Serve as primary liaison for ultra-high-net-worth families, onboarding clients, managing relationships, coordinating investment, estate planning and lifestyle services, facilitating family governance and meetings, ensuring compliance and confidentiality, delivering financial reports, and identifying cross‑selling opportunities.
Company -Bonanza Portfolio LtdJob Description – Wealth Manager (Family Office)Position Details
Role Overview
Category
Details
Position Title
Wealth Manager
Department
Client Services – Family Office
Reporting To
Managing Director
Location
Mumbai HO
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.
- 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.
- 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.
- 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.
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