Family Office Manager

Vrecruitfirst; Bhilai; On-site; INR 1,200,000 - 2,400,000; Full time

Job summary

Vrecruitfirst seeks a smart, proactive Family Office Manager to coordinate personal financial and investment activities for senior management. You should understand stock markets, investments, real estate, accounting, and financial management with strong stakeholder and vendor management skills.

You will monitor stock market investments, real estate holdings, and financial records; coordinate with accountants and brokers; ensure timely financial reporting and confidentiality.

Qualifications

• Strong knowledge of stock markets, investments, and real estate.
• Good understanding of accounting and financial management.
• Strong vendor management and negotiation skills.

Responsibilities

• Monitor and coordinate stock market investments, mutual funds, and other financial investments.
• Maintain and track real estate investments and related financial records.
• Monitor investment portfolios, transactions, returns, and financial commitments.
• Maintain personal accounts and financial records of senior management.
• Coordinate with accountants, financial advisors, brokers, and other professionals.

Skills

Stock markets

Investments

Real estate

Accounting and financial management

MS Excel

Financial reporting

Vendor management

Communication

Stakeholder coordination

Tools

MS Excel

Job description

Job Description

Job Description :

Job Summary

We are looking for a smart, proactive, and well-organized Family Office Manager to manage and coordinate personal financial and investment-related activities for senior management. The ideal candidate should have a strong understanding of stock markets, investments, real estate, accounting, and financial management, along with excellent stakeholder and vendor management skills.

Key Responsibilities

Investment & Financial Management

• Monitor and coordinate stock market investments, mutual funds, and other financial investments.
• Maintain and track real estate investments and related financial records.
• Monitor investment portfolios, transactions, returns, and financial commitments.
• Maintain accurate personal accounts and financial records of senior management.
• Coordinate with accountants, financial advisors, brokers, and other professionals.

Vendor & Stakeholder Management

• Coordinate and attend meetings with vendors, brokers, consultants, financial advisors, and external stakeholders.
• Manage vendor relationships and ensure timely delivery of services.
• Negotiate commercial terms, pricing, contracts, and service arrangements.
• Follow up on pending financial, investment, property, and vendor-related matters.

Accounting & Administration

• Maintain and review personal accounting records and financial statements.
• Coordinate with accounting teams for payments, reconciliations, expenses, and financial documentation.
• Track expenses, investments, receivables, payables, and other financial commitments.
• Ensure proper documentation and confidentiality of sensitive financial information.
• Prepare periodic financial summaries and reports for senior management.

Required Skills & Competencies

• Strong knowledge of stock markets, investments, and real estate.
• Good understanding of accounting and financial management.
• Strong vendor management and negotiation skills.
• Excellent communication and interpersonal skills.
• Ability to coordinate with senior stakeholders and external professionals.
• Strong organizational and multitasking abilities.
• High level of confidentiality, discretion, and attention to detail.
• Proactive approach with strong follow-up and execution skills.
• Good working knowledge of MS Excel and financial reporting.

Preferred Candidate Profile

The ideal candidate should be:

• Proactive, smart, organized, and detail-oriented.
• A quick learner with strong ownership and problem-solving abilities.
• Comfortable handling confidential financial and personal information.
• Confident in dealing with brokers, vendors, advisors, and senior stakeholders.
• Strong in negotiation, coordination, and relationship management.
• Capable of independently managing multiple financial and administrative activities.

Experience : 2

Timing : 10:00 AM - 7:00 PM

Working Shift : Day Shift (Onsite)

Job Type : Full Time

Category : Indian Accounting

Salary : Best in industry

Skills : Excellent Communication

Keywords : Family Office Management | Wealth Management | Investment Management | Stock Market

Requirements