Family Office – Asset Management

4 weeks ago

Delhi, Delhi, India Hireginie Full time

Family 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, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients' wealth through consistent and well-researched strategies.

Job Title: Family Office – Asset Management

Department: Asset Management

Experience: 10-15 years

Education : MBA/ MMS / PGDM(Look for Tier 2/Tier 3 Candidates)

Location: Delhi

About the Role :

This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence.

Key Skills Required

Functional:

  • Asset Management / Private Wealth market intelligence.
  • Strong understanding of Equities.
  • Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage.

Behavioral:

  • Consultative and collaborative approach.
  • Presentation and communication skills.
  • Proactive mindset and self - starter.
  • Uphold high standards of ethics and integrity.

Key Responsibilities

  • Maintain a database of potential Family Office clients and their key advisors.
  • Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors.
  • Maintain and grow any existing relationships and build AUMs.
  • Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients.
  • Understanding the client's requirements & recommending the relevant product.
  • Maintain the highest level of service and delivery to partners and clients.

About Hireginie: Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.

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