Director - Multi Family Office

The selected candidate will work with the Managing Partner of Dewan P. N. Chopra & Co. to establish, operate, and grow their MFO service offerings to the most reputed families in India. He/she shall independently interact with Senior Management/Promoter Groups of existing and prospective Multi Family offices.

Designation: Director- Multi Family office

Requisite Qualification: Chartered Accountant, CFA & /or MBA (Finance) from a reputed Business School

Requisite Experience: Min. 15 years of post-qualification experience

Key Responsibility Areas (KRA's)

Client Engagement & Delivery:

- Strategize on service and product offerings to MFO clients to address their dynamic needs

- Advise on and implement process improvement by reviewing internal practices and SOPs for family office services, finance and accounting operations.

- Collaborate with external partners in India and outside, such as legal, financial, secretarial and accounting professionals, to offer comprehensive services to clients.

- Develop, maintain and explore a strong network within the financial industry to enhance the firm's reputation and business opportunities.

- Cultivate and maintain strong relationships with existing clients, and actively seek opportunities to expand the client base of family offices and UHNIs.

- Oversee and manage the day-to-day operations of the multi-family office, ensuring efficient and effective service delivery for the client.

- Stay abreast with industry trends, best practices, regulatory changes, and market Intel to make informed decisions and adapt strategies accordingly.

- Provide expert guidance including on investment strategies and risk management to Family Offices across asset class.

People Development & Knowledge Sharing:

- Lead a team of professionals including financial advisors fostering a collaborative and results-driven culture

- Manage, coach and build a strong team with the ability to mobilize and inspire them.

- Drive retention and growth of people. Deploy a process to bridge the learning gap.

- Create an environment to enhance camaraderie, promote Firm's culture, core values and ethics.

- Build knowledge sharing within team and stakeholders

Ideal Candidate Profile:

- Proven experience in a senior leadership role within family office, a multi-family office or similar wealth management setting.

- In-depth knowledge of financial planning and investment management.

- Critical and strategic thinker who thrives in a quick pace, ever changing, complex environment.

- Demonstrated commitment to ethical business practices and client confidentiality

- Good business acumen and problem-solving ability.

- Strong Networking and relationship building skills

- Good Communication and Presentation Skills

- Should have a strong academic background from recognised institutions.

A Brief about the Company

D P N C Advisors is the consultancy arm of Dewan P.N. Chopra & Co., Chartered Accountants, a top 15 CA Firm in India rendering Transaction Advisory and Transaction Support services. The Company is engaged in raising equity and debt capital and supporting clients through the entire capital raise process including carrying out Due Diligences, Valuations, Deal Negotiations, Definitive Documentation etc.

The Company has garnered extensive experience offering services to some of the leading Family Offices, Start Ups, Financial Institutions and Corporates in and outside India and was ranked as "Top 4 Transaction Advisor in India" by Venture Intelligence for Calendar Year 2023 and ranked amongst Top 10 in 2022, 2021, 2020 and 2019.

DPNC also operates as a Multi-Family office. Our financial expertise combined with deep knowledge of tax, regulation, accounting, etc built over 80 years of operations enables DPNC group to operate as a leading Multi Family Office service provider in India. DPNC is not a wealth advisory firm. We advise some of the largest families and UHNIs on their investment strategy including planning, execution, monitoring, and exiting investments across asset class