Client Associates - Vice President/Associate Director - Wealth Operations

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 :

- Formulate Operations processes for financial products - mutual funds, PMSs, AIFs

- Thorough understanding of all above financial products

- Write and update Standard Operating Procedure

- Comply with regulation as per the SEBI norms and mandates

- Manage and oversee the BSE Star platform

- Sample audit of financial transaction on the BSE platform to ensure that all client approvals are in place

- Single point of contact for all product related MIS

Desired Candidate Profile :

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

- Organized and disciplined with ability to manage expectations.

- Strong eye for detail - identifying the risk in processes and plugging the gaps

- Strong stakeholder management skills

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