- Act as the primary liaison between the Family Office and client families. - Onboard new clients and manage relationships with HNI and UHNI families. - Understand client needs and ensure seamless delivery of wealth management, investment, estate planning, and lifestyle services. - Coordinate with internal teams to provide holistic financial solutions. - Maintain high levels of confidentiality, trust, and long-term client engagement. - Handle multi-generational family dynamics and support cross-border wealth planning requirements.

Needed Experience: 10+ years (Private Banking / Wealth Management / Family Office; HNI/UHNI clients; cross-border wealth planning preferred)

Job Category: Wealth Manager – Family Office

Job Type: Full Time

Location: Mumbai