Head - Family Office
19 hours 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 of Family Office
2 weeks ago
Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 1,80,000 - ₹ 5,20,000 per yearHead of Family Office - Wealth ManagementPosition Summary: We are seeking a highly experienced and dynamic Head of Family Office to lead our efforts in serving our most discerning ultra-high-net-worth (UHNW) and high-net-worth (HNI) family clients. The successful candidate will be responsible for understanding and addressing the multifaceted financial needs...
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Head Family Office
2 weeks ago
Mumbai, Maharashtra, India Intellectual Capital Hr Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLooking for a Family Office Head for a renowned organisation.Below is the JD,Segment/Clients that he/she will cater to :This person will oversee the entire desk operations, he will have to have understanding of trading software, operations, margin protocol and fundamental knowledge to speak to clients. These will be ultra HNI, who will have a large equity...
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Head - Family Office
7 days ago
Mumbai, Maharashtra, India Yubi Markets Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout 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...
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Head - Family Office
22 hours ago
mumbai, India Yubi Markets Full timeAbout 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...
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Head - Family Office
16 hours ago
Mumbai, India Yubi Markets Full timeAbout 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...
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Office Assistant
4 weeks ago
Mumbai, Maharashtra, India Dhanuka Family Office Full timeAbout the Role:We are looking for a reliable and organised Office Assistant to support the day-to-day operations of a small family office. This role requires someone proactive, detail-oriented, and comfortable handling both professional and personal tasks with discretion.Key Responsibilities:Manage general office administration and ensure smooth day-to-day...
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▷ (High Salary) Head - Family Office
3 days ago
Mumbai, India Yubi Markets Full timeJob Description 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)....
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▷ [Urgent] Remote Financial Analyst
19 hours ago
Mumbai, India Flamingo family office Full timeResearch Analyst Application for Research Analyst | Muchhala Family Important: Please read this before you apply for the position Who 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...
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Yubi - Director - Family Office
2 weeks ago
Mumbai, India CREDAVENUE PRIVATE LIMITED Full timeDirector - Family Office Key responsibilities:1. Engage with existing HNIs and Family offices and Onboard new family offices to manage their investment appetite by nurturing strong, long-term relationships and delivering customized investment products2. Run the marketing process for individual deals on the platform and more holistically for the company by...
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Remote Financial Analyst
16 hours ago
Mumbai, 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...
