Wealth Manager

2 weeks ago

Bengaluru, India Entrust Family Office Full time

Company Description

ENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic solutions for both investment and non-investment needs. Our long-term approach and commitment to transparency and simplicity set us apart, as we strive to be the trusted partner for our clients.


Job Description:

We are looking for a few wise professionals. Those who align with the statements below:

  • You want to serve clients wholeheartedly without experiencing conflicts of interest. (Simply put, when you recommend a financial product to the client, you don’t hear a small, uneasy voice that reminds you that your employer is getting a kickback as part of the transaction.)
  • You aspire to become a visionary financial professional and know that it can happen only in a boutique firm that will groom you and give you wings.
  • You want to feel the pride that comes from serving luminous clients.
  • You want to belong in a firm that calmly navigates through volatile market cycles


Job Responsibilities:

  • Wealth Manager is responsible for addressing the various requirements of Ultra-high Net worth families to deliver and oversee a broad range of Investment services, Banking support, and Annual Tax filing. The position offers an excellent opportunity to assume responsibility of bespoke service and handle all aspects of multi-family office engagement and services provided by Entrust
  • Co-ordinate and conduct timely client review meetings, jointly with Investment Advisors
  • Manage and oversee relationships with the Client’s third-party wealth managers, collaboratively work with client’s legal, accounting, banking, real estate and other service partners
  • Introduce and recommend Entrust’s Value-added service offerings to clients as suitable
  • Deepening of relationship and increasing the wallet share of existing Entrust clients
  • Manage financial reporting packages and modelling for multi-family engagements including net worth statements, total asset reviews, cash flow reports and forecasting, statements of income and expense, income tax summaries and planning ideas, budget management and other customized reports
  • Promote process improvement by continuously reviewing and challenging best practices for family office services, finance, and accounting operations


Growth Potential:

  • Advantage of being an early mover in an emerging segment of Family Office/ Investment Advisory
  • Opportunity to be a part of growth of a young company as it grows in size and stature
  • Significant learning potential with the firm expanding in capabilities
  • Self-initiative to be rewarded well
  • Opportunity to develop a client roster of some of the richest Indians
  • Entrust follows a ‘Deliver & Grow’ policy for all employees. Immense potential for an individual to gain experience, perform well and take on larger responsibilities within the firm. In addition to enhancing financial domain expertise, one will get to learn other critical value-added service like Estate Planning, Property Management, CFO, Legal service etc. This will help in developing the candidate into an true Family Office Advisor managing a holistic family office mandate
  • ‘Growth from within’ policy shall favor early employees with proven delivery track record
  • Financial services are one of the best paying segments and over time, as the individual displays consistent performance, emoluments will commensurately grow


Qualification:

  • To successfully manage Ultra High Net Worth Individual (UHNI) clients in the Family Office space requires a combination of technical expertise, interpersonal skills, and a deep understanding of financial markets
  • MBA & relevant professional qualification
  • Preference for candidates with experience in Relationship Banking, Wealth Management with an existing set of Ultra High Net-worth clients, UHNI definition being above 8 Cr ($1 Million) Investible surpluses
  • Open to consider candidates with experience in lifestyle/hospitality services sector, who are aligned with client first approach.
  • Work experience between 10 to 15 years


If you wish to apply for this role, please fill out the Job Application form here and email your CV to md@entrust.co.in.

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