Client Associates - AVP/VP - Products/Asset Allocation - Wealth

AVP/VP - Products/Asset Allocation - Wealth

About us :

- Client Associates (CA) is India's first and largest - Multi Family Office Firm- founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.

- Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as one of the Best Team of Private Bankers- in India.

Over the last decade, CA has been awarded as the best Wealth Management firm across categories:

1. Winner - Best Multi Family Office- In India at the AIWMI, India Wealth Awards 2018

2. Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008

3. Winner of Citywealth Asian Family Office of the Year, 2011

4. Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally - 2011 &2009

Job Responsibilities :-

- As a senior member of the Products/ Asset allocation team, the person would be required to develop a keen understanding of various asset classes and liaise with fund houses.

- These could include interactions with PE/ VC, AIFs, PMSes, hedge funds.

- Authoring product notes, analysis of data and working on financial models.

- From time to time the person would also be co opted in client meetings along with the team of Private Bankers

Desired Candidate Profile :-

A background in financial products advisory/ valuations would be preferred.

- Should be full time MBA/PGDM, with specialization in Finance or equivalent/B. Com Economic Hons.

- Should have considerable skills in office tools like Excel, PowerPoint, etc.

- Should have Excellent Analytical, Problem Solving and Communication Skills and be a team player.

- Should be a self-starter; focused and driven to succeed; result orientated.

- Organized and disciplined with ability to manage expectations