Job Purpose To manage the day-to-day operations of the Family Office, including investments, financial coordination, family assets, documentation, administration, compliance, and coordination with external advisors, banks, investment managers, and other stakeholders.

Key Responsibilities

1. Investment & Wealth Management

- Monitor the family's investment portfolio across equity, mutual funds, bonds, real estate, private equity, and other asset classes.
- Coordinate with wealth managers, portfolio managers, banks, brokers, and investment advisors.
- Track investment performance, returns, risks, and liquidity.
- Prepare periodic investment and portfolio reports for family members.
- Support evaluation and due diligence of new investment opportunities.

2. Financial Management

- Monitor family office budgets, cash flows, expenses, and payments.
- Coordinate with accountants and auditors for financial reporting.
- Ensure timely payment of taxes, bills, investments, and other financial obligations.
- Maintain accurate records of assets, liabilities, investments, and transactions.

3. Tax & Compliance Coordination

- Coordinate with CA, tax consultants, lawyers, and other professional advisors.
- Ensure timely completion of tax filings, statutory requirements, documentation, and regulatory compliances.
- Maintain confidentiality of financial and personal information.

4. Estate & Asset Management

- Maintain records of family properties, vehicles, investments, insurance policies, jewellery, and other assets.
- Coordinate property-related matters, maintenance, documentation, and renewals.
- Support estate planning and succession-related activities in coordination with legal and financial advisors.

5. Family Administration





- Manage confidential family documentation and records.
- Coordinate important appointments, meetings, travel, events, and other administrative requirements where required.
- Handle sensitive and confidential information with a high level of discretion.

6. Legal & Qualified Coordination

- Coordinate with lawyers, CAs, auditors, bankers, investment advisors, insurance advisors, and consultants.
- Maintain agreements, contracts, legal documents, powers of attorney, and other records.
- Follow up on legal, financial, and investment-related matters.

7. Reporting & MIS

- Prepare monthly/quarterly MIS covering:

- Investment portfolio

- Net worth

- Cash flow

- Asset allocation

- Returns

- Expenses

- Liabilities

- Tax and compliance status
- Provide accurate and timely information to the family/promoter.

8. Team & Vendor Management

- Manage and coordinate with internal Family Office staff.
- Oversee external vendors and service providers.
- Ensure timely and quality delivery of professional and administrative services.

Candidate Profile:
- Graduate/Postgraduate in Finance, Commerce, Management, Economics, or related field.
- CA/MBA Finance/CS/CFA or equivalent qualification can be preferred depending on the role.
- 15+ years of experience in Family Office, Wealth Management, Private Banking, Investment Management, Finance, or similar roles for senior positions.
- Strong understanding of investments, taxation, financial reporting, and asset management.
- Excellent communication and stakeholder-management skills.
- High level of integrity, confidentiality, discretion, and attention to detail.

Interested candidates please contact: (phone hidden) Mail Id: [email protected]

📌 Family Office Manager / Family Office Head (Kolkata)
🏢 EMPOWER RESOURCES
📍 Kolkata