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Senior Manager - Single Family Office

Actively Reviewing the Applications

India, West Bengal, Kolkata Full-Time On-site
Posted 1 month ago Apply by May 1, 2026

Job Description

Job Title: Senior Manager - Single Family Office


Location: Kolkata, India


Experience Required: 5–10 years


Job Summary:


The Family Office Manager will be responsible for the overall management, governance, and strategic execution of a Single Family Office based in Bangkok. This role involves overseeing investments, financial reporting, compliance, stakeholder relationships, and confidential family matters while ensuring long-term wealth preservation and growth. The position requires high integrity, discretion, and strong financial and operational expertise.


Key Responsibilities:


  • Oversee day-to-day operations of the family office, ensuring robust governance, controls, and processes.
  • Manage and monitor diversified investment portfolios including public equities, private equity, venture capital, real estate, and alternative assets.
  • Track portfolio performance, asset allocation, risk exposure, and prepare detailed investment reports for the family.
  • Coordinate due diligence, evaluation, and execution of new investment opportunities.
  • Oversee budgeting, cash flow planning, liquidity management, and consolidated net worth reporting.
  • Ensure accurate MIS, financial statements, and portfolio dashboards on a periodic basis.
  • Liaise with tax advisors, legal counsels, auditors, and compliance consultants across jurisdictions.
  • Support estate planning, succession planning, trust structures, and related documentation.
  • Manage relationships with private banks, wealth managers, fund managers, and investment advisors.
  • Negotiate fees, evaluate service quality, and ensure alignment with family objectives.
  • Supervise internal team members including analysts, accountants, and administrative staff.
  • Manage external vendors and service providers to ensure efficiency and confidentiality.


Key Skills & Competencies:


  • Strong understanding of investment management and portfolio diversification
  • Advanced financial analysis, budgeting, and reporting skills
  • Knowledge of family office structures, trusts, and succession planning
  • Exceptional discretion, integrity, and confidentiality
  • Strong stakeholder management and negotiation abilities
  • Strategic thinking combined with hands-on execution
  • Excellent communication and organizational skills


Qualifications :


  • Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
  • MBA, CFA, CA, or equivalent professional qualifications are preferred.


Experience Requirements :


  • 5–10 years of experience in managing or supporting a Single Family Office, Private Wealth Management, investment Management, Private Banking, or similar UHNI-focused environments.
  • Experience with cross-border investments and Southeast Asia markets is an advantage.


Reporting Structure :


The role reports directly to the Family Principal or designated senior family representative and works closely with external advisors and internal support teams.


Interested candidates can send thier resumes on [email protected] or 92309 98557

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