Multi Family Office - Investments & Wealth Management

M20 Urban Spaces, Inc.; Chennai District; Sur place; INR 700 000 - 1 200 000; Plein temps

Résumé du poste

Mohan Mutha Group is establishing an independent, advisory-led Multi-Family Office (MFO) to serve promoter families, entrepreneurs and UHNI clients. This leadership-track role blends investment expertise with family financial analysis, portfolio construction and client advisory to preserve and grow wealth across generations.

The role involves building governance, processes and dashboards, coordinating with banks, lawyers and tax advisors, and scaling the MFO with a high-caliber team under the

Qualifications

• 10-15+ years in Family Office, Multi-Family Office, Wealth Management or similar

Responsabilités

• Conduct comprehensive financial analysis of families and draft net-worth statements and dashboards
• Draft IPS and design customised portfolios aligned with clients’ objectives and liquidity needs
• Coordinate estate, tax, governance and legacy planning for promoter families
• Build investment processes, due-diligence frameworks and reporting systems for the MFO
• Lead and mentor a high-quality team across investments, analytics and client servicing

Connaissances

Leadership

Investment analysis

Portfolio construction

Client advisory

Team building

Formation

CA / CFA / MBA (Finance) or equivalent

Description du poste

Job Title:

Chief of Staff - Multi Family office | Investments & Wealth management Advisory services

Experience:

10-15+ years

Preferred:

CA / CFA / MBA (Finance) or equivalent

About Us:

Mohan Mutha Group is a global conglomerate with diversified interests spanning International Trading, Shipping & Logistics, Real Estate, Infrastructure Development. Founded in 1957, the Group is headquartered in Chennai and has a significant presence in India, Singapore, the UAE, Uganda, and the Maldives. We are united by a philosophy of growing mindfully and inclusively, with a strong commitment to quality and integrity.

Building on the Group's entrepreneurial legacy, our Founder & CEO, Mr. Suresh Mutha, has been actively engaged in advising family business enterprises on governance, estate planning, succession planning, ownership structuring, next generation integration and mentoring, conflict resolution. As part of the next phase of growth, the Group is expanding into Multi Family office, Investments & Wealth management advisory services.

About the Role:

We are building an independent, advisory-led Multi-Family Office (MFO) for promoter families, entrepreneurs and HNIs, focused on preservation, growth and inter-generational stewardship of wealth. We seek a senior, entrepreneurial professional to work closely with the Founder in building and scaling the MFO.

This is a leadership-track role combining investment expertise, family financial analysis, portfolio construction, client advisory, team building and execution. It is not a product-distribution or sales-led wealth management role.

Key Responsibilities:

• Conduct comprehensive financial analysis of families covering assets, liabilities, investments, business interests, cash flows and liquidity requirements; prepare net-worth statements, wealth dashboards and periodic portfolio reviews.
• Draft and review Investment Policy Statements (IPS) covering investment objectives, risk parameters, liquidity and strategic asset allocation.
• Design customised portfolios aligned with each family's objectives, risk appetite and liquidity needs; review performance, risk, concentration, diversification, costs and suitability.
• Evaluate investment opportunities across Mutual Funds, PMS, AIFs, Fixed Income, Global Funds, Private Equity, VC, Angel Investments, Pre-IPO/Unlisted, Real Estate Funds, Sector/Thematic Funds, Mergers & Acquisitions and other Alternatives.
• Maintain strong knowledge of leading Indian and global fund houses, wealth managers, investment managers and platforms; independently evaluate and challenge external recommendations.
• Coordinate broader family-office requirements including estate & succession planning, taxation, trusts/ownership structures, risk management, family governance, philanthropy, CSR and legacy planning.
• Build trusted relationships with promoter families and coordinate execution across banks, fund managers, lawyers, tax advisors and other specialists.
• Help build institutional-quality investment processes, due-diligence frameworks, reporting systems and technology-enabled dashboards for the MFO.

Leadership Responsibilities:

• Build, lead and mentor a high-quality team across investments, research, analytics, operations and client servicing as the MFO scales.
• Demonstrate strong people management, delegation, decision-making and execution capabilities.
• Create a culture of ownership, accountability, excellence, confidentiality and client-first thinking.
• Lead multiple internal and external stakeholders and manage complex client relationships with maturity and discretion.
• Convert strategy into clear priorities, establish scalable processes and progressively assume greater responsibility for the management and growth of the MFO.

Ideal Candidate:

• 10-15+ years of relevant experience in a Family Office, Multi-Family Office, Wealth Management, Private Banking, Investment Management or similar environment.
• Strong understanding of asset allocation, portfolio construction, investment analysis and traditional & alternative investment strategies.
• Experience with HNI/UHNI or promoter-family portfolios, including financial analysis, IPS drafting and customised portfolio design.
• Strong knowledge of leading fund houses, investment managers and wealth-management strategies in India and globally.
• Demonstrated leadership, team-building, analytical, communication and relationship-management capabilities.
• High integrity, discretion and confidentiality, with an entrepreneurial, hands-on and ownership-oriented mindset.

The successful candidate will work closely with the Founder and progressively assume greater responsibility for investments, client relationships, team leadership and growth of the MFO, with the potential to evolve into a senior leadership role as the platform scales.