This website uses cookies to ensure you get the best experience on our website. By continuing to use this site, you agree to our cookie  & privacy policy.Accept
search

Select a Skill

Talent

Join as Talent Post a project

checked This is a sample alert

logo

Senior Consultant: Family Office

  • 20+ Hrs/Week
  •  Remote - Mumbai / Navi Mumbai
  • 3 months
  • Project posted on: 21/06/2024

Senior Consultant: Family Office

  • Finance
  • Mergers & acquisitions advisory
  • Financial planning and analysis
  • Treasury (incl. working capital management)

Remote - Mumbai / Navi Mumbai, Delhi / NCR, Kolkata, Chennai, , Pune, Hyderabad

20+ Hrs/Week

3 months

 21/06/2024

Assignment Details

Our client, an Indian Multinational Pharmaceutical Company, is seeking an Independent Consultant for a Family Office role.

Responsibilities:
- Develop personalized financial plans for ultra-high-net-worth individuals and families within the family office environment.
- Oversee investment strategies, asset allocation, and portfolio management to achieve clients' financial objectives.
- Provide holistic wealth management services, including tax planning, estate planning, and risk management.
- Collaborate with external advisors, such as legal and tax professionals, to optimize client wealth preservation and growth.

Skills Required

- Proven experience in financial planning, investment management, or private wealth advisory for high-net-worth clients.
- In-depth knowledge of wealth management principles, tax laws, and estate planning strategies.
- Strong analytical skills to evaluate complex financial data and tailor strategic recommendations accordingly.
- Excellent communication and interpersonal skills to engage with clients, team members, and external stakeholders effectively.
- Leadership capabilities to supervise and motivate junior consultants, fostering a collaborative team environment.
- Adaptability and a client-centric approach to tailor services to meet individual client needs and preferences.

About the Client

A Leading Indian Multinational Pharmaceutical Company

Industry

Business Support Services

Minimum Experience:

15+ years

Additional Skills:

  • Mergers & Acquisitions
  • Investment Management
  • Risk Management
  • Family Office
  • Wealth Management
  • Financial Planning
  • Financial Modeling & Valuation

No of open positions:

1

How it works

  • 1

    Build your
    skill profile

  • 2

    Strengthen it
    with feedback

  • 3

    Determine your
    optimal fee level

  • 4

    Apply for matching
    projects

  • 5

    Get finalized

  • 6

    Stay Engaged

Build your skill prodile

Project
step1
shape_step

Request feedback from prior projects and/or work stints

shape_step

Determine your optimal fee level

  • starFeeBee helps consultants understand how to price their services.
  • starEnter your skill & location to get ranges for what similar professionals have charged on projects.
  • starUnlock more details e.g., best paying sub-skills, ranges by projects durations, by simply adding a benchmark from a orior projects.
graph_step2
shape_step

Apply for matching projects

shape_step

Get finalized!

Project
step5
shape_step

Stay Engaged!

Project
step6
shape_step

Similar Freelance Projects you can apply to.

Consultant - Commercial and Industrial Strategy

Renewable Energy - Producers

  • Strategy development
  • Business planning processes
  • Business development
  • Valuations & business modelling
  • Corporate Strategy
clock_icon 6 month(s)
exp_icon10+ years
location_icon Remote
SKILLS REQUIRED
  • #Decarbonization
  • #Strategy Consultant
  • #Market Analyze
  • #Due Diligence
Apply

Consultant - Business Analyst

Electricial Utilities and Power Producers

  • Strategy development
  • Business planning processes
  • Business development
  • Valuations & business modelling
clock_icon 6 month(s)
exp_icon10+ years
location_icon Hybrid
SKILLS REQUIRED
  • #IPP
  • #Investment proposals
  • #Financial models
  • #EPC
  • #Assumption book
  • #Solar
Apply

Consultant to help Due Diligence in the healthcare space

Professional Services - Consulting

  • Strategy development
  • Business planning processes
  • Valuations & business modelling
  • Corporate Strategy
clock_icon less than 1 month(s)
exp_icon9+ years
location_icon Remote
SKILLS REQUIRED
  • #Market research
  • #competitor landscape
  • #US healthcare
  • #Total Addressable Market (TAM)
  • #Market sizing
Apply

Consultant: Project Financing Specialist

Professional services - Finance & Accounting

  • Accounting
  • Audit
  • Financial planning and analysis
  • Treasury (incl. working capital management)
  • Budgeting
clock_icon 6 month(s)
exp_icon10+ years
location_icon On-Site
SKILLS REQUIRED
  • #Financing Strategy
  • #Collateral Development
  • #Project Financing
  • #Budgeting & Costing
Apply

Consultant: Project Manager for Global Health & Wellbeing

FMCG

  • Strategy development
  • Business planning processes
  • Business development
  • Valuations & business modelling
  • Program Management Support (PMO)
clock_icon 12 month(s)
exp_icon6+ years
location_icon Remote
SKILLS REQUIRED
  • #FMCG
  • #Strategy
  • #PMO
  • #Information Technology
  • #Supply Chain
  • #Manufacturing
Apply

Consultant- Data Analytics(Collections)

Banking

  • Financial planning and analysis
  • Data analytics
  • Credit and risk analysis
clock_icon 4 month(s)
exp_icon5+ years
location_icon Remote
SKILLS REQUIRED
  • #F&A Operations
  • #Credit Risk Management
  • #Data analytics
  • #Debt Collections
  • #Revenue Management
  • #Budgeting & Costing
Apply

Consultant -Senior Expert( Collections/NBFC)

Banking

  • Accounting
  • Financial planning and analysis
  • Budgeting
  • Data analytics
  • Credit and risk analysis
clock_icon 4 month(s)
exp_icon15+ years
location_icon Remote
SKILLS REQUIRED
  • #F&A Operations
  • #Budgeting & Costing
  • #Debt Collections
  • #Tele-collections
  • #Collections Expert
Apply

Finance Consultant

FMCG

  • Mergers & acquisitions advisory
  • Accounting
  • Audit
  • Financial planning and analysis
  • Treasury (incl. working capital management)
clock_icon 12 month(s)
exp_icon5+ years
location_icon On-Site
SKILLS REQUIRED
  • #Financial Planning & Analysis
  • #Budgeting & Costing
  • #Finance
  • #Business Analysis
  • #Corporate Finance
  • #Benchmarking
Apply

Consultant- Finance Business Partner - Analyst

FMCG

  • Accounting
  • Audit
  • Financial planning and analysis
  • Budgeting
  • Data analytics
clock_icon 12 month(s)
exp_icon1+ years
location_icon On-Site
SKILLS REQUIRED
  • #Data analytics
  • #Budgeting & Costing
  • #Financial reporting
  • #Accounts Receivables Management
  • #Accounts Payables
  • #Business Analysis
Apply

Procurement Operations Specialist

Professional Services - Consulting

  • Accounting
  • Financial planning and analysis
  • Treasury (incl. working capital management)
  • Budgeting
  • Data analytics
clock_icon 9 month(s)
exp_icon2+ years
location_icon Hybrid
SKILLS REQUIRED
  • #Fiss
  • #Financial reporting
  • #Financial Statement analysis
  • #Accounts Payables
  • #Accounts Receivables Management
  • #procurement
Apply

Consultant - Business Finance Analyst

Electricial Utilities and Power Producers

  • Financial planning and analysis
  • Data analytics
clock_icon 12 month(s)
exp_icon3+ years
location_icon Hybrid
SKILLS REQUIRED
  • #F&A Operations
  • #Data analytics
  • #Financial reporting
  • #Financial Statement analysis
  • #Business Analysis
  • #Financial Planning
Apply

Consultant—Finance Data Analyst

Professional services - Finance & Accounting

  • Financial planning and analysis
  • Valuations & business modelling
  • Data analytics
clock_icon 12 month(s)
exp_icon5+ years
location_icon On-Site
SKILLS REQUIRED
  • #Master Data Governance
  • #Machine Learning
  • #Finance Data Governance
  • #Advanced Excel
  • #Tableau
  • #Data Analysis
Apply
View More Projects btn btn

More than 3000 clients rely on Flexing It today

item_1
item_2
item_3
item_4
item_5
item_6
item_8
item_9

Frequently asked questions.

We host both full-time & part-time projects from top clients for 100+ skill categories. We also help connect experts like you with clients for short consultation calls called Flexperts

You just need to create a ‘boutique firm’ account during the registration process. The rest of the application process remains the same.

Our freelancers fee benchmarking tool, FeeBee helps our freelancers and consultants find out what their peers charged for similar projects. Built on 600K+ verified benchmarks, registered users get unlimited access to it.

As a freelancing platform, we do not provide permanent positions or full-time job to our consultant network.

Flexing It will be involved end to end right from contracts to invoicing. Once you are finalized, your payment details are transparently laid out in your contract terms with your client and our team actively liaises with the client finance team to ensure timely payments.

We do not charge any fee or commission from you. Your fee quote will be paid out to you in full as per your project contract.