Client Associates - Management Trainee - Private Banking

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 City wealth 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

Roles & Responsibilities :

Candidates will be part of a 12 months MT program where they can expect specific mentorship geared towards relevant financial training and be equipped with necessary skills to share their knowledge with clients on wealth management and financial planning. Through this position, candidates can broaden their knowledge by participating in business development activities and build networks in the financial sector.

- Reach out to new prospects with relevant wealth thresholds

- Acquire new relationships and build networks across the wealth ecosystem.

- Manage relationships with ultra HNI's and recommend financial solutions to achieve client's financial goals.

- Keep up to date with market development, investment products and other areas that can affect the market.

- Analyze wealth products and provide financial advisory and planning service to clients with respect to their financial assets.

Desired Candidate Profile :

- Should be passionate about Wealth Management and positively impact clients

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

- Should have good inter-personal and people skills

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

- Positive attitude and willingness to learn

Salary on Offer is - 12 LPA