Company Description

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:

- Winner Best Multi Family Office In India at the AIWMI, India Wealth Awards 2018
- Winner of CNBC TV-18 Best Financial Advisors Award 2015, 2014, 2012, 2009, & 2008
- Winner of Citywealth Asian Family Office of the Year,2011
- Ranked 2nd by Private Banker International as the Outstanding Wealth Manager for Family Office Services Globally – 2011 &2009

Role Description

- Manage relationships with ultra HNI's
- Acquire new relationships and build networks across the wealth ecosystem
- Build internal & external partnerships to grow the practice




- Conceptualise and execute initiatives required to grow the practice
- Asset allocation analysis & Financial Planning
- Advising clients on suitable investment ideas

Qualifications

- 5 - 10 years of relevant industry experience
- Candidate should be a 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 valuable interpersonal 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-oriented, and have a balanced personality with a good blend of patience and hunger
- Should have a strong network amongst the ultra-high net worth individuals

📌 AVP/VP Wealth - Private Banker (Mumbai)
🏢 Client Associates
📍 Mumbai