Head - Financial & Investment Planning - Wealth Management - Family Office

Experience: 10 - 15+ years | Preferred: CA / CFA / MBA (Finance) or equivalent

Key Responsibilities:

• Conduct comprehensive financial analysis of families covering assets, liabilities, investments, business interests, cash flows and liquidity requirements; prepare net-worth statements, wealth dashboards and periodic portfolio reviews.
• Draft and review Investment Policy Statements (IPS) covering investment objectives, risk parameters, liquidity and strategic asset allocation.
• Design customised portfolios aligned with each family's objectives, risk appetite and liquidity needs; review performance, risk, concentration, diversification, costs and suitability.
• Evaluate investment opportunities across Mutual Funds, PMS, AIFs, Fixed Income, Global Funds, Private Equity, VC, Angel Investments, Pre-IPO/Unlisted, Real Estate Funds, Sector/Thematic Funds, Mergers & Acquisitions and other Alternatives.
• Maintain strong knowledge of leading Indian and global fund houses, wealth managers, investment managers and platforms; independently evaluate and challenge external recommendations.
• Coordinate broader family-office requirements including estate & succession planning, taxation, trusts/ownership structures, risk management, family governance, philanthropy, CSR and legacy planning.
• Build trusted relationships with promoter families and coordinate execution across banks, fund managers, lawyers, tax advisors and other specialists.
• Help build institutional-quality investment processes, due-diligence frameworks, reporting systems and technology-enabled dashboards for the MFO.

Leadership Responsibilities:

• Build, lead and mentor a high-quality team across investments, research, analytics, operations and client servicing as the MFO scales.
• Demonstrate strong people management, delegation, decision-making and execution capabilities.
• Create a culture of ownership, accountability, excellence, confidentiality and client-first thinking.
• Lead multiple internal and external stakeholders and manage complex client relationships with maturity and discretion.
• Convert strategy into clear priorities, establish scalable processes and progressively assume greater responsibility for the management and growth of the MFO.

Ideal Candidate:

• 10 - 15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management or similar environment.
• Strong understanding of asset allocation, portfolio construction, investment analysis and traditional & alternative investment strategies.
• Experience with HNI/UHNI or promoter-family portfolios, including financial analysis, IPS drafting and customised portfolio design.
• Strong knowledge of leading fund houses, investment managers and wealth-management strategies in India and globally.
• Demonstrated leadership, team-building, analytical, communication and relationship-management capabilities.
• High integrity, discretion and confidentiality, with an entrepreneurial, hands-on and ownership-oriented mindset.