Family Office Manager

Job Description :

Job Summary

We are looking for a smart, proactive, and well-organized Family Office Manager to manage and coordinate personal financial and investment-related activities for senior management. The ideal candidate should have a strong understanding of stock markets, investments, real estate, accounting, and financial management, along with excellent stakeholder and vendor management skills.

Key Responsibilities

Investment & Financial Management

• Monitor and coordinate stock market investments, mutual funds, and other financial investments.
• Maintain and track real estate investments and related financial records.
• Monitor investment portfolios, transactions, returns, and financial commitments.
• Maintain accurate personal accounts and financial records of senior management.
• Coordinate with accountants, financial advisors, brokers, and other professionals.

Vendor & Stakeholder Management

• Coordinate and attend meetings with vendors, brokers, consultants, financial advisors, and external stakeholders.
• Manage vendor relationships and ensure timely delivery of services.
• Negotiate commercial terms, pricing, contracts, and service arrangements.
• Follow up on pending financial, investment, property, and vendor-related matters.

Accounting & Administration

• Maintain and review personal accounting records and financial statements.
• Coordinate with accounting teams for payments, reconciliations, expenses, and financial documentation.
• Track expenses, investments, receivables, payables, and other financial commitments.
• Ensure proper documentation and confidentiality of sensitive financial information.
• Prepare periodic financial summaries and reports for senior management.

Required Skills & Competencies

• Strong knowledge of stock markets, investments, and real estate.
• Good understanding of accounting and financial management.
• Strong vendor management and negotiation skills.
• Excellent communication and interpersonal skills.
• Ability to coordinate with senior stakeholders and external professionals.
• Strong organizational and multitasking abilities.
• High level of confidentiality, discretion, and attention to detail.
• Proactive approach with strong follow-up and execution skills.
• Good working knowledge of MS Excel and financial reporting.

Preferred Candidate Profile

The ideal candidate should be:

• Proactive, smart, organized, and detail-oriented.
• A quick learner with strong ownership and problem-solving abilities.
• Comfortable handling confidential financial and personal information.
• Confident in dealing with brokers, vendors, advisors, and senior stakeholders.
• Strong in negotiation, coordination, and relationship management.
• Capable of independently managing multiple financial and administrative activities.

Experience : 2

Timing : 10:00 AM - 7:00 PM

Working Shift : Day Shift (Onsite)

Job Type : Full Time

Category : Indian Accounting

Salary : Best in industry

Skills : Excellent Communication

Keywords : Family Office Management | Wealth Management | Investment Management | Stock Market

Interested candidates kindly share your resume WhatsApp on [phone removed]