Investment Relationship Manager | Family Offices

2 weeks ago


Kota, India Waytogo Consultants Full time

Key Responsibilities:


  • Develop and execute customized investment strategies for family office clients based on their objectives, risk profiles, and financial goals.
  • Monitor and adjust strategies based on market trends, economic forecasts, and client needs.
  • Manage and oversee diverse investment portfolios, ensuring alignment with family office preferences (e.g., capital preservation, income generation, growth).
  • Rebalance portfolios periodically based on performance and market conditions.
  • Lead asset allocation across various classes such as equities, fixed income, private equity, real estate, and alternative investments.
  • Ensure a well-diversified portfolio to manage risk and optimize returns.
  • Conduct in-depth research and analysis on macroeconomic trends, market conditions, and investment opportunities.
  • Provide insights and recommendations to family offices on potential investments, both domestic and international.
  • Maintain strong, long-term relationships with family office clients, ensuring consistent communication on portfolio performance and updates.
  • Act as the primary point of contact, delivering personalized service and addressing client concerns proactively.
  • Continuously monitor and manage investment risks, ensuring compliance with client-specific risk tolerance levels.
  • Implement hedging strategies where appropriate to mitigate risks.
  • Prepare detailed periodic performance reports for clients, illustrating portfolio growth, market outlook, and changes in asset allocation.
  • Track performance against benchmarks and communicate results effectively to family offices.
  • Ensure all investments and activities comply with local and international regulatory requirements.
  • Stay up to date with changes in financial regulations affecting family offices and implement necessary adjustments.
  • Work closely with other departments (legal, tax, compliance) to provide comprehensive wealth management solutions.
  • Collaborate with external advisors (lawyers, accountants, tax specialists) to align investment strategies with broader wealth planning.



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