.

Influencing

We are agenda setters in the market by delivering composable, contextual and hyper scalable FinTech solutions.

Good Luck

Anand Soni

Intellect Design Arena

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