Senior Family Office Relationship Manager

13 hours ago

Delhi, Delhi, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

We are seeking a seasoned professional to manage family office relationships and build strong connections with high net worth individuals and families.

Job Responsibilities
  • Manage relationships with family offices and ultra-high net worth individuals in the region.
  • Identify and establish new family office relationships and UHNIs in the region.
  • Develop and work on new products to increase depth in family office/UHNI services.
  • Upscale clients to longer-term assets and provide customized solutions to meet their needs.
Requirements
  • 8+ years of experience in wealth management or AIF/PMS sales.
  • Strong networking skills and ability to build relationships with key stakeholders.
  • Excellent communication and presentation skills.
  • Ability to work independently and as part of a team.
About This Role

This is an opportunity for a professional to leverage their expertise in wealth management and sales to make a significant impact.

  • Senior Family Office Relationship Manager

    2 weeks ago

    Delhi, Delhi, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Seeking a professional to spearhead family office relationships and cultivate connections with ultra-high net worth individuals in the Delhi and NCR region.The ideal candidate will possess at least 8 years of experience in wealth management, AIF, or PMS sales. Key responsibilities include:Managing relationships with high-net-worth families and...

  • Senior Family Office Relationship Manager

    2 weeks ago

    Delhi, Delhi, India beBeeWealthManagement Full time ₹ 15,00,000 - ₹ 25,00,000

    We are seeking a seasoned Wealth Manager to oversee the cultivation of Family Office Relationships.About the Role:The ideal candidate will have at least 8 years of experience in Wealth Management, Sales or a related field and be skilled at identifying new business opportunities.Key Responsibilities:Building and maintaining strong relationships with High Net...

  • Senior Family Office Manager

    2 days ago

    Delhi, Delhi, India beBeeFamilyOffice Full time ₹ 60,00,000 - ₹ 65,00,000

    Job Title: Senior Family Office ManagerWe are seeking a highly experienced Senior Family Office Manager to join our team. The ideal candidate will have a proven track record of managing family office operations and ensuring compliance with all relevant regulations.Key Responsibilities:Financial Statement Preparation: Oversee the preparation of annual...

  • VP-Family Office

    2 weeks ago

    Delhi, Delhi, India Manpower Full time

    Dear Connections, We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships. Location: Delhi Role: AVP/VP-Family Office Desired experience: 8+ years Job Responsibilities: · Managing Family Office Relationships & UHNI in the Delhi & NCR region · Identifying & acquiring new Family Office...

  • VP-Family Office

    2 weeks ago

    Delhi, Delhi, India Manpower Full time

    Dear Connections,We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships.Location: DelhiRole: AVP/VP-Family OfficeDesired experience: 8+ yearsJob Responsibilities:· Managing Family Office Relationships & UHNI in the Delhi & NCR region· Identifying & acquiring new Family Office relationships &...

  • VP-Family Office

    2 weeks ago

    Delhi, Delhi, India Manpower Full time

    Dear Connections,We are looking for a Wealth Management & Sales Professional for a leading AMC to manager Family Office Relationships.Location: DelhiRole: AVP/VP-Family OfficeDesired experience: 8+ yearsJob Responsibilities:· Managing Family Office Relationships & UHNI in the Delhi & NCR region· Identifying & acquiring new Family Office relationships &...

  • Wealth Management Professional

    2 weeks ago

    Delhi, Delhi, India beBeeFamilyOffice Full time ₹ 15,00,000 - ₹ 20,00,000

    We are seeking a seasoned professional to manage family office relationships and wealth management for a leading organization.Location: DelhiRole: AVP/VP-Family OfficeRequired experience: 8+ yearsKey Responsibilities:• Manage family office relationships and ultra high net worth individuals in the Delhi and NCR region• Identify and acquire new family...

  • Family Office – Asset Management

    1 week ago

    Delhi, Delhi, India Hireginie Full time

    Family 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,...

  • Family Office – Asset Management

    2 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,...

  • Family Office – Asset Management

    5 days ago

    Delhi, Delhi, India Hireginie Full time

    Family 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,...