Client Associates - AVP/VP - Wealth

JD : Client Associates (AVP/VP - Wealth)

Experience level : 8-12 years of relevant industry experience

Location : Gurugram

Education : MBA from a premier business school /MBA-Finance, CA, CFA preferred, MBA Finance

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

Key Responsibilities :

- Build internal & external partnerships to grow the practice

- Acquire new relationships and build networks across the wealth ecosystem

- Conceptualize and execute initiatives required to grow the practice

- Asset allocation analysis & Financial Planning

- Advising clients on suitable investment ideas

Desired Candidate Profile :

Candidate should be full time MBA/PGDM, with specialization in Finance with relevant work experience

- Should be passionate about Wealth Management and impacting clients

- Should be relationship oriented with good inter-personal and people skills'.

- Should have the DNA for client centricity and quality

- Should have excellent Analytical, Problem Solving and Communication Skills and be a good team leader & team player

- Should be a self-starter, focused, goal orientated and a balanced personality with a good blend of patience and hunger

- Should have a strong network amongst the ultra-high net worth individuals

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