- Oversee day-to-day operations of the family office, ensuring robust governance, controls, and processes.
- Manage and monitor diversified investment portfolios including public equities, private equity, venture capital, real estate, and alternative assets.
- Track portfolio performance, asset allocation, risk exposure, and prepare detailed investment reports for the family.
- Coordinate due diligence, evaluation, and execution of new investment opportunities.
- Oversee budgeting, cash flow planning, liquidity management, and consolidated net worth reporting.
- Ensure accurate MIS, financial statements, and portfolio dashboards on a periodic basis.
- Liaise with tax advisors, legal counsels, auditors, and compliance consultants across jurisdictions.
- Support estate planning, succession planning, trust structures, and related documentation.
- Manage relationships with private banks, wealth managers, fund managers, and investment advisors.
- Negotiate fees, evaluate service quality, and ensure alignment with family objectives.
- Supervise internal team members including analysts, accountants, and administrative staff.
- Manage external vendors and service providers to ensure efficiency and confidentiality.
- Strong understanding of investment management and portfolio diversification
- Advanced financial analysis, budgeting, and reporting skills
- Knowledge of family office structures, trusts, and succession planning
- Exceptional discretion, integrity, and confidentiality
- Strong stakeholder management and negotiation abilities
- Strategic thinking combined with hands-on execution
- Excellent communication and organizational skills
- Bachelor's degree in Finance, Economics, Accounting, Business Administration, or a related field.
- MBA, CFA, CA, or equivalent professional qualifications are preferred.
- 5–10 years of experience in managing or supporting a Single Family Office, Private Wealth Management, investment Management, Private Banking, or similar UHNI-focused environments.
- Experience with cross-border investments and Southeast Asia markets is an advantage.
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Senior Manager - Kolkata - Client Of Anthroplace
Description
Job Title: Senior Manager - Single Family Office
Location: Kolkata, India
Experience Required: 5–10 years
Job Summary:
The Family Office Manager will be responsible for the overall management, governance, and strategic execution of a Single Family Office based in Bangkok. This role involves overseeing investments, financial reporting, compliance, stakeholder relationships, and confidential family matters while ensuring long-term wealth preservation and growth. The position requires high integrity, discretion, and strong financial and operational expertise.
Key Responsibilities:
Key Skills & Competencies:
Qualifications :
Experience Requirements :
Reporting Structure :
The role reports directly to the Family Principal or designated senior family representative and works closely with external advisors and internal support teams.
Interested candidates can send thier resumes on or
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