Family Office – Asset Management

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, transparency, and simplicity. Its investment philosophy is rooted in insightful analysis, aiming to preserve and grow clients’ wealth through consistent and well-researched strategies.

Job Title : Family Office – Asset Management

Department : Asset Management

Experience : 10-15 years

Education : MBA / MMS / PGDM(Look for Tier 2 / Tier 3 Candidates)

Location : Delhi

About the Role : This is a

client-facing sales role

in the Asset Management division where As a

Family Office – Asset Management

professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence.

Key Skills Required

Functional :

Asset Management / Private Wealth market intelligence.

Strong understanding of Equities.

Relationship with UHNI / CXO / Family Office / Corporate Treasuries will be an added advantage.

Behavioral :

Consultative and collaborative approach.

Presentation and communication skills.

Proactive mindset and self - starter.

Uphold high standards of ethics and integrity.

Key Responsibilities

Maintain a database of potential Family Office clients and their key advisors.

Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors.

Maintain and grow any existing relationships and build AUMs.

Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients.

Understanding the client’s requirements & recommending the relevant product.

Maintain the highest level of service and delivery to partners and clients.

About Hireginie :

Hireginie is a prominent talent search company specializing in connecting top talent with leading organizations. We are committed to excellence and offer customized recruitment solutions across industries, ensuring a seamless and transparent hiring process. Our mission is to empower both clients and candidates by matching the right talent with the right opportunities, fostering growth and success for all.