Chief Executive Officer – Family Office – Wealth Management RLS Consulting

The Corporate Institute; Pune District; Sur place; INR 4 000 000 - 7 000 000; Plein temps

Résumé du poste

The Corporate Institute seeks a senior leader to run its Family Office, shaping strategy, governance, and day-to-day operations from its Pune headquarters. You will oversee finance, investments, risk controls, and external advisers to ensure streamlined, compliant service across family entities.

As the main interface to the Family Office Board, you will drive policy, reporting, and governance initiatives, while building the organization to meet expanding needs and wealth management goals.

Responsabilités

• Lead the overall strategy, organization, and day-to-day functioning of the Family Office.
• Act as the principal interface between the Family Office Board and the executive team.
• Lead and supervise the CFO / Head – Finance & Accounting and the CIO / Chief Investment Officer.
• Develop robust governance processes, operating policies, delegation of authority, reporting systems, and internal controls.
• Maintain consolidated oversight of family wealth, including business holdings, financial investments, real estate, trusts, holding entities, and other material assets and liabilities.
• Coordinate family governance initiatives, Family Office Board meetings, and implementation of agreed family policies.
• Ensure objective, equitable, and professional servicing of all family branches.
• Coordinate external advisers including legal, tax, estate planning, trustees, auditors, bankers, investment advisers, and insurance specialists.
• Oversee risk management, confidentiality, information security, compliance, and conflict-of-interest frameworks.
• Review consolidated financial and investment performance reports and present periodic Family Office updates to the Family Office Board.
• Build and develop the Family Office organization progressively as its requirements expand.

Description du poste

Key Responsibilities:

• Lead the overall strategy, organization, and day-to-day functioning of the Family Office.
• Act as the principal interface between the Family Office Board and the executive team.
• Lead and supervise the CFO / Head – Finance & Accounting and the CIO / Chief Investment Officer.
• Develop robust governance processes, operating policies, delegation of authority, reporting systems, and internal controls.
• Maintain consolidated oversight of family wealth, including business holdings, financial investments, real estate, trusts, holding entities, and other material assets and liabilities.
• Coordinate family governance initiatives, Family Office Board meetings, and implementation of agreed family policies.
• Ensure objective, equitable, and professional servicing of all family branches.
• Coordinate external advisers including legal, tax, estate planning, trustees, auditors, bankers, investment advisers, and insurance specialists.
• Oversee risk management, confidentiality, information security, compliance, and conflict-of-interest frameworks.
• Review consolidated financial and investment performance reports and present periodic Family Office updates to the Family Office Board.
• Build and develop the Family Office organization progressively as its requirements expand.