Sr. Manager / AVP - Family Office

:

1. Stakeholder Management:

2. Internal stakeholders - Operations and Legal teams of Family Office

3. Internal stakeholders - UHNIs and Referral Partners

4. Peers within functions - Operations, Legal, Other Team Leaders, PR Team

5. Peers within functions - Product Team members across Catalyst, Branches, GIFT City and DIFC Team.

6. Nature of contribution: Client Facing

7. Scope of contribution: Direct positive impact on clients for Family Office services

8. Job Purpose: To work closely with high-net-worth clients to provide bespoke structuring advice, and family office solution.

You will act as a trusted advisor, bridging client relationship managers and Catalyst Family Office teams to deliver holistic Estate and Succession planning solutions.

Roles and Responsibilities:

1. Build and maintain client relationships.

2.



Drive marketing events and brand-building initiatives.

3. Liaise with Wealth Managers, Law Firms, CAs, and Service Providers.

4. Review and understand Wills, Trust Deeds, agreements, and other legal documents.

5. Collaborate on cross-market opportunities and product development.

6. Ensure regulatory compliances.

7. High relationship management orientation; ability to forge effective relationships.

8. Robust focus on service delivery.

9. Execution oriented, i.e. driven to achieve results.

10. Acquisition of UHNI families.

11. Basic knowledge of capital markets, FEMA, corporate law, and regulatory frameworks.

📌 Assistant Vice President/Sr. Manager - Family Office (Mumbai)
🏢 Catalyst Trusteeship
📍 Mumbai