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Senior Consultant: Family Office

  • 20+ Hrs/Week
  •  Remote - Mumbai / Navi Mumbai
  • 3 months
  • Project posted on: 21/06/2024

Senior Consultant: Family Office

  • Finance
  • Mergers & acquisitions advisory
  • Financial planning and analysis
  • Treasury (incl. working capital management)

Remote - Mumbai / Navi Mumbai, Delhi / NCR, Kolkata, Chennai, Bangalore, Pune, Hyderabad

20+ Hrs/Week

3 months


Assignment Details

Our client, an Indian Multinational Pharmaceutical Company, is seeking an Independent Consultant for a Family Office role.

- Develop personalized financial plans for ultra-high-net-worth individuals and families within the family office environment.
- Oversee investment strategies, asset allocation, and portfolio management to achieve clients' financial objectives.
- Provide holistic wealth management services, including tax planning, estate planning, and risk management.
- Collaborate with external advisors, such as legal and tax professionals, to optimize client wealth preservation and growth.

Skills Required

- Proven experience in financial planning, investment management, or private wealth advisory for high-net-worth clients.
- In-depth knowledge of wealth management principles, tax laws, and estate planning strategies.
- Strong analytical skills to evaluate complex financial data and tailor strategic recommendations accordingly.
- Excellent communication and interpersonal skills to engage with clients, team members, and external stakeholders effectively.
- Leadership capabilities to supervise and motivate junior consultants, fostering a collaborative team environment.
- Adaptability and a client-centric approach to tailor services to meet individual client needs and preferences.

About the Client

A Leading Indian Multinational Pharmaceutical Company


Business Support Services

Minimum Experience:

15+ years

Additional Skills:

  • Investment Management
  • Family Office
  • Financial Modeling & Valuation
  • Mergers & Acquisitions
  • Risk Management
  • Financial Planning
  • Wealth Management

No of open positions:


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