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Chief Investment Officer - Wealth Management

10 - 20 yrs
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Not Disclosed by Recruiter Posted 30+ days ago Job Applicants: 117 Job Views: 308

Job Description

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    Role : Chief Investment Officer (CIO)

    Location : Mumbai

    Our client is a Wealth Management and Multi-Family Office Advisory Firm that offers holistic investment advisory services to Ultra- HNIs, family offices and trusts by carefully managing the client's risk tolerance, allowing them to meet their short and long-term goals throughout the investment lifecycle, whether in the accumulation or withdrawal stage.

    The successful candidate will be a seasoned, experienced investment executive with a minimum of 10 years related experience typically gained with a Family Office (preferred), private investor, opportunity fund, pension fund advisor or investment bank. Should have proven experience in managing people, programs, and processes. A very strong proficiency in fixed income and equity investments (e.g., stock and bond portfolio management).

    Essential Functions, Duties, and Responsibilities:

    - Initiates and coordinates the primary investing decisions in fulfilling the client/family investment objectives under the direction of the family leaders

    - Maintains and expands the clients wealth

    - Assists the family by fulfilling investment objectives as laid out by the client

    - Coordinates efforts with other in-house and out-sourced financial professionals to minimize risk and maximize returns

    - Creates, implements and coordinates a comprehensive family financial strategy, including an accompanying Investment Policy Statement (IPS)

    - Develops multiple client financial strategies for various intra-family fractions (if applicable) as well as assets titled within trusts and partnerships

    - Coordinates client financial objectives and outlines investment parameters and benchmarks

    - Organizes and implements an asset allocation strategy built around the principles and benchmarks as indicated and agreed upon by all the decision makers

    - Maintains and monitors multiple and segregated family financial strategies and asset allocation strategies

    - Seamlessly utilizes the available account aggregation, reporting and risk metrics/analytics capabilities of the firm in customizing the services and data to the desires of the clients

    - Researches and identifies the best money managers around the world to implement the applicable allocation towards each specific asset class

    - Coordinates and manages investment research team and internal experts in each asset class

    - Sources, selects, diversifies and monitors the money managers who carry out the actual investing of various aspects of the portfolio, including cash management, bonds, equities, alternatives and derivatives

    - Sources reputable investigative firms to perform comprehensive background checks on potential partners

    - Organizes, coordinates and monitors the money managers in a tax sensitive manner

    Knowledge, Skills & Abilities

    - Must be able to work with the team and outsourced financial service providers and communicate effectively with clients

    - Excels at planning, organizing, sourcing (money managers and business opportunities), monitoring, validating and reporting on all investment activities

    - High degree of honesty and integrity

    - Proven track record of successful investment

    - Proven leadership abilities

Salary: Not Disclosed by Recruiter

Industry: Banking, Financial Services, Broking

Functional Area: Financial Services , Banking , Investments , Insurance

Role Category:Investment Banking

Role:Wealth Manager

Employment Type: Permanent Job, Full Time


Desired Candidate Profile

    Please refer to the Job description above


UG: Any Graduate - Any Specialization

PG:Any Postgraduate - Any Specialization

Doctorate:Doctorate Not Required

Company Profile:

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