Head - Wealth & Investments - Family Office (5-12 yrs)

Role Overview :

As the Head of Wealth & Investments, you will be essential in managing and growing investment portfolios valued between - 200 to - 500 crores. You will oversee funds from both Indian and international entities, adeptly navigating the complexities of investment ecosystems while balancing risk and reward. Reporting directly to the promoters-who possess extensive financial expertise and global exposure-you will collaborate to define and execute the organization's wealth strategy for sustained growth.

Key Responsibilities :

- Portfolio Management: Manage and expand investment portfolios, including funds from family offices, Indian businesses, and international entities.

- Investment Strategy: Create and implement innovative, risk-adjusted strategies to optimize returns while protecting capital.

- Financial Analysis: Conduct thorough financial analyses, including risk assessments, to identify promising investment opportunities.

- Market Insights: Keep informed on market trends, regulations, and economic developments to align strategies with emerging opportunities.

- Stakeholder Engagement: Work closely with the promoters, providing detailed insights into investment decisions and portfolio performance.

- Risk Management: Explore unconventional investment options while ensuring alignment with risk appetites and organizational goals.

- Relationship Building: Develop and maintain relationships with key players in the financial ecosystem to capitalize on growth opportunities.

Ideal Candidate Profile:

- Experience: 5-10 years in wealth management, portfolio management, or investment roles within family offices, NBFCs, or similar settings.

- Track Record: Demonstrated success in managing and growing diverse portfolios, including listed securities and unlisted companies.

- Financial Acumen: Strong grasp of domestic and international investment ecosystems, financial modeling, and risk assessment.

- Skill Set: Exceptional analytical, numerical, and multitasking skills.

- Go-Getter: A dynamic, young professional eager to explore new avenues, adopt unconventional strategies, and achieve results.

- Leadership: Ability to work independently, make strategic decisions, and collaborate with high-caliber leadership teams.

- Ecosystem Knowledge: Extensive network and understanding of financial markets, instruments, and compliance frameworks.

What We Offer:

- A challenging and rewarding leadership position in a fast-paced, high-growth environment.

- Direct engagement with visionary promoters who are leaders in the financial sector.

- Competitive compensation, performance incentives, and opportunities for professional growth.

- A platform to innovate and shape the future of wealth management in a fintech-driven landscape.