
Family Relationship Manager
3 days ago
Our client is looking for a trusted advisor responsible for managing and nurturing relationships with UHNW/HNW family members, overseeing wealth management activities, coordinating with investment, legal, and tax advisors, and ensuring seamless execution of financial and personal requirements.
Seeking candidates with postgraduate qualification in Finance, Economics, Business Administration, or relevant professional certifications (CFA, CA, CFP) from a Tier 1 institute.
Relevant candidates will have 8-12 years of experience in wealth, relationship building, client servicing in a reputed bank / family office / wealth firm /other financial service organization.
Key responsibilities of this role would involve:
1. Client Relationship Management
- Act as the primary point of contact for the family and their representatives.
- Build deep, trusted relationships while maintaining the highest standards of confidentiality and discretion.
- Understand family priorities, preferences, and sensitivities to anticipate needs.
2. Wealth & Investment Coordination
- Liaise with internal investment teams and external advisors (banks, AMCs, private equity, etc.) to monitor portfolios.
- Support in evaluating new investment opportunities and ensure timely reporting to the family.
- Coordinate with tax and legal advisors to ensure compliant and efficient wealth structuring.
3. Financial Oversight & Reporting
- Consolidate and present periodic reports on investments, expenses, and overall family wealth.
- Track cash flows, budgets, and capital calls, ensuring smooth execution of transactions.
- Highlight risks, performance trends, and opportunities to the family office leadership.
4. Governance & Compliance
- Ensure adherence to all regulatory requirements (domestic & international).
- Maintain proper documentation of investment decisions, contracts, and family directives.
- Support in setting up governance frameworks and best practices.
5. Family Support & Lifestyle Management (where relevant)
- Assist in managing philanthropic activities, foundations, and trusts.
- Coordinate with service providers for family needs (property managers, travel, insurance, etc.).
- Provide solutions to ad-hoc requests with discretion and efficiency.
6. Strategic Support
- Work with family office leadership on long-term planning, succession planning, and generational wealth transfer.
- Provide insights into market trends, wealth preservation, and new opportunities.
- Support in building a cohesive approach across investments, estate, and lifestyle requirements.
-
High Net Worth Family Liaison Specialist
3 days ago
Gurgaon, Haryana, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,50,00,000Family Relationship Manager Job DescriptionOverviewOur organization is seeking an experienced professional to manage and nurture relationships with high-net-worth family members. The successful candidate will oversee wealth management activities and ensure seamless execution of financial and personal requirements.Key ResponsibilitiesClient Relationship...
-
Gurgaon, Haryana, India SandMartin Group of Companies Full timeRole Summary - Portfolio & Treasury Manager (Promoter Family Office)Investment & Portfolio Management- Develop and execute multi-asset strategies across equities, debt, PMSs, AIFs, structured products, real estate, and overseas investments.- Monitor market, economic, and geopolitical trends; rebalance portfolios to optimise returns and manage risk.Treasury &...
-
Relationship Manager
4 weeks ago
Gurgaon, Haryana, India Real Jobs Consulting Services Full timeJob DescriptionCompany DescriptionReal Jobs Consulting Services is a trusted name in the placement domain of Gurgaon, offering a range of high-class placement services. Our services include HR consultancy, placement consultancy, manpower recruitment, domestic placement, career consultancy, and work-at-home services. Our team of expert consultants is...
-
Relationship Manager
18 hours ago
Gurgaon, Haryana, India beBeeCustomer Full time ₹ 9,00,000 - ₹ 18,00,000We are seeking a skilled professional to manage customer satisfaction and provide exceptional service. This is a full-time role responsible for business relationship management, customer service, client relations, and communication on a daily basis.Key Responsibilities:Manage customer satisfaction and deliver outstanding customer serviceDevelop and maintain...
-
Relationship Manager
3 weeks ago
Gurgaon, Haryana, India Raheja Developers Ltd. Full timeJob DescriptionAbout the Company:Neworld Developersis aGurugram based real estate companythat has rapidly emerged as a significant player in India&aposs property development sector.Incorporated onFebruary 23, 2024, the company has swiftly set ambitious goals, aiming to generate5,000 crore in revenue over the next five yearsthrough diverse projects...
-
Urgent Relationship Manager
2 weeks ago
Gurgaon, Haryana, India REA Group Full timeRelationship Manager Senior Relationship Manager Full Time TEAM Primary Sales LOCATION Ahmedabad https maps google com maps q Ahmedabad zoom 14 size 512x512 maptype roadmap sensor false EXPERIENCE 2 - 5 POSTED 6 months ago Who we are REA India is a part of REA Group Ltd of Australia ASX REA REA Group It...
-
Relationship Manager
3 weeks ago
Gurgaon, Haryana, India Capital Placement Services Full timeJob DescriptionResponsibilities:- Technical/Software Skills (if any) - Computer MS word / Office, email- builds and maintains strong, positive connections with clients to ensure their satisfaction and loyalty. They act as a liaison between the company and its clients, identifyingRequired Candidate profile- Relationship Managers also look for opportunities...
-
Customer Relationship Manager
2 days ago
Gurgaon, Haryana, India Talent Worx Full time ₹ 9,00,000 - ₹ 12,00,000 per yearLocation: Gurugram, Ahmedabad, ChennaiA leading financial services company is on the lookout for a dedicated and effective Customer Relationship Manager (CRM) to join their team. The CRM will be responsible for managing and nurturing long-term relationships with our clients. You will work closely with clients to understand their needs, address inquiries, and...
-
Supplier Relationship Manager
3 weeks ago
Gurgaon, Haryana, India Majid Al Futtaim Full timeJob DescriptionJob TitleSupplier Relationship Manager - FMCG | MAF Retail | India Head OfficeThe SRM Manager is responsible for fostering and developing a structured long term approach to effectively manage and build a mutually beneficial relationship with all suppliers in order to reduce cost of doing business, foster business development, continuously...
-
Relationship Manager
4 weeks ago
Gurgaon, Haryana, India Housing Com Full timeJob DescriptionJob descriptionRole: Relationship ManagerDepartment: Primary Sales- Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects- Using leads generated by the Marketing team as well as generating self-leads to convert them into customers, through...