Family Wealth Investment Manager

Role & responsibilities:

Non-Sales role.

Portfolio & Wealth Management:

• Design and manage investment portfolios for family office across asset classes mutual funds, equities, fixed income, PMS/AIF, and insurance-linked investment products.
• Conduct goal-based financial planning: retirement planning, children's education, tax planning, succession, and wealth preservation strategies tailored to each family's risk profile.
• Monitor portfolio performance on an ongoing basis, rebalancing allocations in line with market conditions, family lifestage changes, and evolving risk appetite.
• Prepare and present periodic portfolio review reports, translating market and performance data into clear, actionable guidance for family clients.

Research, Compliance & Reporting:

• Track market trends, economic indicators, and regulatory developments (SEBI, IRDAI, RBI) that impact client portfolios and advisory recommendations.
• Ensure all investment advice and documentation comply with applicable SEBI/IRDAI regulatory and KYC/AML requirements.

Preferred candidate profile

• Finance professional with strong, hands-on experience in investments, portfolio management, and wealth management to advise a growing base of family office.
• The ideal candidate combines technical investment knowledge with the relationship skills to manage portfolios end-to-end from goal-based financial planning through to ongoing portfolio monitoring and rebalancing.
• This is a onsite role based out of our Kolkata office in the Dalhousie / BBD Bagh.