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    Job · 20853465

    RLS Consulting logo

    Chief Executive Officer - Family Office - Wealth Management

    RLS Consulting · Pune · onsite · Posted 29d ago

    Undisclosed18–28 yrsfulltimeSourced fromIIM Jobs

    About a minute. You'll make an account on the way through.

    About this role

    Key Responsibilities:

    - Lead the overall strategy, organization, and day-to-day functioning of the Family Office.

    - Act as the principal interface between the Family Office Board and the executive team.

    - Lead and supervise the CFO / Head - Finance & Accounting and the CIO / Chief Investment Officer.

    - Develop robust governance processes, operating policies, delegation of authority, reporting systems, and internal controls.

    - Maintain consolidated oversight of family wealth, including business holdings, financial investments, real estate, trusts, holding entities, and other material assets and liabilities.

    - Coordinate family governance initiatives, Family Office Board meetings, and implementation of agreed family policies.

    - Ensure objective, equitable, and professional servicing of all family branches.

    - Coordinate external advisers including legal, tax, estate planning, trustees, auditors, bankers, investment advisers, and insurance specialists.

    - Oversee risk management, confidentiality, information security, compliance, and conflict-of-interest frameworks.

    - Review consolidated financial and investment performance reports and present periodic Family Office updates to the Family Office Board.

    - Build and develop the Family Office organization progressively as its requirements expand.

    Sourced from iimjobs

    Skills

    P&LCEOCorporate StrategyGeneral Management

    Chief Executive Officer - Family Office - Wealth Management · waiting for your command