Bonanza Portfolio - Private Wealth Manager - Family Office Acquisition

- Wealth Manager (Family Office)

Role Overview:

• The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families.
• This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning, and lifestyle services.
• He will coordinate with internal teams to deliver holistic solutions while maintaining confidentiality and trust.

Key Responsibilities:

• This role is responsible for onboarding new clients and managing relationships with high-net-worth families.
• Anticipate client needs and provide tailored solutions aligned with family goals and values.
• Collaborate with investment managers, finance, and legal teams to deliver integrated wealth solutions.
• Support families in decision-making around investments, estate planning, and governance.
• Facilitate family meetings, reviews, and strategic discussions.
• Ensure timely delivery of financial reports, investment updates, and performance reviews.
• Oversee client onboarding, documentation, and compliance processes.
• Monitor service quality and resolve client queries with speed and efficiency.
• Identify cross-selling opportunities for investment, philanthropic, and lifestyle services.
• Support the leadership team in growing client relationships and networks.
• Ensure adherence to governance frameworks, legal compliance, and ethical standards.
• Maintain strict confidentiality of family affairs, investments, and personal matters.

Key Skills & Competencies:

• Strong relationship management and interpersonal skills.
• Understanding of wealth management, investments, and family governance.
• Excellent communication, presentation, and negotiation skills.
• High emotional intelligence, discretion, and trustworthiness.
• Problem-solving mindset and client-first approach.

Qualifications & Experience:

• MBA (Finance/Wealth Management) or equivalent preferred.
• 5-10 years of experience in private banking, wealth management, or family office services.
• Prior experience dealing with HNI/UHNI clients is essential.
• Exposure to multi-generational family dynamics and cross-border wealth planning is an advantage.

Compensation & Benefits:

• Competitive salary with performance-based bonuses.
• Health, insurance, and lifestyle benefits.
• Opportunity to work closely with ultra-high-net-worth families.
• Exposure to global wealth management and family office best practices.