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Head Family Office - Pan India

Intellectual Capital HR Consulting Pvt. Ltd.Mumbai, Maharashtra, IndiaPosted 18 May 2026

This role involves leading the operations and investment strategy for a prominent multi-family office. Responsibilities include P&L management, business development, M&A activity, and bespoke advisory for UHNW families. The ideal candidate will bridge institutional-grade portfolio construction with personalized wealth management. The position is based in Mumbai with a focus on global markets.

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Experience

Experience not specified

Function

Finance

Work mode

Onsite, India

Company

Tier 3

What you will work on

This role involves leading the operations and investment strategy for a prominent multi-family office. Responsibilities include P&L management, business development, M&A activity, and bespoke advisory for UHNW families. The ideal candidate will bridge institutional-grade portfolio construction with personalized wealth management. The position is based in Mumbai with a focus on global markets.

TAL's take

Quality 35/1004/5 clarityTier 3 company

Role description is professional but the company is a third-party recruiter rather than the hiring firm, limiting visibility into the ultimate employer.

Clear responsibilities focused on P&L, M&A, and investment strategy for a family office.

Must haves

  • Strong investment advisory background
  • Experience in asset allocation and alternative deal sourcing
  • Ability to manage UHNW family relationships
  • P&L and commercial leadership experience

About the company

HR consulting/staffing firm acting as an intermediary for a client, not the primary employer of the family office role.

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