Executive- Family Office Advisory

Company Description Priwexus is an exclusive, members-only network designed for private investors and single-family offices seeking curated opportunities, trusted service providers, and peer collaboration in a confidential environment. The platform combines high-intelligence networking, bespoke advisory access, and proprietary deal flow tailored for ultra-high-net-worth individuals and sophisticated investors. Priwexus plays a key role in shaping the Indian family office ecosystem by enabling impartial, peer-to-peer knowledge sharing. Its initiatives focus on core family office priorities such as investments, philanthropy, family governance, tax, legal, estate management, and next-generation education. Professionals joining Priwexus contribute to a high-impact ecosystem that supports successful families in managing and growing their wealth responsibly.

Role Description The Executive – Family Office Advisory will work full time on-site in Mumbai, supporting the delivery of advisory services and member engagement for private investors and single-family offices. This role involves coordinating meetings and events, maintaining accurate records, and providing administrative support for client interactions and internal processes. The executive will assist in preparing presentations and documentation related to investments, governance, and other family office focus areas, while ensuring timely responses to member inquiries. Day-to-day tasks include managing correspondence, supporting client onboarding, liaising with external service providers, and helping organize peer-to-peer knowledge initiatives. The role requires close collaboration with senior advisors and internal teams to uphold service quality, confidentiality, and a seamless member experience.

Qualifications

• Candidates should possess strong Communication and Customer Service skills to interact effectively with members and stakeholders.
• Candidates should possess Administrative Assistance and Office Administration skills to manage schedules, documentation, and coordination activities.
• Candidates should possess Accounting-related skills to support basic financial tracking and reporting for family office initiatives.
• Relevant experience in wealth management, family offices, financial services, or high-net-worth client advisory is beneficial.
• Bachelor's degree in Business, Finance, Economics, Administration, or a related field is preferred.
• Ability to maintain confidentiality, work with high attention to detail, and handle multiple priorities in a fast-paced environment.
• Proficiency in MS Office and common productivity tools, along with strong organizational and time-management capabilities.