Chief of Staff – Investments & Multi-Family Office

• Location: Chennai
• Experience: 10–15+ years; candidates with 8–10 years of highly relevant experience may also be considered
• CTC: ₹50–75 LPA(847)
• Qualification: CA / CFA / MBA (Finance) or equivalent
• Work Mode: 6 Days Work From Office; 2nd and 4th Saturdays off

Quick Role Details

Role: Chief of Staff – Investments & MFO

? Chennai | ? ₹50–75 LPA | Experience: 10–15 years

Non-Negotiables

• CA / CFA / MBA (Finance)
• Wealth Advisory Firm experience mandatory
• HNI/UHNI portfolio advisory experience
• Solid expertise in asset allocation, portfolio construction, IPS & alternative investments
• No sales-led profiles
• Willingness to relocate to Chennai
• 6 Days WFO (2nd & 4th Saturdays off)
Role Overview in detail:

We are looking for a senior, entrepreneurial investment professional to work closely with the Founder in establishing and scaling an independent, advisory-led Multi-Family Office (MFO) serving HNI/UHNI individuals, promoter families and entrepreneurs.





The role combines investment analysis, wealth advisory, portfolio construction, family financial planning, stakeholder management and team leadership. The professional will help build robust investment processes, deliver customised wealth solutions and progressively take ownership of the MFO's investment function, client relationships and growth.

This is an advisory-led role focused on wealth preservation, long-term growth and intergenerational wealth planning, rather than product distribution or sales-led wealth management.
Key Responsibilities
1. Family Financial Analysis & Wealth Advisory

• Conduct comprehensive financial assessments of families, covering assets, liabilities, investments, business interests, cash flows and liquidity requirements.
• Prepare consolidated net-worth statements, wealth dashboards and periodic portfolio reviews.
• Understand client objectives, risk appetite, investment horizons and wealth preservation requirements

📌 Chief of Staff – Investments (Chennai)
🏢 Umanist NA
📍 Chennai