ONLY Chartered Accountant (2026 batch) CANDIDATES TO APPLY (NOIDA Location preferred) /n /n - Account Manager /n Location - Noida /n /n An account manager (AM) role is to support the RM in maintaining and building the RM wealth management /n business. /n Role: /n 1)Financial Planning , Portfolio Strategy and Reporting /n a. Assisting the RM in making of financial plans for clients keeping in mind /n i. Client requirement and /n ii.
Our 2 point strategy by following the 6 step process /n b. Reporting the performance of the portfolio on regular intervals and highlight the asset allocation and IRR. /n c. Highlighting to the RM , client wise, how clients actual portfolio are in variance with the strategic plan and /n actionable to get the portfolio aligned to the strategic portfolio /n 2) Identifying opportunities within the client existing portfolio based on product team recommendations /n across – /n a.
MFs , /n b.
Structured
Product, /n c. Change in the house view on various asset classes /n d. Alternatives /n 3) Support the RM in business development – /n a. Help acquire a database of prospective clients /n b.
Maintain the database of referrals /n 4) Documentation – /n a.
Filling up and executing MF transactions of clients, including non-financial transactions (like change of /n bank mandate) /n b. Filling up and executing SPs transaction of the clients. /n c. Opening broking / DP account /n 5) Attending to client queries /n Career Progression for AM /n For the right AM the firm will provide them the chance to become RMs. /n Given that AR PWM is very focused in client level portfolio advisory (rather than product selling), it’s imperative /n that the AMs have the required advisory skills and product and market knowledge. /n Also given that all our clients are very wealthy and are between 45-60 yrs. it’s also imperative that the advisor has /n sufficient experience and maturity to be able to create the confidence in clients that he / she has the competence /n to become his wealth manager. /n Based on past experience, the AMs will need about 3 years of work experience before becoming RMs.