Head - Family Office
2 days ago
About Yubi Markets: Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India.At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have therefore designed our platform likewise enabling partners and investors to manage needs from a single place. Yubi Group through its subsidiary Aspero specializes in high-rated, short-term non-convertible debentures (NCDs) across the credit rating scale. Aspero offerings yield between 8% to 15%, providing returns that outpace traditional investments like fixed deposits and mutual funds.In the last 4 years of our existence, we have earned the trust & support of the wealth ecosystem. Our goal is to democratize access to high quality financial products to consumers in India through technology & enabling access to investors across categories.Key Responsibilities: Lead the onboarding and engagement process for HNIs, family offices, and corporate treasuries, aligning their investment strategies with a full spectrum of investment products. Provide thought leadership at industry forums for family offices, treasuries, and HNIs, helping manage their portfolios and inform investment trends. Collaborate with Yubi Markets' Products team to develop relevant offerings. Collaborate cross-functionally with Product, Legal, and Risk teams to understand product specifications and tailor investment solutions to clients' risk profiles, optimizing capital market returns. Develop and expand sales propositions by onboarding investors for comprehensive portfolio management and risk analysis solutions. Desired Skills and Experience: Extensive experience understanding family office requirements and investment product offerings, ideally with 15-20 years in a wealth management setting. In-depth knowledge of structured credit deals and equity markets. Exceptional communication skills are essential, with the ability to effectively pitch a diverse range of debt products to HNIs and family offices. Proficiency in leveraging social media platforms and digital marketing channels for promoting product offerings. This role requires a strategic leader with robust industry knowledge and the skill to foster strong client relationships while driving Yubi Markets' growth. If you have a track record of excellence in wealth management and are ready to lead within a dynamic organization, we encourage you to apply.
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Head Family Office Investments
5 days ago
Delhi, Delhi, India Lighthouse Search Opc Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesThe Head of Family Office will be responsible for the strategic management of the familys investment portfolio across public equities, private markets, and fixed income instruments. The incumbent will serve as a trusted advisor to the family, ensuring prudent capital allocation, robust risk management, and sustainable long-term wealth...
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Family Office – Asset Management
3 weeks ago
New Delhi, India Hireginie Full timeFamily Office – Asset ManagementOur Client:A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline,...
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Family Office
3 days ago
New Delhi, Noida, India Sand Martin Consultants Full time ₹ 20,00,000 - ₹ 25,00,000 per yearRole Summary:-The Portfolio-cum-Treasury Manager will be responsible for managing and optimizing the investments and treasury operations of the Promoter Family Office. This includes overseeing a diversified portfolio of direct equities, mutual funds, PMSs, AIFs, real estate, and structured products, along with treasury functions such as foreign exchange...
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Remote Financial Analyst
2 days ago
New Delhi, India Flamingo family office Full timeResearch Analyst Application for Research Analyst | Muchhala FamilyImportant: Please read this before you apply for the positionWho we are We are a family office that manages family finances.What is the role about This is a remote role.We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will...
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Remote Financial Analyst
7 hours ago
New Delhi, India Flamingo family office Full timeResearch AnalystApplication for Research Analyst | Muchhala FamilyImportant: Please read this before you apply for the positionWho we areWe are a family office that manages family finances.What is the role aboutThis is a remote role. We are looking for a Research Analyst to join our team at Muchhala Family. As a Research Analyst at our company, you will be...
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Family Office
4 weeks ago
New Delhi, India Hireginie Full timeFamily Office – Asset Management Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline,...
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Corporate Treasury and Family Office
1 week ago
New Delhi, India Tipsons Group Full time- Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests into fixed income product. - Oversee the marketing process as well as broader company marketing efforts, including creating investor materials, hosting webinars, and organizing investor events. - Develop and manage relationships...
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Family Office – Asset Management
4 weeks ago
New Delhi, India Hireginie Full timeFamily Office – Asset Management Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline,...
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Family Office – Asset Management
2 weeks ago
New Delhi, India Hireginie Full timeFamily Office – Asset Management Our Client: A leading full-service investment firm offering tailored financial solutions backed by deep market research, strong ethical values, and a client-first approach. The firm specializes in equity strategies through PMS and AIF platforms, focusing on long-term wealth creation with an emphasis on discipline,...
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Director Sales
1 week ago
New Delhi, India Yubi Markets Full timeYubi Marketsis a one stop platform for all wealth products & partners, We bring together a whole range of products which are designed to enable growth for wealth managers and investors. All of this through a powerful technology platform which simplifies complexities & delivers delightful experiences.. We understand that clients expect a one-stop shop...
